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 sucessfully 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 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 Linkc- Name of label “Add to Pardot List”d- Display type select the Detail Page Buttone- select Display in 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- verfied this connector .

4- click on save button .


Leave a Reply


We're not around right now. But you can send us an email and we'll get back to you, asap.


About Us

Forcetalks is a Salesforce collaboration platform for coders & developers, geeks & nerds, consultants & business heads, admins & architects, managers & marketers and of course the business owners. A community where you can learn from, where you can contribute to. For you. For Salesforce. Read More...

Copyright 2020 Forcetalks. All Right Reserved.

Log in with your credentials


Forgot your details?