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Salesforce

CRT-160 · Question #262

Your client has a service portal for customers. A Pardot page action set by the admin will change a prospects engagement custom field to "Engaged" for any prospect who views this service portal…

The correct answer is A. Automation Rule with blank criteria and add action & Automation rules with attended webinar. See the full explanation below for the reasoning.

Question

Your client has a service portal for customers. A Pardot page action set by the admin will change a prospects engagement custom field to "Engaged" for any prospect who views this service portal page. Customers who visit this portal more often have a higher company satisfaction rate. Those who rarely visit the portal have a high rate of attrition. Your client wants to encourage customers to engage with the service portal and has the following requirements:

  • Prospects with no Engagement custom field value should be added to the Engagement Program.
  • If prospects registers for an upcoming webinar and views the training portal they should be

removed from the engagement program. What steps do you recommend to achieve those requirements?

Options

  • AAutomation Rule with blank criteria and add action & Automation rules with attended webinar
  • BAutomation Rule with blank criteria and add action & Dynamic List with attended webinar and
  • CAutomation Rule with blank criteria and add action & Completion action rules with attended
  • DAutomation Rule with blank criteria and add action & segmentation rules with attended webinar

How the community answered

(42 responses)
  • A
    81% (34)
  • B
    2% (1)
  • C
    7% (3)
  • D
    10% (4)

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