Let’s understand the Basics Before we dive into the steps, let’s clarify some key terms:

Setup: This is where you configure and customize your Salesforce environment.

Quick Find: A search feature in Salesforce that helps you quickly locate specific options or settings.

Users: In the context of Salesforce, these are individuals who have access to the system, and you can manage their permissions.

Permission Set Assignments: These are sets of permissions that grant certain capabilities to users. They can be assigned to users to control what they can do.

Permission Sets: These are predefined sets of permissions that specify what a user can and cannot do in Salesforce.

Account Engagement User: A specific permission set that grants access to Account Engagement or Pardot features.

App Launcher: A menu or interface for accessing various apps or tools within Salesforce.

Account Engagement Settings: This is where you configure and manage settings related to Account Engagement or Pardot.

User Management: The section in Salesforce where you can manage user-related settings.

+Add User: An action to add a new user to your Salesforce instance.

First Name, Last Name, Email, CRM Username, Role: These are user details and roles that you provide when creating a new user.

 Users to Access Account Engagement/Pardot:

Step 1: Click on the Gear Icon on the right side of the page and select “Setup.”

Step 2: In the Quick Find search bar, type “Users” and click on “Users” under the User section.

Step 3: Click on the Full Name of the user you want to grant access. This redirects you to the User Detail Page.

Step 4: Click “Edit Assignments” under Permission Set Assignments.

Step 5: From the Available Permission sets, select “Account Engagement User” and click the “Add” button.

Step 6: Click “Save.”

Step 7: Click the App Launcher on the right and search for “Account Engagement.” Click on “Account Engagement” under Apps.

Step 8: Click “Account Engagement Settings” in the Tab.

Step 9: On the left side of the page, click “Users” under User Management.

Step 10: Click “+Add User” and enter/select the user’s First Name, Last Name, Email, CRM Username, and Role.

Step 11: Click “Create User.”

Great news! You’ve just given a user permission to access Account Engagement or Pardot!