How do I connect Pardot to Salesforce?

How do I connect Pardot to Salesforce?

Salesforce & Pardot Integration

1. Get Started with Salesforce for Pardot. ~20 mins.
2. Set Up the Connector in Pardot. ~20 mins.
3. Configure Your Salesforce Account. ~20 mins.
4. Configure Your Pardot Account. ~20 mins.

Where is my Pardot connector user?

Go to the the Pardot Lightning App, open “Pardot Settings”, then click on Connectors > Connector Settings. Navigate to the section “Change Trusted Connector User”, and introduce the username.

What is a Pardot connector user?

The Pardot integration user is an automatically provisioned user that connects to Salesforce to sync data. Pardot is the only app that can log in to Salesforce via the integration user, and only after a Salesforce admin has finished the Pardot setup.

How are Pardot and Salesforce databases shared?

Pardot and Salesforce have different authorization and sharing models. Data is shared through the Salesforce-Pardot connector via the connector user. Therefore, Pardot has access to the same Salesforce data that the connector user has access to.

What is the difference between Salesforce and Pardot?

In a nutshell, these are the main differences: Pardot is positioned as a B2B platform while Salesforce Marketing Cloud is more B2C (although this isn’t always the case and some companies can use both) The main difference is the buying cycle. Pardot enables greater marketing and sales alignment for B2B teams.

How do I verify my Pardot account?

From “Welcome to Salesforce” Email: Verify Account Once their Identity User account has been created, Users will receive a “Welcome to Salesforce” email. Click “Verify Account.”

How do I change my connector user on Pardot?

Note:

1. In Pardot, navigate to Admin > Connectors. In Pardot Lightning App, Pardot settings > Connectors.
2. Click the gear icon next to the Salesforce connector, and then click ‘Edit’.
3. Click Change ‘Connector User’.
4. Log in to Salesforce as the new connector user.

What is a Pardot only user?

Pardot-only users have Pardot credentials, but no Salesforce credentials. Conversely, Salesforce SSO-only users have Salesforce credentials, but no Pardot credentials. This change affects users who currently log in with Pardot credentials, so it affects both Pardot-only and Pardot + Salesforce SSO users.

Can a Pardot account be linked to a Salesforce account?

You’ve mapped your Pardot fields to Salesforce fields and matched your Pardot user accounts to Salesforce user accounts, plus enabled single-sign-on between the two platforms You’re all set to have Pardot and Salesforce start working together for you. 1 Why should you map your Pardot custom fields to the corresponding Salesforce fields?

How to connect Pardot to Salesforce trailhead playground?

Select the users to whom you want to apply the permission sets; in this case, select your Trailhead Playground username. Click Assign. Click Done. Allowlisting means you recognize and trust specific IP addresses, and it allows Pardot and Salesforce to connect with each other and sync smoothly.

How to set up Pardot connector in trailhead unit?

From Setup in your Trailhead Playground, enter Permission Sets in the Quick Find box, then click Permission Sets. Click Pardot Connector User in the table. Click Manage Assignments. Click Add Assignments. Select the users to whom you want to apply the permission sets; in this case, select your Trailhead Playground username. Click Assign.

How to set up Pardot single sign on with CRM?

Set Up Salesforce Pardot Single Sign-On. 1 In Pardot, Navigate to Admin | User Management | Users. 2 Use the checkboxes on the left side of the table to select all users for whom you wish to enable SSO. 3 From the dropdown at the bottom left of the users table, select Enable single sign-on with CRM. 4 Click Go.