#Pardot B2b Marketing Automation29 utenti parlano di questo argomento

Hi Izzi, 

The 3rd option you listed is the classic email template building interface, while the 1st option is the newer lightning email template builder. When using the latter option, you have to select the option to “Activate for Automation”, which makes the email available for use as an autoresponder or a template in Salesforce Engage. For the classic email template builder you have the option to make it available for these use cases: 1:1 emails, list emails (one-off sends), Engagement Program Emails, or as autoresponder emails. 

This article may be helpful:

That does not look like one of the Sender merge fields that you can use. Here is a list of the Sender merge fields: 

{{Sender.Email}} The sending user’s Email field 

{{Sender.FirstName}} The sending user’s First Name field 

{{Sender.LastName}} The sending user’s Last Name field 

{{Sender.Name}} The sending user’s full name; displayed as: First_Name Last_Name 

{{Sender.Phone}} The sending user’s phone number 

{{Sender.Signature}} The sending user’s text signature, available to edit in the user’s profile 

{{Sender.Title}} The sending user’s job title 

{{Sender.URL}} Link to your company’s website from assigned user’s URL field 

Found here: 

https://help.salesforce.com/s/articleView?id=mktg.pardot_handlebars_merge_fields.htm&type=5

@Asim Ansari

Looking back at my question, I realize I didn't explain the problem correctly.

I can retrieve the URLs that were clicked, so there is no issue there. However, if a link hasn't been clicked, I can't retrieve its original URL.

In other words, if I want to retrieve all the links contained in a Campaign/List Email, I can't get their original URLs. The only thing I can retrieve is the tracking URL (my Marketing team doesn't use custom redirects).

On the other hand, when I retrieve click data, I can get the exact destination URL for each clicked link.

The problem is that for links that haven't been clicked, I'd have to create the records manually, because the only URL I can retrieve from the List Email is the tracking URL. This also makes it impossible to reliably match the clicked URLs with the corresponding links in the List Email.

Is there a way to retrieve the original URLs of all links in a List Email, including those that haven't been clicked?

Hi @Akhilesh Prajapati

This is Account Engagement (Pardot) territory. The infinite spinner on 

Account Engagement Settings → User Management → Users is a known symptom pattern, almost always tracing back to the Salesforce↔Pardot connector/session layer rather than an actual "Users" bug. I checked the linked community thread it has 0 replies, so no prior resolution to build on there.

Here's the diagnostic order I'd work through, most-likely-cause first:

1. Check Connector authentication statusGo to Account Engagement Settings → Connectors and check the Salesforce connector's status. If it shows an auth error (commonly surfaces as Pardot API Error 184 authentication failure), that alone is enough to hang User Management, since that page pulls live data through the connector session. Reauthenticate the connector user if it's broken.
2. Confirm the connector user still has correct accessThe user account the Salesforce Pardot connector runs as needs an active Salesforce license, System Administrator (or equivalent) profile, and the Account Engagement Administrator role in Pardot. If that user was deactivated, had their profile changed, or lost the Pardot role assignment, the connector silently fails and pages like this spin forever instead of erroring cleanly.
3. Rule out browser-side blocking (very common cause)Account Engagement Settings loads inside a Salesforce Canvas app (an iframe calling out to Pardot's API). Third party cookie blocking (Safari/Chrome privacy settings), ad blockers, or browser extensions frequently break this silently. Test in an incognito/private window with extensions disabled, and try a different browser entirely before assuming it's a config issue.
4. Check Session Settings for Clickjack Protection / IP restrictionsIn Salesforce Setup → Session Settings, aggressive Clickjack Protection settings or 'Lock sessions to the IP address from which they originated' can block the Canvas iframe from completing its callout. Also check Login IP Ranges on the connector user's profile if Pardot's servers aren't whitelisted, the callout can hang rather than fail visibly.
5. Check for multiple Business UnitsIf this org has more than one Account Engagement Business Unit, User Management can hang if the specific Business Unit context is ambiguous or misconfigured for the logged-in user. Confirm which Business Unit the affected admin is scoped to, and that their Salesforce profile maps correctly to it under Business Unit Setup.
6. Escalate to Salesforce Support with the network traceIf all of the above check out, open a case with Salesforce Support (this is a Pardot/Account Engagement product issue, not something fixable via Apex/Flow/config alone). Capture a browser dev-tools Network tab trace of the failed page load first the failing XHR call to Pardot's API will usually show the real error code even though the UI just shows a spinner.

Quickest first move: step 1 (Connectors auth status) and step 3 (incognito/different browser) these two catch the majority of real-world cases of this exact symptom. If the connector shows green/authenticated and it still hangs in a clean browser, jump to step 4 (Session Settings) before assuming it needs a Support case.

I hope you find the above information helpful. If it does, Please mark it as Best Answer to help others too.

@Maria Giulia De Angelis

Yes — a custom connector user is supported on Connector v2, and the connector syncs exactly the set of Leads/Contacts that user can see, so restricting its record visibility (role + sharing) does scope what syncs. But for "sync only records where a flag = true", the purpose-built and much lower-maintenance tool is Marketing Data Sharing (MDS) — a field-based rule you set in Salesforce (Account Engagement setup) — rather than engineering sharing rules around the connector user. Common pattern: custom user for the security/permission posture, MDS for the actual selection criterion. 

On a record later falling out of scope (flag removed / sharing changes): an already-synced Prospect is NOT deleted — it just stops syncing and stays in Account Engagement with its last values (no manual step needed). If it qualifies again, syncing resumes and re-matches the SAME Prospect by its CRM record id, so you don't get a duplicate. Switching the connector user from B2BMA to a custom user likewise doesn't touch existing Prospects — it only changes sync scope going forward. One caveat: while out of scope a Prospect silently stops receiving updates, so design the flag so records don't churn in/out unintentionally. 

If this helps, please mark it as the Best Answer so it helps the next person — thanks 🙂

Hi Saad

Yes, there is. Under Marketing > Emails > Sent, click on the Name of the email you've sent. On the top right of the page that just opened, there's a "View Report" button. Click on that. Then you will see the report of the email sent, including Unique HTML Opens which are all the unique prospects that opened your email. 

If the email was sent as an email template, you could search for it through Reports > Marketing Assets > Email Templates. Then Navigate to Unique HTML Opens and click the hyperlink. This will take you to the page of all the prospects that opened your email template. 

Hi Sreemanth — this one is almost always the sharing-settings step on the Inventory objects rather than a problem with your Commerce licenses. Things to try, in order: 

1) Set up the Inventory sharing manually instead of using Retry. Click the "Set up manually" link on the Inventory row, then go to Setup → Sharing Settings → Organization-Wide Defaults → Edit. Set Default Internal Access for Location and Location Group

to Public Read/Write, keep "Grant Access Using Hierarchies" checked, and Save. Sharing recalculation runs asynchronously, so wait for the confirmation email before going back to the assistant. 

2) Don't hit Retry while a sharing recalculation is still running.

If the assistant tries to change org-wide defaults while another recalculation is in flight, the step fails with exactly that generic "We couldn't set up all of the features" message. Wait until it finishes, then Retry so it can continue to steps 4–6. 

3) Check Setup → Deferred Sharing Maintenance and Setup → Background Jobs.

If deferred sharing calculation is suspended in the org, the assistant can't update org-wide defaults at all. 

4) Confirm the Inventory objects are actually provisioned.

Location and Location Group come with Inventory Management / Omnichannel Inventory, and a plain new Developer Edition org isn't always fully provisioned for Commerce. If those objects are missing, spinning up a Commerce-enabled trial org (B2B/B2C Commerce trial signup or Environment Hub) is the fastest route. 

5) Check the running user's permissions.

Make sure whoever runs the assistant has the Commerce Admin permission set plus Modify All Data / Manage Sharing. 

Once Inventory sharing is set manually, the assistant should treat the step as complete and let you finish the rest. If it still sticks at 3 of 6 after recalculation completes, check the Setup Audit Trail around the failure timestamp and raise a support case — the generic message doesn't tell you which object failed, but Support can see it. 

Hope that helps.