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Sercante: Email Digest for Pardot - Install Guide

Install Guide - Configuration Guide - Troubleshooting

Requirements

  • You must have Salesforce and Pardot installed and set up

  • You (or an Admin) must be able to install a Salesforce Package

  • My Domain has been set up (required for Lightning components)

Installation

AppExchange Package

  1. Install the App from the AppExchange: Email Digest for Pardot | Sercante Labs - Sercante - AppExchange

  2. When prompted, install for Admins Only, and accept that the package will communicate with our REST API endpoint

Create a new User

It is our recommended advice that each integration has its own user. For this Pardot integration, a User with an Identity License profile should be sufficient.

In Salesforce, create a new user, possibly using the Identity Profile.

  1. In Salesforce Lightning, Navigate to Setup

  2. Navigate to Users under Administration > Users, click on New User

  3. Use the following values (or use whatever makes sense for you)

    1. First Name: App

    2. Last Name: Email Digest for Pardot

    3. Alias: let it auto-populate

    4. Email: use an email address you have access to

    5. Username: create a username that uniquely identifies this integration

    6. User License: Identity

    7. Time Zone: It does not matter, but you do need to remember it for later on

    8. When complete, the section should look like this
      image.png

  4. Using the Salesforce activation email, be sure to log in. It asks you to set a password and recovery options. Save this info somewhere (we don’t need it, we just think you might).

  5. If you are using User Sync, complete one more step: in Salesforce Setup navigate to Pardot Account Setup > Manage Users. Edit User Assignments and make sure your new user is Selected (or is added as a member of a selected group or role).

In Pardot, create a new user (skip step 1 if you are not using User Sync):

  1. If you are using User Sync, update the profile and role mapping to make sure the Salesforce profile (e.g. Identity User) is mapped to a Pardot Role that matches the abilities you want your API integration to have.

  2. Navigate to the Users page in Pardot by navigating to Admin (Pardot Settings in the Lightning app), and then User Management | Users.

  3. Click the +Add User button and complete the required information, using the same values (where possible) that you used when creating the Salesforce User

    1. In the CRM Username dropdown menu, select the new API integration User you created in Salesforce.

    2. When complete, the section should look like this (You can have Marketing as the Role instead of Administrator)
      image.png

  4. After saving the new User record, click the "Enable Salesforce single sign-on" link. (If you have already enabled User Sync for this user/profile, this will be completed automatically.)

  5. Be sure that the Time Zone is still correct. Very important!

Create a new Permission Set

A Permission Set is what will enable our User to connect via the Connected App without needing to manually authorize it.

  1. In Salesforce Lightning, Navigate to Setup

  2. Navigate to Permission Sets under Administration > Users, click on New

  3. Use the following values (or use whatever makes sense for you)

    1. Label: Email Digest for Pardot API Access

    2. API Name: let it auto populate

    3. Description: Grants access to Email Digest for Pardot via API to retrieve Statistics. No permissions specified.

    4. Click Save

    5. When complete, the section should look like this
      image.png

  4. Add the new Permission Set to the User created/chosen above

    1. When viewing the Permission Set, click Manage Assignments

    2. Click Add Assignments, and select the correct User

Update the Connected App

Now that the App is installed, and our User is set up, we need to pre-authorize the user to be able to use the Connected App.

  1. In Salesforce Lightning, Navigate to Setup

  2. Navigate to App Manager under Platform Tools > Apps

  3. Locate Email Digest for Pardot (there will be 2), locate the Connected (Managed) app, and click Manage
    image.png
  4. At the top of the App, click Edit Policies
    image.png

  5. Under OAuth Policies > Permitted Users, select: Admin approved users are pre-authorized, save

  6. You should be brought back to the page you saw after completing step 3 above. From here, locate the Permission Sets section and click Manage Permission Sets
    image.png

  7. Add the “Email Digest for Pardot API Access” permission set you created earlier, click Save

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