我們大家都知道Salesforce會分成不同的模塊，比如Sales Cloud，Service Cloud, Marketing Cloud,這是不同業(yè)務(wù)場景來區(qū)分的，銷售，售后和市場營銷。但是我們都知道這幾者之間是密不可分的。Pardot是Salesforce的B2B營銷自動化解決方案。Pardot可以自動化你的營銷活動，并聯(lián)合你的營銷和銷售部門，使他們能夠更好的合作。
我們在Pardot中可以了解到這幾種角色：
Visitors：An anonymous person who visits your website and is now tracked in Pardot.（一個匿名訪問你的網(wǎng)站的人，但是現(xiàn)在被Pardot給記錄了）。
Conversion：Once a visitor gives you their contact information by submitting a landing page or form in Pardot, they are converted to a prospect.（一旦這個匿名用戶通過Landing Page或者Form給你了聯(lián)系信息（通常是郵件或者電話等聯(lián)系方式），那么這個Visitor就會轉(zhuǎn)化成Prospect）。
Prospect: An anonymous visitor that has converted and is now identified. If you’re familiar with Sales Cloud or other CRM software, this is also called a lead.(一個被轉(zhuǎn)化和識別的Visitor，在Sales Cloud中也被稱為Lead)。
Lead Qualification: You probably have thousands (or even hundreds of thousands) of people interacting with your organization. Your sales teams can’t contact each of them, so as marketers it’s your job to help send them the best prospects. This process of finding the gold needles in the haystack of prospects is called lead qualification. You decide the threshold for when a prospect is ready to be assigned to a salesperson for them to follow up.(在市場營銷活動中，可以有成千上萬的人訪問你的網(wǎng)站，但是市場營銷人員不可能把所有的聯(lián)系人全部推給你的銷售人員。所以我們需要設(shè)置一些規(guī)則，當(dāng)滿足這些規(guī)則時，市場人員就可以把他們推給你的銷售團(tuán)隊了)。
Pardot使用兩個指標(biāo)來衡量Lead Qualifications：Score and grade.
Prospect Score: A prospect’s score is a numerical value indicating how interested they are in your product or service, based on specific actions the prospect takes.(每一個Prospect都會根據(jù)Prospect的行為有一個分值的)。
Prospect Grade：A prospect’s grade is represented by a letter (A, B, C, D, etc.) indicating how well a prospect fits the profile of your ideal prospect.（Prospect會根據(jù)是多少適合你的理想的Prospect來給你一個等級A，B，C等）。
Prospect Campaigns：These are typically the first marketing-related contact your prospect has with your company. If you’re familiar with campaigns in Sales Cloud, this is very different from how campaigns work there—think of a Pardot campaign as being equivalent to a Sales Cloud lead source.（Sales Cloud和 Pardot 的Campaigns其實(shí)是由很大的不同，可以把Pardot的Campaign看作是Sales Cloud的Lead Source）。
為了給Visitor在你的hosted頁面轉(zhuǎn)化成Pardot Assets實(shí)現(xiàn)無縫銜接，我們需要配置Tracker Domains.這部分需要IT部門的支持。相關(guān)鏈接可以參考：https://help.salesforce.com/articleView?id=pardot_admin_tracker_domain_parent.htm&type=0
還有一個是我們需要了解的就是我們Email Authentication。通常郵件認(rèn)證有兩種方式：Sender policy Framework(SPF) 和 DomainKeys Identified Mail(DKIM)。這個配置也需要IT部門的支持。相關(guān)鏈接如下：https://help.salesforce.com/articleView?id=pardot_email_authentication.htm&type=5
