Install the Connector and Enable Pardot

Learning Objectives

After completing this unit, you’ll be able to:

• Configure the Connector User.
• Install the Pardot AppExchange Application.
• Enable Pardot in Salesforce.
• Configure and unpause the Salesforce-Pardot Connector in Pardot.

Follow Along with Trail Together

Learn more about the following steps and processes from an expert. 

Configure the Connector User

Before configuring the connector user, make sure they have the following permissions.

• API Enabled
• Manage Profiles and Permission Sets
• View All User
• View Setup and Configuration

This step applies only to accounts with Salesforce-Pardot connector v1, or accounts using a custom connector user, or the v2 Salesforce-Pardot connector.

Now you need to grant the connector user the Pardot Connector User permission set. 

1. From Marketing Setup, enter Users in the Quick Find box and select Users.
2. Select your connector user.
3. Scroll to Permission Set Assignments and click Edit Assignments.
4. Click Pardot Connector User in the Available Permission Sets box.
5. Click the Add arrow button.
6. Click Save.

As an added layer of security, an admin must manually configure your connector user’s permissions for Salesforce standard objects. 

Make sure the Pardot Connector user has the following permissions for these standard objects.

Install the Pardot AppExchange Application

Only a Salesforce admin from within the 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.

Let’s go ahead and download, install, and set up the correct permissions sets.

1. Get the installation link to ensure your Salesforce account is updated with a custom application, custom tab, and custom fields under leads and contacts. You might need to modify your view to display the fields.
2. Review all actions, and click Install.
3. In the install wizard, select Grant access to admins only.

Before you enable Pardot, grant the user assigned as the Pardot admin access to the Pardot Lightning app. The following steps are a basic view of the steps that need to be taken to set up the Pardot Lightning App. 

1. Give users access to the Pardot connected app.
2. Assign the Sales Cloud User or CRM User permission set.
3. Make the app available to users.

Now that it’s enabled, the app appears in the App Launcher for all users with a Sales Cloud user seat who have the app permission assigned.

Enable Pardot

A salesforce admin must enable new Pardot business units and appoint a Pardot admin. If you have multiple Pardot Business units, be sure to assign a Pardot admin to each unit. 

Note that using a partner to help enable Pardot is strongly recommended. For more information, refer to the Salesforce Connector Setup Guide in the resource section. 

Configure and Unpause the Salesforce-Pardot Connector in Pardot

The Salesforce-Pardot connector is created in a paused state. A Pardot admin must configure the connector and unpause it to begin syncing data. The Salesforce-Pardot 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.

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.

In the next unit, we are going to learn how to configure Salesforce for the Salesforce-Pardot connector. 

Resources

• Pardot Site: Salesforce Connector Setup Guide Salesforce Help: Install the Pardot AppExchange Application
• Salesforce Help: Test the Salesforce-Pardot Connector
• Salesforce Help: Configure the Connecter User
• Salesforce Help: Marketing Data Sharing
• Pardot Site: Salesforce Connector Setup Guide Pardot Site: Implementing Selective Syncing