how to setup pardot connector salesforce user

• Open the Users page. Select Admin ( Pardot Settings in the Lightning app), and then User Management | Users.
• Click Enable Salesforce User Sync.
• Follow the prompts.
• Map Salesforce profiles to Pardot user roles. All Salesforce users with the selected profiles are synced to the assigned Pardot role.
• Confirm the settings. We recommend that you leave the following settings enabled. ...
• When finished mapping profiles, click Enable Salesforce User Sync.

Full Answer

How to integrate Pardot with Salesforce?

Step 1: Install the Package and Enable Pardot Install the Pardot AppExchange Application Enable Pardot in Salesforce Configure and Unpause the Salesforce-Pardot Connector in Pardot... Step 2: Configure Salesforce for the Salesforce-Pardot Connector

How to configure the Salesforce-Pardot AppExchange connector?

Step 1: Install the Salesforce-Pardot Connector (Connector v1) Install the Pardot AppExchange Application Configure the Connector User Assign the Pardot Connector User Permission Set Assign Object Permissions to the Connector User Add the Salesforce-Pardot Connector in Pardot (Connector v1)

What is SSO in Pardot and Salesforce?

SSO enables users to access multiple instances (Pardot and Salesforce) with a single login and one set of credentials. As a result, Pardot + Salesforce SSO users will need to stop using Pardot credentials and only use the Salesforce credentials to access the org.

How do I create a permission set for Pardot?

NOTE: If you don't want to use the Sales User or CRM User permission set, create and assign a permission set with the 'Allow access to all Pardot features' app permission. Don’t choose a license for the new permission set. Make the app available to users. From Setup, enter Pardot in search, then click Get Started.

How do you set up a Pardot connector?

In the Lightning app, select Pardot Settings and then Connectors.Click + Add Connector.Click Salesforce.Click Create Connector.Log in to Salesforce using the connector user's credentials.After you're logged in, click Allow to give the connector user access to your account.Choose your connector settings.More items...•

Who is the Pardot connector user?

The connector user is a user that you designate to connect Pardot and Salesforce for data syncing. These tasks apply only to accounts that aren't using the Pardot integration user. After the Pardot package is installed in your Salesforce org, you grant the connector user the Pardot Connector User permission set.

How do I assign a user to Pardot in Salesforce?

Add Pardot UsersOpen the Users page. ... Click + Add User.Enter the user's first and last name.Enter the user's email address. ... Click the CRM Username dropdown menu and select a Salesforce user. ... Choose a user role.When finished, click Create User.

How do I change my user on Pardot connector?

For Pardot Accounts using the v2 Salesforce connector:In pi.pardot.com, navigate to Admin > Connectors. ... Click the gear icon next to the Salesforce connector, and then click 'Edit'.Go to the section "Change Trusted Connector User", introduce the username and click on the button "Change Trusted Connector User".

How do I change the administrator of a Pardot in Salesforce?

A Salesforce admin must enable new Pardot business units and appoint a Pardot admin....Enable Pardot in SalesforceFrom Marketing Setup, under Pardot Setup Home, click Assign Admin.Name your business unit and assign your Pardot admin. ... Save your changes.More items...

What is integration user in Salesforce?

What is an Integration User? An integration user is an assigned license with its own custom profile and permission sets dedicated to the integration of any 3rd party integrations. For clarity, an integration user is NOT a human.

How do I add users to Pardot lightning?

Give Users Access to the Pardot Lightning AppFrom Marketing Setup, in the Quick Find box, enter Permission Sets , then select Sales Cloud User, Service Cloud User, or CRM User from the list.Click Manage Assignments.Click Add Assignments and choose all users who need access to the Pardot Lightning app.

What do sales users have access to in Pardot?

The Pardot Sales user role gives them everything they need to send one-to-one emails and view, edit, or export information for their assigned prospects. It's a “read only” user role in terms of having the ability to make major changes to the Pardot instance or manage marketing assets.

How many Pardot users can I have?

You can use the Pardot default user roles. You can't modify the default roles, but you can clone a default role and edit it to create a custom user role. You can create or update up to 50 users at once by importing a CSV file.

How do I verify my Salesforce connector in Pardot?

Check Pardot's version and make sure it's the last one....Go to Setup > Manage Connected Apps.Go to Pardot_to_SF_Integration_Secure_Connected_App.Click on "Edit Policies"Go to the "OAuth Policies" section.Select "admin approved users are pre-authorized" from the drop-down of the "Permitted users" field.Click on save.More items...

How do you sync prospects in Salesforce to Pardot?

By default new leads and contacts within Salesforce will not sync over to Pardot automatically....Syncing Prospects from Salesforce to PardotBy 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.More items...•

How are leads created in Salesforce from Pardot?

If a match is found with a lead record, Pardot will sync with it; but if a match isn't found and the prospect has been assigned to sales, Pardot will create a new lead record in Salesforce. By default, a Salesforce record will override the Pardot record if there is a conflict of information.

What is Pardot Salesforce connector?

The Pardot-Salesforce connector uses the integration user to sync. If you want to selectively sync records, change the connector user to a user with the appropriate permissions or set up Marketing Data Sharing before unpausing. Check out the link in the Resources section for more information on how to do this.

What does Pardot do after provisioning?

After you complete provisioning and admin assignment, Pardot sends the Pardot admin an email to start the setup process. If you have business units, Pardot sends each business unit admin an email to start the setup process for their business unit.

Can a Salesforce admin install Pardot?

Only a Salesforce admin from within Salesforce platform can install and enable Pardot. To complete setup, the Salesforce admin appoints a Pardot admin who can configure the Pardot side of the account. The good news is that a Pardot admin doesn't have to be a Salesforce admin.

Does Salesforce sync with Pardot?

If you have leads and contacts in Salesforce that do not exist in Pardot, they don’t sync to Pardot automatically. You need to import those records to establish a sync.

Does Pardot have to be a Salesforce admin?

The good news is that a Pardot admin doesn't have to be a Salesforce admin. So let’s go ahead and download, install, and set up the correct permissions sets. Get the installation link to ensure your Salesforce account is updated with a custom application, custom tab, and custom fields under leads and contacts.

How to check your Pardot edition?

To check your edition, head to Pardot > Account Settings. Users will only have visibility to the Pardot data in the business unit that they are related to. However, in Salesforce it is the permissions that determine which data is available for users as Pardot and Salesforce have their own data authorisation.

How to set up a new user in Salesforce?

You can set up a new user in Salesforce by heading to Setup > Users > Users (Sub menu) > New User or heading to [your_domain]/lightning/setup/ManageUsers/home.

What is Salesforce user sync?

Salesforce User Sync simply means that all users will be managed in Salesforce and all records in Salesforce and Pardot will be updated simultaneously and become ‘synced’ users. Synced users won’t be able to use Pardot credentials to log in to Pardot.

What is an alias in Salesforce?

Alias – An alias is a type of nickname, if you will, that will identify you as the user (it is shorthand as your entire name probably won’t fit). This is automatically assigned as the first letter of a first name and first four letters of a last name e.g tcarr. To set up a user in Salesforce head to Setup.

How many profiles can be in Salesforce?

Profile – There can only be one profile per user and is chosen based on the user’s job functionality, as this determines the permissions for certain functionalities in Salesforce.

When will Pardot users retire?

As part of the Spring’21 release, Pardot-only users will be retired from February 2021.

Does Salesforce have an identity only license?

If you do not have a Salesforce seat, don’t fret! Salesforce has issued 100 Free Identity Only Licences so that this login option is authenticated to Pardot-users only, without an additional cost to your organisation and without the need of a Sales/Service cloud license. Salesforce Identity License creates a user record in Salesforce with the sole purpose of services such as single sign on (SSO). This will give Pardot users access to Salesforce with limited functionality, but allow their original functionality in Pardot.

What is a Pardot user?

The Pardot integration user is an automatically provisioned user that connects to Salesforce to sync data. Pardot is the only app that canlog in to Salesforce via the integration user, and only after a Salesforce admin has finished the Pardot setup.

What is a Pardot integration?

The Pardot integration user is an automatically provisioned user that connects to Salesforce to sync data. Pardot is the only app thatcan log in to Salesforce via the integration user, and only after a Salesforce admin has finished the Pardot setup.

What is the send to pardot button?

The Send to Pardot button makes it easy to add Salesforce leads or contacts to Pardot. If acorresponding record exists, the button syncs the records instead of creating a prospect. The SendPardot Email button lets Salesforce users who are assigned the Pardot permission set to send aPardot-tracked email from Salesforce.

Can Salesforce and Pardot share data?

Salesforce and Pardot share prospect and opportunity data. A Salesforce admin can install the Pardot AppExchange package. If youpurchased Pardot after February 11, 2019, you enable the package from Salesforce.

Does AppExchange have pardot?

The AppExchange application adds Pardot fields and Visualforce pages, but they’re not displayed. To display the Pardot fields andVisualforce pages in Salesforce, add them to your Salesforce lead and contact page layouts.

How many tracker domains can you have on Pardot?

You can designate one primary tracker domain per account, and it must be unique across all Pardot accounts. Each tracker domaincounts toward your account limit, even if it’s based on the same domain.

What is Pardot Lightning?

Set up the Pardot Lightning app to grant users access to Pardot. The Pardot Lightning app offersan elevated integration experience and allows your sales and marketing teams to work side-by-sideon one platform.

What happens after a Salesforce admin is assigned?

After your Salesforce admin has assigned users to Pardot, your Pardot admin can map Salesforceprofiles to roles in Pardot . Then, the Pardot admin transfers user management to Salesforce to create

Can Pardot map Salesforce profiles?

After your Salesforce admin has assigned users to Pardot, your Pardot admin can map Salesforce profiles to roles in Pardot. Then,the Pardot admin transfers user management to Salesforce to create a Pardot profile for each user assigned from Salesforce.

Does AppExchange have pardot?

The AppExchange application adds Pardot fields and Visualforce pages, but they’re not displayed. To display the Pardot fields andVisualforce pages in Salesforce, add them to your Salesforce lead and contact page layouts.