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Campaign Configuration
Account Engagement Settings
Use Salesforce To Manage all Campaigns
When Is an Example of Why They Would Want To Create Different Record Types for Their Campaigns
Engagement History Setup
Enable the Engagement History Dashboards
Important Fields
Engagement History Dashboard
Recap
List Views
( 🚀 Configuring an admin user is explained for managing the account engagement part of Pardot without limitations.
( 🛠️ Access to the marketing setup area is essential, appearing when integrating Marketing Cloud, Account Engagement (Pardot), or Marketing Cloud.
( 📜 Two ways to assign permissions: a limited approach using the account engagement Pardot permission set with an identity license, and a comprehensive method for a full admin in the marketing area.
( 🛠️ To create an admin, navigate to Setup, edit the user, assign sales Cloud user permission set, and create a specific permission set for the admin user.
( 🧩 Configuring the specific permission set involves checking options like manage profiles and permission sets, view setup and configuration, view roles and role hierarchy, and manage marketing setup tasks.
( 🔄 Manage assignments by assigning the newly created permission set to the user intended to be the admin.
( 🖥️ Logging in with the admin profile shows visibility of the marketing setup area, allowing comprehensive management for Pardot integration with Salesforce.
( 📚 Viewers are invited to download eBooks about Pardot from marketing.com, available in the ebook section.