To support customers with Pardot-only users who do not need a full Salesforce license, Pardot will be bundling Salesforce Identity licenses with all Pardot editions.
The exact number of bundled licenses is still being finalized, but it will cover the needs of nearly all Pardot customers.
What is Einstein analytics used for
Put simply, Einstein Analytics is an app used to visualize the activity occurring in your Salesforce environment.
Whether you use Salesforce for Sales, Marketing, or Service, this visibility tool offers insights into the data (like contacts, campaigns, or accounts) your users add to the CRM every day.
What is scoring and grading in Pardot
Pardot scoring evaluates how interested a prospect is in your product or service. Pardot grade is how well that prospect fits your criteria you’ve set based on your business needs.
How does Einstein lead scoring work
Einstein Lead Scoring adds a Lead Score field to leads. The Lead Score lets sales reps prioritize their work by ranking leads according to their similarities to prior converted leads.
Leads with higher scores have more in common with leads that have converted in the past.
What does adding the Salesforce Connector to Pardot let you do
When the integration user is set as the connector user, the Salesforce-Pardot Connector syncs all records for objects that sync between Pardot and Salesforce.
If you want to sync a subset of records, use Marketing Data Sharing to select the records to sync.
What are segmentation rules in Pardot
Segmentation rules are a form of automation that only runs once. Segmentation rules are an easy way to perform a bulk action in your prospect database and further segment your prospects based on your criteria.
They will only affect prospects that already exist in your database at that specific point in time.
Are Pardot automations retroactive
Automation rules are retroactive and forward-looking. This means that once activated, they will look for existing prospect matches (evaluate what’s already happened) and will continue to look for new matches (changes to existing prospects and new prospect records that enter Pardot).
What are Einstein opportunity insights
Get relevant updates about your opportunities so you can win more deals. Opportunity Insights includes predictions about which deals are likely to be won, reminders to follow up, and notifications when key moments in a deal take place.
What is Einstein prediction builder
With Einstein Prediction Builder, you can make custom predictions about what happens next in your business without writing any code.
After you determine what you want to predict, which field represents it, and what object contains that field, you’re ready to build.
Review Your Prediction’s Scorecard.
What is Einstein opportunity scoring
Einstein Opportunity Scoring uses data science and machine learning to score your opportunities so that you can prioritize them.
By using machine learning, Einstein Opportunity Scoring provides a simpler, faster, and more accurate solution than traditional rule-based scoring approaches.
Is Einstein analytics free
Learn Einstein Analytics for FREE! The main goal of the course is to make you a skilled Einstein Analytics professional —even if you have not worked in a visualization platform before.
Where is Einstein analytics in Salesforce
Users can access Einstein Analytics via the Analytics tab or via the Analytics Studio app (from the App Launcher).
But first, users need the license! Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set.
Does Pardot have lead scoring
Pardot Advanced and Premium editions include access to Einstein’s Lead Scoring feature. Einstein Lead Scoring generates insights based on lead fields and helps sales teams prioritize leads.
How often does Pardot and Salesforce sync
When syncing prospects, changes to prospect records are pushed to Salesforce, and information from Salesforce records is pulled into the corresponding Pardot prospect records.
Syncing occurs every 2–4 minutes.
What is Einstein engagement scoring
Einstein Engagement Scoring predicts consumer engagement with email and MobilePush messaging. It uses customer data and machine learning to generate predictive models that assign scores for every contact’s likelihood to engage with emails and interact with push notifications.
What is lead grading in Pardot
Pardot lead scoring is a point system based on the number of interactions a lead/prospect has had with our websites, web forms, social media, etc. The higher the Pardot score, the more interactions they have had with our web properties or emails.
How events sync with Einstein activity capture
Which Events Sync and How Are They Matched? Einstein Activity Capture checks to see whether an event with the same subject, date, and start and end times exists in both Salesforce and Microsoft or Google.
If events match, they’re mapped to each other and begin to sync between applications.
What is lead qualification in Pardot
Lead qualification in Pardot, the marketing automation tool by Salesforce, is based in two systems that work together to qualify both the profile and engagement of your leads, Grading and Scoring.
Grading in Pardot is the system that evaluates how good of a fit a lead is for your business in terms of profile.
How do I set up a Pardot grading
There are three steps to setup a grading profile in Pardot: Create profile. Create an automation rule to assign prospects to the profile.
Create an automation rule to change the grade.
How do I change my Pardot score?
- Open the Scoring page
- Click Edit Scoring Rules
- Select the rule you want to change, and enter a point value
- Save your changes
Can you connect Pardot to sandbox
You won’t be able to connect a Pardot Production environment with a Salesforce Sandbox: If Salesforce org is Production, you can only connect to Pardot Production.
If Salesforce org is a Sandbox, you can only connect to Pardot Sandbox.
What does a marketing user have access to in Pardot
Marketing users have control over prospect data and marketing modules, including creating lists, forms, landing pages, and sending list emails.
How do you create an opportunity in Pardot
Opportunities are created at the account level. To sync a Salesforce opportunity that’s associated with a Pardot person account, add the person account as the opportunity contact role.
Pardot creates only one opportunity, even if the CRM opportunity is tied to multiple contacts.
How often do automation rules run in Pardot
When a prospect matches the rule criteria, Pardot applies the rule’s action. This initial process can take several hours if you have millions of prospects in your database.
Automation rules continually check for updated prospects.
How do I enable Einstein lead score in Salesforce
Go to Setup. In the Quick Find box, enter Einstein Lead Scoring , and select Einstein Lead Scoring under Einstein Sales.
Turn on Einstein Lead Scoring. Choose whether to use default settings or custom settings.
What is Sales Cloud Einstein for Everyone
The Sales Cloud Einstein For Everyone permission set includes the following permissions. Lets users see opportunity scores, which indicate which deals are more likely to close.
Lets users see all factors used by Opportunity Scoring to build scoring models. Scoring models are used to score individual records.
How far back does Einstein activity capture go
If you have at least one Einstein Activity Capture user, 24 months of captured activity data is stored and displayed on the activity timeline.
How do I enable Einstein activity capture in Salesforce
From Setup, enter Einstein Activity Capture in the Quick Find box, and then select Settings.
Click the Settings tab. Turn on or turn off Einstein Activity Capture.
How do I sync my Salesforce contacts to pardot
Syncing Prospects from Salesforce to Pardot There are 3 ways to sync new leads and contacts from Salesforce to Pardot: By clicking the send to Pardot button on the lead or the contact record in Salesforce.
By manually uploading the lead or contact’s email address into Pardot.
What type of Einstein split is used to segment a journey based on the likelihood a customer makes a purchase
There are five Einstein Split options: Persona Split – Engage customers based on their Einstein Engagement Scoring Personas.
Conversion Split – Engage customers based on their likelihood to make a purchase, download content, or complete a form on your website.
References
https://garysmithpartnership.com/high-velocity-sales/
https://help.salesforce.com/apex/HTViewHelpDoc?id=sf.aac_event_sync_how_it_works.htm&language=th
https://www.salesforceben.com/what-is-salesforce-einstein-opportunity-scoring/
