Pardot Business Unit Setup

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Steps

Follow the steps given below to create your Pardot account.

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1. Sign Up for Pardot Org

Sign up on below link https://developer.salesforce.com/promotions/orgs/pardot-de. Once you fill the signup form, you will receive an email and you can set your password.

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2. Install Package

• Install the package by going to the following link : http://www2.pardot.com/notes/pardot-appexchange-package-download-and-release-notes/ .
• Click on Production Environments > Login with your Pardot credentials > Select Install for All Users > Click on Install.

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3. Setup Pardot Business Unit

• Go to Setup > Search for Account Engagement > Business Unit Setup > Give the Business Unit name and assign an Admin > Click on Save.

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4. Enable Pardot Lightning App in Marketing Setup

• Click on the Gear icon in the top nav bar and select Marketing Setup.
• In Marketing Setup, go to Setup Assistant > Beyond the Basics > Toggle on the Turn on Account Engagement Lightning App permission.

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5. Assign Permission set

• We can assign Permission Sets to our user like CRM, Sales etc. For now, we are assigning Sales Cloud User Permission set.
• Go to Setup > User > Permission Set > Select Sales Cloud User.

• Click on Manage Assignments > Click on Add Assignment > Select a User > Click on Next > Assign the user with a role.

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6. Pardot managed connected App settings

• Now go back to Setup by clicking on the Gear icon in the top nav bar.
• Search for Manage Connected Apps > Click on Edit in b2bma_canvas and make sure it’s configured as shown below.

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7. Access your Pardot App

The Pardot App Setup is now complete and you can access it by login with Salesforce to the link below:

https://pi.demo.pardot.com/

Congratulations!! You have now successfully setup a Pardot Business Unit in your Salesforce account.