> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pardot Business Unit Setup

> In this you will get to know the step by step process to configure your Salesforce Pardot Org.

## Steps

Follow the steps given below to create your Pardot account.

### 1. Sign Up for Pardot Org

Sign up on below link [https://developer.salesforce.com/promotions/orgs/pardot-de](https://developer.salesforce.com/promotions/orgs/pardot-de). Once you fill the signup form, you will receive an email and you can set your password.

### 2. Install Package

* Install the package by going to the following link : [http://www2.pardot.com/notes/pardot-appexchange-package-download-and-release-notes/](http://www2.pardot.com/notes/pardot-appexchange-package-download-and-release-notes/) .
* Click on `Production Environments` > Login with your Pardot credentials > Select `Install for All Users` > Click on `Install`.

### 3. Setup Pardot Business Unit

* Go to `Setup` > Search for `Account Engagement` > Business Unit Setup > Give the Business Unit name and assign an Admin > Click on `Save`.

<img height="200" src="https://mintcdn.com/cobalt-55/JZIwRzAqkgW8vPoP/images/Pardot/pardotb_setup.png?fit=max&auto=format&n=JZIwRzAqkgW8vPoP&q=85&s=02d9b71e3ac6169772b7ea91e522da8c" alt="Pardot Business Unit Setup" data-path="images/Pardot/pardotb_setup.png" />

### 4. Enable Pardot Lightning App in Marketing Setup

* Click on the **Gear** icon in the top nav bar and select `Marketing Setup`.
* In Marketing Setup, go to `Setup Assistant` > `Beyond the Basics` > Toggle on the **Turn on Account Engagement Lightning App** permission.

<img height="200" src="https://mintcdn.com/cobalt-55/JZIwRzAqkgW8vPoP/images/Pardot/pardotb_on.png?fit=max&auto=format&n=JZIwRzAqkgW8vPoP&q=85&s=fc7e801773bfea6f311c0cdadd8b28ad" alt="Toggle on the App" data-path="images/Pardot/pardotb_on.png" />

### 5. Assign Permission set

* We can assign Permission Sets to our user like CRM, Sales etc. For now, we are assigning Sales Cloud User Permission set.
* Go to `Setup` > `User` > `Permission Set` > Select **Sales Cloud User**.

<img height="200" src="https://mintcdn.com/cobalt-55/JZIwRzAqkgW8vPoP/images/Pardot/pardotb_assign.png?fit=max&auto=format&n=JZIwRzAqkgW8vPoP&q=85&s=9a62c01f2072101ef13578f5f081a43c" alt="Assign Permission Set to the user" data-path="images/Pardot/pardotb_assign.png" />

* Click on `Manage Assignments` > Click on `Add Assignment` > Select a User > Click on `Next` > Assign the user with a role.

### 6. Pardot managed connected App settings

* Now go back to Setup by clicking on the **Gear** icon in the top nav bar.
* Search for `Manage Connected Apps` > Click on `Edit` in **b2bma\_canvas** and make sure it's configured as shown below.

<img height="200" src="https://mintcdn.com/cobalt-55/JZIwRzAqkgW8vPoP/images/Pardot/pardotb_manage.png?fit=max&auto=format&n=JZIwRzAqkgW8vPoP&q=85&s=8f28a8ca91679a53ec656de9f0c120b1" alt="Pardot managed connected App settings in b2bma_canvas" data-path="images/Pardot/pardotb_manage.png" />

### 7. Access your Pardot App

The Pardot App Setup is now complete and you can access it by login with Salesforce to the link below:

[https://pi.demo.pardot.com/](https://pi.demo.pardot.com/)

<Info>
  You can learn about how to setup the OAuth app for Pardot [here](https://docs.gocobalt.io/resources/integration-providers/salesforce_pardot).
</Info>

Congratulations!! You have now successfully setup a Pardot Business Unit in your Salesforce account.