Step-by-Step Guide to Setting Up Account Engagement (Pardot) in Salesforce
Pardot / Account Engagement

Step-by-Step Guide to Setting Up Account Engagement (Pardot) in Salesforce

14 May 2025 0 Comments 0 Likes
  1. Go to this link: https://help.salesforce.com/s/articleView?id=000380206&type=1

  2. Click on the "Account Engagement AppExchange package" link.

    Screenshot showing Account Engagement AppExchange package link

  3. Choose the "Production Environments" option.

    Screenshot showing Production Environments selection

  4. Log in with your Salesforce credentials → Select "Install for Admins Only" → Click the "Install" button.

    Screenshot showing Install for Admins Only option

  5. On the confirmation screen, select the same checkboxes as shown in the reference screenshot → Click "Continue".

    Screenshot showing confirmation checkboxes

  6. 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".

    Screenshot showing Business Unit Setup page

  7. Go to Setup → Use Quick Find to search for "Setup Assistant" → Scroll to the "Beyond Basics" section → Enable the "Account Engagement Lightning App".

    Screenshot showing Setup Assistant page

  8. Once enabled, the "Account Engagement" app will appear in your App Launcher.

    Screenshot showing Account Engagement in App Launcher

  9. Open the App Launcher → Navigate to the "Account Engagement" app.

    Screenshot showing App Launcher with Account Engagement

  10. Inside the Account Engagement app, go to "Account Engagement Settings" → Under "User Management", Click "Users" → Click the "Add User" button.

    Screenshot showing Add User button in Account Engagement Settings

  11. Create a new user inside the Account Engagement platform, using the same details as the corresponding Salesforce user.

    Screenshot showing user creation form

  12. Return to Setup → Use Quick Find to search for "Users" → Select the Salesforce user you created in Account Engagement.

    Screenshot showing Users setup page

  13. Assign the "Account Engagement User" permission set to this user.

    Screenshot showing permission set assignment

  14. Go to Setup → Use Quick Find to search for "App Manager".

    Screenshot showing App Manager search

  15. In the App Manager, find the "b2bma_canvas" app → Click the dropdown arrow next to it → Select "Manage".

    Screenshot showing b2bma_canvas app management

  16. 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.

    Screenshot showing profile management

  17. To add the Salesforce Connector, go to the Account Engagement app → Click on the "Account Engagement Settings" tab → Click on "Connectors".

    Screenshot showing Connectors section

  18. You'll see the Salesforce Connector status is Paused.

    Screenshot showing paused connector status

  19. Click on Actions → Select "Resume Sync".

    Screenshot showing Resume Sync option

  20. The Salesforce Connector status will change to Verified.

    Screenshot showing verified connector status

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