Monday, January 9, 2023

Pardot Sandbox Set-Up


Salesforce Pardot - Salesforce Pardot and Marketing Cloud Consultants

Follow the below steps to set-up Pardot sandbox.

Step 1:

Install below Pardot manage Packages using below link.

https://pardot-appexchange.herokuapp.com/

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2E000000sj6x

Select sandbox if you are installing for sandbox org. You will get an email once installation has been completed.

Check in quick find “Installed Packages” . Pardot Package should be installed there.

Step 2:

Go to manage Connected App.

Click on “Pardot_to_SF_Integration_Secure_Connected_App” and add “System Administrator” profile under “Manage profile”

Click on Manage Permission button on the same screen.

Add users who need Pardot access in below permission sets.

1.Pardot

2.Pardot Connector User

3.Pardot Integration User

4.CRM user

Step 3:

Provide Pardot related Tabs access from Profile.

Now you can access Pardot using app view and it is look like below screenshot.

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Reference :

https://help.salesforce.com/s/articleView?id=sf.pardot_lightning_remove_access_to_classic.htm&type=5

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