Giving users access to Pardot data in Salesforce

Pardot Data in Salesforce

This applies the Pardot permission set for users who need Pardot data in Salesforce. This permission set is part of the AppExchange package you installed previously, so it's a case of going in and applying it to the user.

  1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Click Pardot.
  3. Click Manage Assignments.
  4. Select the users you want to assign the permission set to.
  5. Click Add Assignments.