Install the Connector and Enable Account Engagement

Learning Objectives

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

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

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 Account Engagement Connector User permission set.

From Marketing Setup, enter Users in the Quick Find box and select Users.
Select your connector user.
Scroll to Permission Set Assignments and click Edit Assignments.
Click Account Engagement Connector User in the Available Permission Sets box.
Click the Add arrow button.
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 Account Engagement Connector user has the following permissions for these standard objects.

Object Name	Object Permissions	Field Permissions
Accounts	View All	All standard and custom fields syncing with Account Engagement
Campaigns	Create/Edit/Read/View All	All standard and custom fields syncing with Account Engagement
CampaignMember	Create/Read/Edit	All standard and custom fields syncing with Account Engagement
Contacts	Create/Edit/Read/View All/Modify All	All standard and custom fields syncing with Account Engagement
Leads	Create/Edit/Read/View All/Modify All	All standard and custom fields syncing with Account Engagement
ObjectChangeLogs	View All/Modify All	All
Opportunity	View All	All standard and custom fields syncing with Account Engagement
Task	Edit Tasks	All standard and custom fields syncing with Account Engagement
Users	View All Users	All standard and custom fields syncing with Account Engagement

Install the Account Engagement AppExchange Application

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

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. You might need to modify your view to display the fields.
Review all actions, and click Install.
In the install wizard, select Grant access to admins only.

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

Give users access to the Account Engagement connected app.
Assign the Sales Cloud User or CRM User permission set.
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 Account Engagement

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

Note that using a partner to help enable Account Engagement 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 Account Engagement

The Salesforce-Pardot connector is created in a paused state. An Account Engagement 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 Account Engagement, they don’t sync to Account Engagement 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.

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