Hopefully, you already have some kind of org chart that tells you who needs user access to Pardot and the levels of access they’ll need. To begin with, I’d advise starting with just the main users so you can finish the basic steps before all your users start logging in and digging around (no doubt following up with you to ask questions!).
To create a Pardot user, head to Admin > User Management > User and click +Add User.
Once you fill out the email and name details finland dial code for the user, click to Send Activation Link. This will send an email to the user and allows them to choose a password and security question, the email expires after 48 hours. You can then choose the User Role and end by clicking Create User.
One of the great things about Pardot is you’re not restricted to the default four user roles (Administrator, Marketing, Sales Manager, Sales) and you can actually create Custom user roles with control over exactly what permissions each has. The overview of default role permissions is here.
Step 3 - Connect to Salesforce
Assuming you are already using Salesforce, as almost all businesses that use Pardot as their chosen automation are, the next task is to seamlessly connect your CRM.
This is actually a four-step, er, step. The Salesforce guide is here but essentially you need to:
Install Pardot AppExchange
Assign the Pardot Connector user Permission Set
Assign Object Permissions to the Connector User
Add the Salesforce-Pardot Connector in Pardot
I recommend you simply follow the guide from Salesforce to do this.
Once you are successfully connected, you need to do the configuration of fields, page layouts, buttons and scoring. Plus you can decide whether users in Salesforce have access to Pardot data. The full instructions for configuration are here.
Step 4 - Upload Salesforce data into Pardot (or migrate)
From the very beginning, you want to get into the habit of only having your sales-qualified leads stored in Salesforce, with all other known prospects in Pardot.
This means sales only ever have access to the leads that are ready to contact. It saves their time and effort trawling through numerous data records that are useless to them. Tom (MarCloud Founder) has written an entire post on where to upload new data first, which you can read here.
Back to the upload of your current data though.
First, the data needs to be manually uploaded to Pardot because it will not naturally flow across from Salesforce to Pardot just because the connector is set up.
You need to trigger a sync by uploading all of the data first and from that point, the data will be able to sync. This means all Leads and Contacts will need to be imported, as troublesome as that task may seem. If you have a Data Officer in your business who can handle the export and import that will help you a great deal!
Note: be sure to set up the custom fields that you need in Pardot before triggering the sync.