Can I connect Pardot to Salesforce Sandbox?

Can I connect Pardot to Salesforce Sandbox?

Yes you can. As long as the feature functionality is provisioned correctly for your Production account, and the Sandbox has been recently refreshed or the Match Production Licenses process has been performed to ensure that provisioning is available to the Salesforce Sandbox.

How do you get into the pardot training environment?

Salesforce Partners can request a Pardot Training Environment. Go to the Pardot B2B Marketing Automation Group in the Partner Community and submit the form found in the information section.

How do I assign a pardot admin in Salesforce?

A Salesforce admin must enable new Pardot business units and appoint a Pardot admin….Enable Pardot in Salesforce

1. From Marketing Setup, under Pardot Setup Home, click Assign Admin.
2. Name your business unit and assign your Pardot admin.
3. Save your changes.

How do you test in pardot?

Add test prospects from your users.

1. Navigate to Pardot Settings | User Management | Users.
2. Select users for the test list.
3. From the table action dropdown, select Create prospect and add to test list.
4. Choose your test list and click Go.
5. Click Ok in prompt.

How do I make a sandbox for Pardot?

Create a business unit.

1. From Marketing Setup,, select Pardot Account Setup.
2. Enter a name for the business unit.
3. Choose an admin for the business unit and save your work. The admin is responsible for activating the business unit and adding users, and can be changed.

Does Pardot work with Professional Edition?

Pardot can sync with Salesforce Professional Edition accounts or higher.

What are the limitations of connecting Pardot to a Salesforce Sandbox account?

Data and configurations can’t be shared between sandboxes and production accounts. Changes must be manually recreated. Pardot sandboxes aren’t supported the same way Pardot is supported in production, so performance is sometimes slower. Pardot sandboxes can’t be moved to a different Salesforce sandbox.

How do you make a sandbox pardot?

Log in to a Salesforce sandbox. Verify that the Pardot Integration User permission set is assigned to the B2BMA Integration User. Create a business unit….Required Editions and User Permissions.

User Permissions Needed
To create a Sandbox for Pardot:	Customize Application AND Modify All Data

How do I make a user a pardot an administrator?

Open the Users page. Select Admin (Pardot Settings in the Lightning app), and then User Management | Users. Click + Add User. Enter the user’s first and last name.

What are the limitations of connecting pardot to a Salesforce Sandbox account?

How do you access the Pardot AppExchange application to install it?

Open the Salesforce connector page.

1. In Pardot, navigate to Admin | Connectors.
2. Click. next to the Salesforce connector.
3. Select Edit.
4. In the Lightning app, click the Pardot Settings tab.
5. Click Connectors.
6. Click next to the Salesforce connector.
7. Select Edit.

What is B2BMA integration user Salesforce?

In v1 environments, The B2BMA Integration User exists to facilitate the flow of data between Salesforce and Pardot for several of the new releases and beta features like Connected Campaigns, Engagement History, or the Pardot Lightning App.

What is the difference between a sandbox and a Pardot sandbox?

A Sandbox is a replica of your current Salesforce environment, including all of the metadata like custom fields, page layouts, Process Builders, etc. that allows you build and test new changes and then push them back to production. A Pardot Sandbox is a Pardot Business Unit that can be provisioned from a Salesforce Sandbox.

What licenses do I need to use Pardot with Salesforce?

You will require the following licenses: Pardot: Pardot Advanced edition (or Pardot Premium with the v2 connector). Salesforce: Unlimited or Performance edition (note: Full Sandboxes available at an additional cost with any Salesforce edition) Find the considerations linked here.

How do I set up a sandbox in Salesforce?

In Setup for your Salesforce sandbox, navigate to the Pardot Setup Home section to provision a new sandbox business unit and assign an admin to complete the activation process. After the admin activates your sandbox business unit and sets it up to match your production business unit, your team can begin testing changes.

What domain is Pardot hosted on?

In general: Demos, developer orgs, and sandbox environments are hosted on the domain pi.demo.pardot.com. Training and production environments are hosted on the domain pi.pardot.com. You can find the correct URL for your Pardot domain from Salesforce Setup.