Pardot (Account Engagement) help articles provide step-by-step guidance on using Pardot alongside Salesforce. These resources cover connecting Salesforce and Pardot, the Pardot Lightning App, and Pardot-Salesforce user sync.
Steps to create and maintain the Salesforce-Pardot connection after the MFA authentication changes: the integration user, a self-signed certificate, the connected app, and the Pardot API endpoints.
You can use the "Add to Pardot" button on a lead or contact record for individual records, but when you have a lot of prospect records to create, use these steps.
A step-by-step walkthrough for unsubscribing a Lead or Contact from emails in Salesforce and Pardot.
Index of the Pardot (Account Engagement) documentation: connecting Salesforce to Pardot, the Pardot Lightning App, Pardot-Salesforce user sync, managing email opt-out, and Pardot Identity users.
How Identity Users access Pardot by logging in through SF/SSO
How to give Standard Salesforce users access to the Pardot Lightning App - permission set licenses, permission sets, profile assignment to PardotAppV1 and b2bma_canvas, and the required Pardot tabs.
Salesforce controls all aspects of Pardot users, including access, permissions/profile, and deactivation. Additionally, Salesforce field values override Pardot field values, including email address. Anyone who needs access to Pardot must have a Salesforce license with the appropriate Salesforce profile and permission s . The user must have a unique email address.