Install the Pardot AppExchange App

Learning Objectives

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

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

Install the Pardot AppExchange Application and Enable 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. 

So 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. On Step 2: Choose security level of 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. Then, the admin follows these instructions to set up the Pardot Lightning App.

  1. Give users access to the Pardot connected app.
    1. From Setup, enter Manage Connected Apps in search, then click b2bma_canvas.
    2. Use Manage Profiles and Manage Permission Sets to assign the connected app to the profiles or permissions sets for users who need to access the Pardot Lightning app.
  2. Assign the Sales Cloud User or CRM User permission set.
    1. From Setup, enter Permission Sets in search, then select Sales Cloud User or CRM User from the list.
    2. Click Manage Assignments.
    3. Click Add Assignments and choose all users who need access to the Pardot Lightning app.
      1. 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.
  3. Make the app available to users.
    1. From Setup, enter Pardot in search, then click Get Started.
    2. Enable the app.

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 in Salesforce

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. 

  1. From Setup, in the Quick Find box, enter Pardot, and then select Pardot Account Setup.
  2. Follow the on-screen setup instructions.

This is a good time to think about the connector user. For guidance on how to assign this person the correct permissions, check out these steps

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.

  1. Open the Salesforce connector page.
    • In Pardot, navigate to Admin | Connectors.
    • Click gear icon  next to the Salesforce connector.
    • Select Edit.
    • In the Lightning app, click the Pardot Settings tab
    • Click Connectors.
    • Click gear icon next to the Salesforce connector
    • Select Edit.
  2. Review your connector settings.
  3. To begin syncing, click gear icon, and select Unpause.

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. 

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!  

Resources

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