Salesforce Certified Pardot Consultant Practice Exam

When using Active Assignment Rules in Salesforce, what must happen for a prospect to create a new record in Salesforce?

1. The prospect must be associated with a valid campaign

2. The prospect must have been assigned to a user in Pardot

3. The email address must match a CRM record

4. The prospect must submit a form

The correct answer is: The prospect must have been assigned to a user in Pardot

Active Assignment Rules in Salesforce are designed to manage how leads and contacts are assigned to users based on specific criteria. For a prospect to create a new record in Salesforce, it is essential that the prospect has been assigned to a user in Pardot. When active assignment rules are used, they are triggered upon the assignment of a prospect based on the conditions set in Pardot. This can lead to the creation of a new record in Salesforce for that prospect. If the prospect is not assigned to a user within Pardot, the assignment rules cannot be applied, and therefore, no new Salesforce record will be created. Looking at the context of the other options, having the prospect associated with a valid campaign, matching the email address to a CRM record, or submitting a form could be necessary steps in managing the prospect's journey, but they won't directly affect the creation of a new record unless the prospect is already assigned to a user through Pardot. Thus, the assignment to a user is the foundational requirement for triggering the creation of a new record in Salesforce.