Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

Sercante: Flow Actions for Pardot - Install Guide

Install Guide - Configuration Guide - Examples - Admin Actions - Data Actions

The install process is completely self-serve and can be done by a Salesforce Administrator.

Install AppExchange Package

Watch the video above for a quick overview of installing from the AppExchange, then use the details below as you go through the steps yourself.

  1. Go to the AppExchange and Log In. If you don't already have a Trailblazer Account, create one.
    image.png

  2. Once logged in, visit the Flow Actions for Pardot AppExchange Listing.

  3. Click the Get It Now button

  4. Choose where you will install the package
    image.png

  5. Confirm Installation Details (you will be asked to login to Salesforce again)

  6. Install the package for Administrators Only

  7. Wait for the installation to be complete. The screen might tell you it is complete after a while, or it might tell you to wait for an email.

  8. App Install is complete!

Now that the app is installed, you are ready to configure it!

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.