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I'm not the Admin and would like to point them  in the right direction.  Can you share any articles on what needs to be set up so that a sales rep can add a contact/lead to a Pardot list that I have marked to be shown in CRM?

1 resposta
  1. 5 de mai. de 2024, 15:50

     4 permissions exist in Account Engagement (Note that these are ordered from the highest permission to lowest): 

     

    Administrator -> Full access to Account Engagement.

    Marketing -> Not full access but has access to Emails, Campaigns etc. 

    Sales Manager -> Access to Reporting + additional configurations. 

    Sales -> Access to Reporting and conversions. 

     

     You can read more here - https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/pardot_implementation_guide.pdf

    You can see the specifics for each Role by going to Account Engagement -> Account Engagement Settings -> User Management -> Roles 

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