Step-by-Step Guide to Setting Up Account Engagement (Pardot) in Salesforce
- Go to this link: - https://help.salesforce.com/s/articleView?id=000380206&type=1
- Click on the “Account Engagement AppExchange package” link.
- Choose the “Production Environments” option.
- Log in with your Salesforce credentials → Select “Install for Admins Only” → Click the “Install” button.
- On the confirmation screen, select the same checkboxes as shown in the reference screenshot → Click “Continue”.
- After the installation is successful, go to Setup → Use Quick Find to search for “Business Unit Setup” → Follow the on-screen instructions and assign the user as Admin → Click “Save”.
- Go to Setup → Use Quick Find to search for “Setup Assistant” → Scroll to the “Beyond Basics” section → Enable the “Account Engagement Lightning App”.
- Once enabled, the “Account Engagement” app will appear in your App Launcher.
- Open the App Launcher → Navigate to the “Account Engagement” app.
- Inside the Account Engagement app, go to “Account Engagement Settings” → Under “User Management”, click “Users” → Click the “Add User” button.
- Create a new user inside the Account Engagement platform, using the same details as the corresponding Salesforce user.
- Return to Setup → Use Quick Find to search for “Users” → Select the Salesforce user you created in Account Engagement.
- Assign the “Account Engagement User” permission set to this user.
- Go to Setup → Use Quick Find to search for “App Manager”.
- In the App Manager, find the “b2bma_canvas” app → Click the dropdown arrow next to it → Select “Manage”.
- Scroll down to the “Profiles” section → Click “Manage Profiles” → Add the profile of the user to whom you want to grant access to Account Engagement.
- To add the Salesforce Connector, go to the Account Engagement app → Click on the “Account Engagement Settings” tab → Click on “Connectors”.
- You’ll see the Salesforce Connector status is Paused.
- Click on Actions → Select “Resume Sync”.
- The Salesforce Connector status will change to Verified.
