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Pardot Sf Connector Setup Implementation Guide

Pardot Sf Connector Setup Implementation Guide

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Considerations for Using the Salesforce Connector
Considerations for Accounts That Allow Multiple Prospects with the Same Email Address
Step Install the Salesforce Connector v
Install the AppExchange Application for Account Engagement
Assign the Connector User Permission Set
Assign Object Permissions to the Connector User
Add the Salesforce Connector in Account Engagement v
Step Configure Salesforce for the Salesforce Connector
Map Custom Lead Fields to Contact Fields
Show Account Engagement Data in Salesforce
Add Custom Buttons to Salesforce Page Layouts
Adding Account Engagement Standard Actions to Salesforce
Add Scoring Category Scores to Page Layouts
Give Users Access to Account Engagement Data in Salesforce
Step Configure Account Engagement
Map Salesforce and Account Engagement Custom Fields
Test the Salesforce Connector
Trigger the Initial Prospect Sync

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