Pardot Implementation Guide
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PLAN YOUR ACCOUNT ENGAGEMENT IMPLEMENTATION
ENGAGEMENT BUSINESS UNIT
Install the AppExchange Application for Account Engagement
Enable Account Engagement in Salesforce
SET UP SALESFORCE USER SYNC
User Sync Basics
Identify or Create Users in Salesforce
Assign Salesforce Users to Account Engagement
Transfer User Management to Salesforce
SET UP THE ACCOUNT ENGAGEMENT LIGHTNING APP
Give Users Access to the Account Engagement Lightning App
TRACK PROSPECT ENGAGEMENT IN SALESFORCE
Add the Matched Leads Lightning Component
Comparison of Engagement History Features
