In this blog, we will learn how to Setup Pardot org in Salesforce to kick start your Pardot journey. We will talk about how to get Pardot login and step by step process to configure the Salesforce Pardot Org.
Configure Pardot in Sales Cloud
Here are required step to configure the Pardot in Sales Cloud.
- Package Link-http://www2.pardot.com/notes/pardot-appexchange-package-download-and-release-notes/
- Assign access of Pardot connected App
- Apply the Pardot Connector user permission (Sales, Service or CRM user license)
- Enable Pardot lightning App
- Remove access of Pardot classic App
- Resume the sync of connector
Let start the customize journeys.
1. Sign up For Pardot Org
Sign up on below link https://developer.salesforce.com/promotions/orgs/pardot-de. Once you fill signup form, you will receive an email and you can set your password.
2. Install Package
Install Package using below link http://www2.pardot.com/notes/pardot-appexchange-package-download-and-release-notes/. Click on Production environment & Install it for All users
3. Setup Pardot Business Unit
Setup Pardot Business unit. Go to Setup -> Pardot account setup and give Business unit name and assign admin
4. Enable Pardot Lightning App.
Enable Pardot lightning App. Go to Marketing Setup as shown in below image and enable pardot lightning App
5. Assign Sales or service or CRM permission set
Assign Sales or service or CRM permission set to your user So, we are assigning Sales Cloud User permission set to our user. Setup -> Permission set -> Sales cloud user -> Manage Assignment and assign it to your user.
6. Pardot managed connected App setting
Go to setup -> manage connected app and edit b2bma_canvas App and make sure below setting is as per snap
7. Access Pardot app
Click on App launcher and you will be able to see Pardot App. This App will navigate into pardot lightning screen. To Access Pardot classic, hit below URL and click on login with Salesforce https://pi.demo.pardot.com/ .
8. Resume the Sync
Go to Pardot setting from Pardot lightning App -> Click on connector -> Once the connector is verified, click on resume sync as show in below snaps.
Hope this blog was informative
Salesforce Pardot Setup Video
Thank you for the session.
Thank you Lakhan & Amit for insightful session .. Configure Pardot in Sales Apps with Flipkart Use case.
Thanks for the wonderful session.
Thanks for the session Apex hours. The Pardot setup video helped me a lot. Completed!
Thanks for the session
Thanks for this session of How to setup Pardot in Salesforce. Completed
Thanks for this wonderful session. Completed!!
Thanks for this amazing session. Completed!!
Hi,
I have completed the setup but on clicking the Pardot I am getting the Spinner continuously. Please help me with that
Hi Does this Pardot instance cost if used for learning purposes?
It free if you have partner org
When I try to install Pradot in the full sandbox, it throws an error.
Your request to install package “Pardot Pardot Package v4.96” was unsuccessful. None of the data or setup information in your salesforce.com organization was affected.
If your install continues to fail, contact Salesforce CRM Support through your normal channels and provide the following information.
1. ApexClass Dependent class is invalid and needs recompilation:
Class pi.PardotBusinessUnitQueryActionV2 : Type is not visible: ConnectApi.PardotBusinessUnitContext
PardotAPIWrapperTest: Dependent class is invalid and needs recompilation:
Class pi.PardotBusinessUnitQueryActionV2 : Type is not visible: ConnectApi.PardotBusinessUnitContext
2. ApexClass Type is not visible: ConnectApi.PardotBusinessUnitContext
PardotBusinessUnitQueryActionV2: Type is not visible: ConnectApi.PardotBusinessUnitContext
3. Flow(Account_Engagement_Bulk_Asset_Copy_Flow-7) Get_My_Business_Units (Action) – We can’t find an action with the name and action type that you specified.
Account_Engagement_Bulk_Asset_Copy_Flow-7: Get_My_Business_Units (Action) – We can’t find an action with the name and action type that you specified.
4. Flow(Account_Engagement_Sandbox_Production_Bulk_Asset_Copy_Flow-6) Get_Production_Business_Units (Action) – We can’t find an action with the name and action type that you specified.
Account_Engagement_Sandbox_Production_Bulk_Asset_Copy_Flow-6: Get_Production_Business_Units (Action) – We can’t find an action with the name and action type that you specified.
Thanks for your post. That’s so interesting.
I requested a pardot demo org. But I haven’t received email from Salesforce yet.
Anyone know about how long should I get the feedback email from Salesforce?