Install and Configure the Pardot Salesforce Connector AppExchange Package

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After purchasing Pardot, the first step to actually being able to take advantage of your new marketing automation tool is installing the Pardot AppExchange package (or the Pardot Salesforce connector).

You’ll need your company Salesforce administrator to follow the install instructions. You should eventually end up at a page that looks like this:

Enable Pardot in Salesforce

The next step is to enable Pardot directly in your Salesforce org. For any account purchased after February 11, 2019 you’ll need to appoint a Pardot admin to manage the account. If you intend to use Business Units, this is where you would want to configure as well.

After appointing the Pardot admin and complete account provisioning, Pardot will send the admin an email to start the setup process.

Configure the Salesforce-Pardot Connector in Pardot

The final “initial” step to activate Pardot involves setting up the Salesforce Connector from within Pardot. This is where you actually connect Pardot to Salesforce by logging into your account and syncing the data (unpausing the connector as well).

Are you Lightning Ready? Pardot Lightning App Setup and Configuration

What’s Next?

Unfortunately there’s a lot more to do in order to successfully implement Pardot. You’ll want to do things like update Salesforce page layouts and map custom fields.

Relevant Documentation