Pardot Knowledge Base

Connecting Pardot to a Salesforce Sandbox

Last Updated: Aug 18, 2016 | Print this Article
 
The Salesforce connector can be designated to sync with your Salesforce sandbox org (available to certain levels of Salesforce users) when following the instructions below.

Installing Pardot AppExchange Application for a Salesforce Sandbox

  1. Log out of your Salesforce Production Instance.
  2. Click here for the package install link. Be sure to click the sandbox link.
  3. When prompted, enter your sandbox-specific username and password.
  4. Run the installation wizard, review actions and click Deploy to complete the install.
  5. On Step 2, Choose security level, we strongly recommend choosing Grant access to admins only. Alternatively, you can choose Grant access to specific profiles.
  6. Once the package is installed, make sure that the user on the Salesforce connector has the Pardot Connector User permission set and the standard object permissions listed in What permissions does the Salesforce connector user need? See Applying Permission Sets and Object Permissions in Salesforce for help with this step. 

Setting up the Connector in Pardot

Setting up a connector for a Salesforce sandbox is slightly different than setting one up for a production account. There are two additional things you need to do in the connector settings to sync with a Salesforce sandbox account:
 
  1. In Pardot, navigate to Admin > Connectors.
  2. Click + Add Connector.
  3. Click salesforce.com.
  4. Mark  Connect to a Salesforce sandbox account.   Create Salesforce Sandbox
  5. Click Create Connector.
  6. In the pop-up box, enter the connector user’s Salesforce credentials and click Log in to Salesforce.
  7. Once you’ve logged in, click Allow to give the connector permission to access your account. At a minimum, the connector user  needs to have access to the following in Salesforce:
    • Create, edit, and read all leads
    • Create, edit, and read all contacts
    • Create all tasks
    • Read all users
    • Read all campaigns
    • Read/write/view all/modify/delete all ObjectChangeLogs
  8. Choose your connector settings.
  9. Click Finish to save your connector.

Switching from a Salesforce Sandbox to a Production Account

  1. Install the Pardot AppExchange package for your Salesforce production instance.
  2. In Pardot, unverify then delete the Sandbox CRM connector. Note: updating the existing connector can cause duplicate campaigns.
  3. Create a new Salesforce connector. Update your username credentials so your email address is no longer appended with the sandbox account name.
  4. Complete Steps 4-8 (same process as when you completed these steps for your Sandbox instance).

Notes

  • When setting up the connector to sync with a sandbox account, have a clear plan of what you'd like to test in both Pardot and Salesforce so you can effectively test the sandbox account and feel confident to eventually move to your production instance.
  • Pardot only allows one active CRM connector at a time.
  • Pardot can't "wipe" data, so you will need to manually delete any prospects and data that is brought into your Pardot account from the sandbox connector before enabling the connector for your production instance.
  • We recommend waiting to import your existing leads/contacts from your production instance until you're done testing with the sandbox account.
  • If connected to a sandbox first, when you create your production connector, all prospects will not automatically queue to sync.
Next in this series: Pardot Integration with Salesforce1 

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