Hi trailblazers, I am trying to get data displayed on the Marketing Engagement History related list on the Contact record layout in a newly created Developer Sandbox (DEV1). However, I am facing two blocking issues that seem to be related to the backend provisioning of Account Engagement (Pardot) in this environment:
- Engagement History Error: On the Contact record page, the Lightning component shows the generic warning: "Hmm, you need access to Pardot data to see Engagement History. Contact your admin for help." (My user already has the Marketing User checkbox marked, Account Engagement Admin/User permission sets assigned, and the proper Permission Set Licenses).
- Infinite Loading: When trying to access the Account Engagement Settings > User Management > Users page to map my user via Salesforce User Sync, the UI gets stuck in an infinite loading loop (blue dots) and never displays the user list (already tried Incognito mode and multiple browsers to discard third-party cookie blocks).
To fix this, I navigated to Setup > Account Engagement > Business Unit Setup to assign the Business Unit Admin. However, the screen appears completely blank/empty under the title "Assign Business Unit Admin for Setup". There are no lookup fields, dropdowns, or active buttons available to select a user or save.
Questions:
- Has anyone experienced this completely blank page in Business Unit Setup within a DEV sandbox?
- Is this a known backend provisioning issue where the Account Engagement org wasn't properly replicated or activated by Salesforce during the sandbox creation?
- Do I need to request Salesforce Support to manually provision the Business Unit in this specific sandbox, or should this requirement be moved to a Partial/Full Copy sandbox instead?
- Does MCAE work on DEV or any Sandbox?
Any guidance on how to unblock this interface would be highly appreciated. Thank you!
Check out some resources for Pardot sandboxes. Some considerations (there are many)
- Pardot Advanced/Premium required (extra charge for Plus)
- A sandbox refresh completely wipes out your Pardot Business unit that might have been setup, you gotta start over
- I thought that you could only have 2 SF sandboxes make a Pardot Sandbox, but I can't find a reference.
I've seen the blank screen when there wasn't "room" to make more sandboxes, but I'm not fully trusting my memory on that.
Resources:
https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_sandbox.htm
https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/ae_sandbox_impl_guide.pdf
