Steps to Connect Pardot to Salesforce

Steps to Connect Pardot to Salesforce

Steps to Integrate Salesforce and Pardot:

There are some steps to install Pardot in salesforce

1- Click on this link (sandbox)

2- After successful installation Pardot in salesforce --->

3- Click on setup ----> Search users in Quick find Search box---> Go to the users--->

4- Select the connector user----->

5- Go to permission Set Assignments --->

6- Click on Edit Assignments ---> Assign the permission of Pardot (connected user)

7- Click on Save button

Map Pardot custom Lead Fields to contact Fields---------------

1- Go to lead fields in salesforce ---> click on Map lead fields ------>

2- Same for Contact Fields

Note - Do not map the Pardot URL lead field and Pardot URL contact field

Show Pardot Data in Salesforce - To show a Pardot Data in salesforce we need to add to custom sections in contact and lead page layout in Salesforce.

1- Add a new section in lead page layout and drag all the Pardot Fields

2- Add a new section in contact page layout and drag All the Pardot Fields

Add to the custom button in lead page layout and contact page layout ----

click on lead page layout ---> click on Edit page layout ---->

Drag the two buttons Named as(enable in classic mode) --

1- Send to Pardot2- Send Pardot Email

Note - To add the buttons to Lightning Experience, drag them to the Salesforce Mobile and Lightning Experience Actions section.

Create the Add to Pardot List Button -

a- click on setup --> search on buttons ---> go to the Campaign object--->b- click on New Button or Link - Name of label "Add to Pardot List"d- Display type select the Detail Page Button- select Display in the existing window with sidebar f- Select the URL and paste the URL -

URL = "{!Campaign.Id}/campaignName/ {!URLENCODE(Campaign.Name)}/leadCount/{!Campaign.NumberOfLeads} /contactCount/{!Campaign.NumberOfContacts}?sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}"

g- save the button and add this button to Campaign page layout

In Pardot ----

1- Login in pardot ---> click on Admin ----->

2- click on connectors -- click on Add connector ----> choose salesforce --->

3- enter the salesforce user Name and password --->

4- verify this connector.

4- click on the save button.

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