{"id":791,"date":"2021-06-14T06:01:25","date_gmt":"2021-06-14T06:01:25","guid":{"rendered":"https:\/\/www.dhruvsoft.com\/blog\/?p=791"},"modified":"2024-07-26T09:40:26","modified_gmt":"2024-07-26T09:40:26","slug":"how-to-install-pardot-appexchange-application","status":"publish","type":"post","link":"https:\/\/www.dhruvsoft.com\/blog\/how-to-install-pardot-appexchange-application\/","title":{"rendered":"How to Install the Pardot AppExchange application"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 ez-toc-wrap-left-text counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.dhruvsoft.com\/blog\/how-to-install-pardot-appexchange-application\/#What_is_Salesforce_Pardot\" >What is Salesforce Pardot?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.dhruvsoft.com\/blog\/how-to-install-pardot-appexchange-application\/#How_to_Install_the_Pardot_AppExchange_application\" >How to Install the Pardot AppExchange application?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.dhruvsoft.com\/blog\/how-to-install-pardot-appexchange-application\/#Org_Setup\" >Org Setup:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.dhruvsoft.com\/blog\/how-to-install-pardot-appexchange-application\/#Assign_access_to_the_Pardot_Connected_App\" >Assign access to the Pardot Connected App:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.dhruvsoft.com\/blog\/how-to-install-pardot-appexchange-application\/#Apply_the_Pardot_Connector_User_permission_set\" >Apply the Pardot Connector User permission set:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.dhruvsoft.com\/blog\/how-to-install-pardot-appexchange-application\/#Update_access_to_Lead_and_Contact_fields_for_integration_user\" >Update access to Lead and Contact fields for integration user:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.dhruvsoft.com\/blog\/how-to-install-pardot-appexchange-application\/#Login_to_Pardot_UI\" >Login to Pardot UI<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_Salesforce_Pardot\"><\/span>What is Salesforce Pardot?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Pardot is the leading and powerful <strong>B2B marketing automation solution<\/strong> for marketers to generate more high-quality leads, so your sales team can close more deals faster.\u00c2\u00a0 Pardot can automate your marketing activities and unite your marketing and sales departments so that they can work better together.<\/p>\n\n\n\n<figure class=\"wp-block-gallery columns-1 is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\"><ul class=\"blocks-gallery-grid\"><li class=\"blocks-gallery-item\"><figure><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/B2B-Marketing-Automation-Solution-Software.gif\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"450\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/B2B-Marketing-Automation-Solution-Software.gif\" alt=\"What is Salesforce Pardot\" data-id=\"792\" data-full-url=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/B2B-Marketing-Automation-Solution-Software.gif\" data-link=\"https:\/\/www.dhruvsoft.com\/blog\/how-to-install-pardot-appexchange-application\/b2b-marketing-automation-solution-software\/\" class=\"wp-image-792\"\/><\/a><\/figure><\/li><\/ul><\/figure>\n\n\n\n<!--more-->\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Install_the_Pardot_AppExchange_application\"><\/span>How to Install the Pardot AppExchange application?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to <a href=\"http:\/\/www2.pardot.com\/notes\/pardot-appexchange-package-download-and-release-notes\/\" target=\"_blank\" rel=\"noreferrer noopener\">Pardot AppExchange Package Download<\/a> page and within the Installation Links section, select the Production Environments link.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Org_Setup\"><\/span>Org Setup:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>Login to your Dev Org from<a href=\"https:\/\/login.salesforce.com\"> https:\/\/login.salesforce.com<\/a> and navigate to the Setup home screen.<\/li><li>Type Pardot in \u00e2\u20ac\u0153Quick Find\u00e2\u20ac\u009d.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/pardot-org-setup.png\"><img loading=\"lazy\" decoding=\"async\" width=\"237\" height=\"221\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/pardot-org-setup.png\" alt=\"\" class=\"wp-image-793\"\/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">3. Go to Pardot Setup Home<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Enable the Pardot in Salesforce Org<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Enable-the-Pardot-in-Salesforce-Org.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"243\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Enable-the-Pardot-in-Salesforce-Org-1024x243.png\" alt=\"\" class=\"wp-image-794\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Enable-the-Pardot-in-Salesforce-Org-1024x243.png 1024w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Enable-the-Pardot-in-Salesforce-Org-300x71.png 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Enable-the-Pardot-in-Salesforce-Org-768x182.png 768w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Enable-the-Pardot-in-Salesforce-Org.png 1028w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">5. Click on <strong>Assign Admin<\/strong> button<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. Name your business unit and then find the user you registered with.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7. And click <strong>Save<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Assign_access_to_the_Pardot_Connected_App\"><\/span>Assign access to the Pardot Connected App:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>In Salesforce, go to Setup > Apps > Connected Apps > Manage Connected Apps.<\/li><li>Click <strong>b2bma_canvas<\/strong>.<\/li><li>Click <strong>Manage Profiles<\/strong><\/li><li>Verify that the System<strong> Administrator <\/strong>profile is selected, if it is not ensured to select it and save the assignment.<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Apply_the_Pardot_Connector_User_permission_set\"><\/span>Apply the Pardot Connector User permission set:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>In Salesforce, go to <strong>Setup > Administration > Users > Permission Sets<\/strong>.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Apply-the-Pardot-Connector-User-permission-set.png\"><img loading=\"lazy\" decoding=\"async\" width=\"243\" height=\"438\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Apply-the-Pardot-Connector-User-permission-set.png\" alt=\"\" class=\"wp-image-795\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Apply-the-Pardot-Connector-User-permission-set.png 243w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Apply-the-Pardot-Connector-User-permission-set-166x300.png 166w\" sizes=\"auto, (max-width: 243px) 100vw, 243px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2. Click CRM User.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Click Manage Assignments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Click Add Assignments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. Select your admin user and click Assign<strong> <\/strong>and then Done.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Update_access_to_Lead_and_Contact_fields_for_integration_user\"><\/span>Update access to Lead and Contact fields for integration user:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>Goto Setup under Objects and Fields<strong> <\/strong>click on Object Manager.<\/li><li>Locate and click on Contact object record.<\/li><li>Click on Fields &amp; Relationships.<\/li><li>Locate and click on the Email Opt Out field.<\/li><li>Click on the Set Field-Level Security button.<\/li><li>In the Visible column select the checkbox for B2BMA Integration User<strong> <\/strong>and System<strong> <\/strong>Administrator profiles and click Save.<\/li><li>Return to the <strong>Object Manager<\/strong> and repeat steps 3-6 for the Lead object.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Update-access-to-Lead-and-Contact-fields.png\"><img loading=\"lazy\" decoding=\"async\" width=\"887\" height=\"222\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Update-access-to-Lead-and-Contact-fields.png\" alt=\"\" class=\"wp-image-797\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Update-access-to-Lead-and-Contact-fields.png 887w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Update-access-to-Lead-and-Contact-fields-300x75.png 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Update-access-to-Lead-and-Contact-fields-768x192.png 768w\" sizes=\"auto, (max-width: 887px) 100vw, 887px\" \/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Login_to_Pardot_UI\"><\/span>Login to Pardot UI<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>If you&#8217;re logging to a demo account then\u00c2\u00a0 the link is <a href=\"https:\/\/pi.demo.pardot.com\/\">https:\/\/pi.demo.pardot.com\/<\/a> and click on Login with the Salesforce button.<\/li><li>If you&#8217;re logging to a production account then\u00c2\u00a0 the link is <a href=\"https:\/\/pi.pardot.com\/\">https:\/\/pi.pardot.com\/<\/a> and click on Login with the Salesforce button.<\/li><li>\u00c2\u00a0In the popup dialog verify that the system picked the correct user and if so click on <strong>Allow<\/strong> button.<\/li><li>And you should end up on the Pardot Dashboard page.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Login-to-Pardot-UI.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"494\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Login-to-Pardot-UI-1024x494.png\" alt=\"\" class=\"wp-image-798\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Login-to-Pardot-UI-1024x494.png 1024w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Login-to-Pardot-UI-300x145.png 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Login-to-Pardot-UI-768x371.png 768w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2021\/06\/Login-to-Pardot-UI.png 1262w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Conclusion:<\/strong> To know more about Pardot and its implementation in your organization please contact our Pardot consulting team.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is Salesforce Pardot? Pardot is the leading and powerful B2B marketing automation solution for marketers to generate more high-quality leads, so your sales team can close more deals faster.\u00c2\u00a0 Pardot can automate your marketing activities and unite your marketing and sales departments so that they can work better together.<\/p>\n","protected":false},"author":24,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"class_list":["post-791","post","type-post","status-publish","format-standard","hentry","category-news","entry"],"_links":{"self":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/791","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/comments?post=791"}],"version-history":[{"count":0,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/791\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/media?parent=791"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/categories?post=791"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/tags?post=791"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}