Pardot Knowledge Base

Salesforce Setup

Applying Permission Sets and Object Permissions in Salesforce

In order to grant access to Pardot data in Salesforce and allow the Salesforce connector to function correctly, you must apply permissions in Salesforce. This article is intended for Salesforce admins, and co...

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Adding Rating Stars to Your Salesforce Lead and Contact Layouts

The task in this article covers functionality available in Salesforce, and is given for your reference only. Pardot Support is not able to help configure or troubleshoot issues with rating stars. Using a cust...

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Creating an Account Score Rollup Report in Salesforce

You can easily create a Salesforce report to roll up each contact's Pardot score into a grand total for the account. In Salesforce, navigate to Reports > Create New Report. Set the Report Type to Contac...

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Copying Salesforce Account Fields to Contact Fields

Pardot syncs directly with Salesforce field information on the Lead, Contact, Account, and Opportunity objects. Occasionally you may have information on the Account level that you might want to push down to ind...

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Setting up the Salesforce Connector

Here, we'll cover getting your Salesforce account prepped to start receiving updates from Pardot, setting up the connector settings (username, password, and optional settings) in Pardot, and verifying the conne...

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What permissions does the Salesforce connector user need?

Because of Salesforce security restrictions, you'll need to manually configure your connector user's permissions for Salesforce standard objects. These objects aren't covered by the Pardot Connector User permis...

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Salesforce Permissions Setup for Pardot

Once you've set up your Salesforce connector, you'll need to grant access for your users to see Pardot data in Salesforce. Luckily, the Pardot permission set included with the Pardot AppExchange package lets yo...

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Setting up Salesforce Person Accounts for Pardot Syncing

Person accounts can be used in Salesforce to combine the contact and account objects. Pardot can sync with person accounts, however, additional steps must be taken to allow this functionality. Notes The...

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Installing Add to Pardot List Button in Salesforce

Pardot syncs with Salesforce campaigns to display the campaigns, their participants and statuses in Pardot, and to add prospects to Salesforce campaigns from the Pardot interface. To segment prospects within S...

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Installing and Updating the Pardot AppExchange Application

The Pardot connection with Salesforce requires the Pardot AppExchange composite application. This helps the connector use the Salesforce API efficiently. Salesforce limits the number of API calls that an accoun...

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