Set Up a User for Integration

This is the more thorough approach to Integration. This method creates a dedicated user account that isn’t directly linked to an individual. While this is the preferred option, it does involve a more detailed process.

This guide assumes you are using the Lightning version of Pardot. If you are using an older version of Pardot, you may need to request help from Pardot to find the required Ids.

Here is an overview of the steps:

• Create a new Salesforce user with an Identify License.

• Create a Pardot user with the same email as your Identify License Salesforce user.

• Ensure the Salesforce and Pardot user are linked.

Our approach follows the Salesforce best practices outlined in their guide here: https://developer.salesforce.com/docs/marketing/pardot/guide/getting-started.html

Set Up a Salesforce Identity User

The best way to integrate FeedOtter with Salesforce Pardot is to create a unique user in Salesforce with an Identity License. This is a special user license that is included with your Pardot license.

• In Salesforce click the gear and go to Setup > Users

• Click New User

• Create a new user with an email address that you can access. You will need to setup a password and verify this new user. We recommend something like [e-mail] or [e-mail]

Using an email address like [e-mail] will receive email at [e-mail]. The "+feedotter" is discarded for email receipt purposes. This works with most modern email systems but if you do not receive the activation email your company email may not allow this.

We recommend setting the Role to something marketing related but this should not impact api connectivity. Ensure that the new Salesforce user has a User License = Identity and Profile = Identity User (see below).

Verify the account of this new user and setup a password as necessary.

Set Up A Pardot User

1. On the primary Lightning toolbar (main Pardot page) locate and navigate: Account Engagement Settings > User Management > Users > Add User

2. Create a new Pardot user using the same email used for the Salesforce user created above. Making sure the CRM Username field is mapped to the Salesforce Identify User you created above.

3. The Role should be Administrator or Marketing

1. In the new Pardot user look for a blue link labeled Enable SSO / Single Sign On click this.

At this point you are ready to connect your FeedOtter account to Salesforce Pardot. Please logout of all Salesforce / Pardot instances in your browser and have the user and password of the Salesforce Identity User ready for use.

Refer to this guide to finish the Integration:

How to Set Up Your Pardot Integration