{"id":6994,"date":"2022-12-27T17:05:00","date_gmt":"2022-12-27T17:05:00","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=6994"},"modified":"2024-11-29T09:37:48","modified_gmt":"2024-11-29T09:37:48","slug":"how-to-create-and-set-up-demo-pardot-org-in-salesforce","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/12\/27\/how-to-create-and-set-up-demo-pardot-org-in-salesforce\/","title":{"rendered":"How to Create and Set up Demo Pardot Org in Salesforce"},"content":{"rendered":"\n<p>In this blog, we will discuss &#8220;How to Create and Set up demo Pardot org in Salesforce&#8221;, Pardot is&nbsp;<strong>a software as a service (SaaS) marketing automation platform<\/strong>&nbsp;by SalesForce offering email automation, targeted email campaigns and lead management for B2B sales and marketing organizations. Pardot automates common marketing tasks, including : Tracking customer behaviors. Creating digital marketing campaigns.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em><span style=\"text-decoration: underline;\">Create and Set up Demo Pardot Org<\/span><\/em><\/strong><\/h4>\n\n\n\n<p>In order to create a Salesforce developer org with pardot use the following steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>First Create a developer org with pardot using the following link <a href=\"https:\/\/developer.salesforce.com\/promotions\/orgs\/pardot-de\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/developer.salesforce.com\/promotions\/orgs\/pardot-de\/<\/a>.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/1.-Pardot-Org-Sign-In.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/1.-Pardot-Org-Sign-In.png\" alt=\"Create and Set up Demo Pardot Org\"><\/a><\/center>\n<font size=\"2\"><center><i>Pardot Org Sign In <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can provide all required details then check your email and follow the steps and create your org password.<\/li>\n\n\n\n<li>Log in to this new org, click on setup and search and open \u201c<strong>Pardot Account Setup<\/strong>\u201d.Then select yourself as a Business unit admin and save.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/2.-Pardot-Account-Setup.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/2.-Pardot-Account-Setup.png\" alt=\"Pardot Account Setup\"><\/a><\/center>\n<font size=\"2\"><center><i>Pardot Account Setup <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Next check your email you will receive a confirmation email for adding you as a Pardot Admin. Again open \u201c<strong>Pardot account setup<\/strong>\u201d and check Business Unit Status is \u201c<strong>Enabled<\/strong>\u201d.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/3.Business-Unit-Status.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/3.Business-Unit-Status.png\" alt=\"Business Unit Status\"><\/a><\/center>\n<font size=\"2\"><center><i>Business Unit Status <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The next step is to install <strong>Pardot package<\/strong> in your developer org in order to Create and Set up Demo Pardot Org.<\/li>\n\n\n\n<li>Open the below link and select the installation link for production environments \u201c<a href=\"https:\/\/pardot-appexchange.herokuapp.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/pardot-appexchange.herokuapp.com\/<\/a>\u201d<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/4.Pardot-Installation-Links.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/4.Pardot-Installation-Links.png\" alt=\"Pardot Installation Links\"><\/a><\/center>\n<font size=\"2\"><center><i>Pardot Installation Links <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to your developer org and install the package for all users.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/5.Install-Pardot.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/5.Install-Pardot.png\" alt=\"Install Pardot\"><\/a><\/center>\n<font size=\"2\"><center><i>Install Pardot <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>After installing the package open \u201c<strong>Permission set<\/strong>\u201d and find and edit \u201c<strong>CRM User<\/strong>\u201d. Assign permission set for the specific user. Then set Field level security for the \u201cEmail Opt Out\u201d field on both contact and lead object.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/6.Permission-set.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/6.Permission-set.png\" alt=\"Permission Sets\"><\/a><\/center>\n<font size=\"2\"><center><i>Permission Sets <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then go to <strong>Marketing Setup<\/strong>-&gt;<strong>Go Beyond the Basics<\/strong> and find \u201c<strong>Turn on Pardot Lightning App in Salesforce<\/strong>\u201d and enable the button.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/7.Marketing-Setup.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/7.Marketing-Setup.png\" alt=\"Marketing Setup\"><\/a><\/center>\n<font size=\"2\"><center><i>Marketing Setup <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then open the \u201chttps:\/\/pi.demo.pardot.com\/\u201d link on the next tab. And click on \u201c<strong>Login with salesforce<\/strong>\u201d and open Pardot, After opening the Pardot link go to \u201c<strong>Admin<\/strong>\u201d and click on \u201c<strong>Connectors<\/strong>\u201d.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/8.-Pardot-admin.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/8.-Pardot-admin.png\" alt=\"Pardot Admin Section\"><\/a><\/center>\n<font size=\"2\"><center><i>Pardot Admin Section <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can see your org is connected to Pardot.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/9.Pardot-Connectors.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/9.Pardot-Connectors.png\" alt=\"Pardot Connectors\"><\/a><\/center>\n<font size=\"2\"><center><i>Pardot Connectors <\/i><\/center><\/font>\n\n\n\n<p>By following the above blog instructions, you will be able to &#8220;<strong>Create and Set up Demo Pardot Org in Salesforce<\/strong>&#8220;. If you still have queries or any related problems, don\u2019t hesitate to contact us at\u00a0<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about the Product are available on\u00a0<a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/erp-integration\/\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" rel=\"noreferrer noopener\">our website<\/a>\u00a0and\u00a0<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at&nbsp;<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/08\/18\/navigation-service-in-lwc\/\" target=\"_blank\" rel=\"noreferrer noopener\">Navigation Service in LWC<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/08\/16\/how-to-use-static-resources-in-lwc\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Use Static Resources In LWC<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/02\/16\/how-to-invoke-an-lwc-component-function-from-aura-component\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to invoke an LWC Component function from Aura Component<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/02\/12\/using-aura-method-to-pass-value-from-child-component-to-parent-component-with-example\/\" target=\"_blank\" rel=\"noreferrer noopener\">Using Aura method to pass value from Child component to Parent component (with example)<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will discuss &#8220;How to Create and Set up demo Pardot org in Salesforce&#8221;, Pardot is&nbsp;a software as a service (SaaS) marketing automation platform&nbsp;by SalesForce offering email automation, targeted email campaigns and lead management for B2B sales and marketing organizations. Pardot automates common marketing tasks, including : Tracking customer behaviors. Creating digital\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/12\/27\/how-to-create-and-set-up-demo-pardot-org-in-salesforce\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[1359,1376,1369,1363,1360,1365,1362,1364,1358,1368,1357,1361,1371,1356,1370,1367,1377,1366],"class_list":["post-6994","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-business-unit","tag-create-and-set-up-demo-pardot-org","tag-create-demo-pardot","tag-crm-user","tag-demo-pardot","tag-email-opt-out","tag-field-level-security","tag-free-demo-pardot","tag-how-to-create-and-setup-demo-pardot-org-in-salesforce","tag-marketing-setup","tag-pardot","tag-pardot-account-setup","tag-pardot-connectors","tag-pardot-installation-links","tag-permission-set","tag-salesforce-developer-org","tag-salesforce-pardot","tag-turn-on-pardot-lightning-app-in-salesforce"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6994","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=6994"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6994\/revisions"}],"predecessor-version":[{"id":9922,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6994\/revisions\/9922"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=6994"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=6994"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=6994"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}