Set Up the Connector in Pardot
After completing this unit, you’ll be able to:
- Install the Pardot AppExchange Application and assign permission sets to the Pardot connector user in Salesforce.
- Whitelist Pardot IPs in your Salesforce account.
- Add the Salesforce connector in Pardot.
Before you can set up your Salesforce connector in Pardot, you need to install the Pardot AppExchange package into your Salesforce org. If you haven’t installed an AppExchange package before, no need to worry. It’s a painless process. You can learn how to do that (and more) now, by following the steps here in your Trailhead Playground.
If you don’t have a Trailhead Playground yet, that’s okay. You can create a Trailhead Playground from any hands-on challenge section in Trailhead. Find out how in the Trailhead Playground Management module.
If you already have a Trailhead Playground, great! Make sure to have your username and password handy; you need them in just a minute. Not sure where they’re hiding? Find your username and password for your Trailhead Playground.
Now that you’ve got your Trailhead Playground credentials, you’re ready to go.
First, install the Pardot AppExchange package into your Playground.
- Open Pardot AppExchange Package Download and Release History.
- Choose the Production Environments installation link.
- Log in to Salesforce with your Trailhead Playground credentials.
- Select Install for Admins Only.
- Click Install.
- In the popup, check Yes, grant access to these third-party web sites.
- Click Continue.
- Click Done.
The package can take several minutes to install. You’ll get an email notification with the subject line “Package Pardot Install Successful” when it’s complete.
Next, give your connector users the appropriate permission sets they need.
- From Setup in your Trailhead Playground, enter
Permission Setsin the Quick Find box, then click Permission Sets.
- Click Pardot Connector User in the table.
- Click Manage Assignments.
- Click Add Assignments.
- Select the users to whom you want to apply the permission sets; in this case, select your Trailhead Playground username.
- Click Assign.
- Click Done.
Whitelisting means you recognize and trust specific IP addresses, and it allows Pardot and Salesforce to connect with each other and sync smoothly.
- In the Quick Find box, enter
Network Access, then click Network Access.
- Click New.
- Enter the first IP address range from the table below.
- Click Save.
- Repeat steps 3–5 until you’ve successfully added all three IP address ranges.
|Start IP Address
||End IP Address
Now that you’ve installed the Pardot AppExchange package and whitelisted Pardot’s IP address ranges in Salesforce, you’re ready to add the Salesforce connector to Pardot.
- Log in to Pardot.
- Navigate to Admin | Connectors.
- Click +Add Connector.
- Click salesforce.com.
- Click Create Connector.
- Leave Connect to a Salesforce sandbox unchecked.
- In the popup, log in to Salesforce using the connector user’s credentials, Remember, if you’re following along in your Trailhead Playground, use your Trailhead Playground credentials.
- Click Allow to give the connector user access to your account.
- Choose your connector settings.
- Click Finish.
When you click Finish, the connector automatically begins authentication—there’s no need to verify.
Once you’ve added the Salesforce connector to Pardot, we recommend you test it. To learn how, read the Test the Salesforce-Pardot Connector article.
Note, 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. Hold onto that for now; you configure your Salesforce and Pardot accounts first. We do that in the next two units!
The steps are very similar with a few changes. Let's look at the new process you need to follow.
- Get the Installation link from here. It’s important that you install the package from this link and not through the AppExchange because this package updates your Salesforce account with a custom application, tabs, and fields under leads and contacts.
- Review the actions, and click Install.
- On Step 2 of the install wizard, click Grant access to admins only as your security level.
A Salesforce admin must enable Pardot accounts and appoint a Pardot admin to manage the account.
- From Setup, enter
Pardotin the Quick Find box.
- Click Pardot Account Setup.
- Follow remaining setup instructions on screen.
When your account is enabled, your Pardot admin receives an activation email. The admin must activate the account in order to access the connector.
- From the activation email, click the activation link.
- Follow the prompts to log in to Pardot.
When the connector is created, it is in a paused state. A Pardot admin must configure the new connector and unpause it to begin syncing data. Let’s get that connector syncing.
- In Pardot, navigate to Admin | Connectors.
- Click the gear icon next to the Salesforce connector and select Edit from the dropdown menu.
- Review your connector settings.
- To begin syncing, click the gear icon and select Unpause.