{"id":47786,"date":"2018-01-17T05:54:28","date_gmt":"2018-01-17T00:24:28","guid":{"rendered":"http:\/\/blog.odango.com\/?p=47786"},"modified":"2023-02-04T09:23:33","modified_gmt":"2023-02-04T03:53:33","slug":"salesforce-administrator-setup","status":"publish","type":"post","link":"https:\/\/asha24.net\/blog\/salesforce-administrator-setup\/","title":{"rendered":"Salesforce -Administrator Setup"},"content":{"rendered":"\n[et_pb_section bb_built=&#8221;1&#8243; next_background_color=&#8221;#000000&#8243;][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_post_title _builder_version=&#8221;3.0.105&#8243; title=&#8221;on&#8221; meta=&#8221;off&#8221; author=&#8221;on&#8221; date=&#8221;on&#8221; categories=&#8221;on&#8221; comments=&#8221;on&#8221; featured_image=&#8221;off&#8221; featured_placement=&#8221;below&#8221; text_color=&#8221;dark&#8221; text_background=&#8221;off&#8221; title_font=&#8221;Source Sans Pro||||||||&#8221; title_font_size=&#8221;47&#8243; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221; title_text_color=&#8221;rgba(0,0,0,0.8)&#8221; title_text_align=&#8221;left&#8221; text_shadow_horizontal_length=&#8221;0.08em&#8221; text_shadow_vertical_length=&#8221;0.08em&#8221; text_shadow_blur_strength=&#8221;0.08em&#8221; title_text_shadow_horizontal_length=&#8221;0.08em&#8221; title_text_shadow_vertical_length=&#8221;0.08em&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;|||10%&#8221; \/][\/et_pb_column][\/et_pb_row][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|desktop&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<strong>Admin Setup:<\/strong>\r\n\r\nThe first Process is bulk linking. In order to use Salesforce Engage, a user\u2019s pardot and Salesforce accounts must be linked. If your sales user does not have a Pardot account, it can be created using the following steps:-\r\n\r\n<strong>1)<\/strong>\u00a0 In<a href=\"https:\/\/asha24.net\/blog\/salesforce-role-hierarchy-creation-best-practice\/\"> Salesforce<\/a>, select the Reports tab.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=&#8221;3.0.106&#8243; show_in_lightbox=&#8221;off&#8221; url_new_window=&#8221;off&#8221; use_overlay=&#8221;off&#8221; always_center_on_mobile=&#8221;on&#8221; force_fullwidth=&#8221;off&#8221; show_bottom_space=&#8221;on&#8221; src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-105.png&#8221; align=&#8221;center&#8221; \/][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|tablet&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<strong>2)<\/strong>\u00a0\u00a0\u00a0 Select Administrative Reports.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=&#8221;3.0.106&#8243; show_in_lightbox=&#8221;off&#8221; url_new_window=&#8221;off&#8221; use_overlay=&#8221;off&#8221; always_center_on_mobile=&#8221;on&#8221; force_fullwidth=&#8221;off&#8221; show_bottom_space=&#8221;on&#8221; src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-1-11.png&#8221; align=&#8221;center&#8221; \/][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|tablet&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<strong>3)<\/strong>\u00a0\u00a0\u00a0 Select All Active Users.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=&#8221;3.0.106&#8243; show_in_lightbox=&#8221;off&#8221; url_new_window=&#8221;off&#8221; use_overlay=&#8221;off&#8221; always_center_on_mobile=&#8221;on&#8221; force_fullwidth=&#8221;off&#8221; show_bottom_space=&#8221;on&#8221; src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-2-8.png&#8221; align=&#8221;center&#8221; \/][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;25&#8243; text_font_size_last_edited=&#8221;on|tablet&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.8em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<strong>4)\u00a0\u00a0<\/strong>\u00a0 Click the Customize button.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=&#8221;3.0.106&#8243; show_in_lightbox=&#8221;off&#8221; url_new_window=&#8221;off&#8221; use_overlay=&#8221;off&#8221; always_center_on_mobile=&#8221;on&#8221; force_fullwidth=&#8221;off&#8221; show_bottom_space=&#8221;on&#8221; src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-3-6.png&#8221; align=&#8221;center&#8221; \/][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|desktop&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<strong>5)\u00a0<\/strong>\u00a0\u00a0 Next, to filter, click on Add.\r\n\r\n<strong>6)\u00a0<\/strong>\u00a0\u00a0 Set filter to User Type equals standard.\r\n\r\n<strong>7)\u00a0<\/strong>\u00a0\u00a0 Click OK.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=&#8221;3.0.106&#8243; show_in_lightbox=&#8221;off&#8221; url_new_window=&#8221;off&#8221; use_overlay=&#8221;off&#8221; always_center_on_mobile=&#8221;on&#8221; force_fullwidth=&#8221;off&#8221; show_bottom_space=&#8221;on&#8221; src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-4-10.png&#8221; align=&#8221;center&#8221; \/][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|desktop&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<strong>8)\u00a0\u00a0<\/strong>\u00a0 In the Fields sidebar, locate Email.\r\n\r\n<strong>9)<\/strong>\u00a0\u00a0\u00a0 Drag Email to the far right column, past the Last Login to create a new column titled Email.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=&#8221;3.0.106&#8243; show_in_lightbox=&#8221;off&#8221; url_new_window=&#8221;off&#8221; use_overlay=&#8221;off&#8221; always_center_on_mobile=&#8221;on&#8221; force_fullwidth=&#8221;off&#8221; show_bottom_space=&#8221;on&#8221; src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-5-6.png&#8221; align=&#8221;center&#8221; \/][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|phone&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<strong>10)\u00a0<\/strong>\u00a0\u00a0 Click the Run Report button.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=&#8221;3.0.106&#8243; show_in_lightbox=&#8221;off&#8221; url_new_window=&#8221;off&#8221; use_overlay=&#8221;off&#8221; always_center_on_mobile=&#8221;on&#8221; force_fullwidth=&#8221;off&#8221; show_bottom_space=&#8221;on&#8221; src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-6-3.png&#8221; align=&#8221;center&#8221; \/][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|desktop&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<strong>11)\u00a0<\/strong>\u00a0\u00a0 Click the Export Details button.\r\n\r\n<strong>12)\u00a0<\/strong>\u00a0\u00a0 On the resulting Export Report page, change the Export File Format drop-down to CommaDelimited .csv.\r\n\r\n<strong>13)\u00a0<\/strong>\u00a0\u00a0 Click the Export button.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=&#8221;3.0.106&#8243; show_in_lightbox=&#8221;off&#8221; url_new_window=&#8221;off&#8221; use_overlay=&#8221;off&#8221; always_center_on_mobile=&#8221;on&#8221; force_fullwidth=&#8221;off&#8221; show_bottom_space=&#8221;on&#8221; src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-7-2.png&#8221; align=&#8221;center&#8221; \/][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|phone&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<u><strong>Linking Pardot and Salesforce:<\/strong><\/u>\r\n\r\n<strong>14)\u00a0<\/strong>\u00a0\u00a0 Open the CSV file.\r\n\r\n<strong>15)\u00a0<\/strong>\u00a0\u00a0 Add a column to the header: Pardot Role.\r\n\r\n<strong>16)<\/strong>\u00a0\u00a0\u00a0 Add the appropriate Pardot role to each user on your CSV file under the Pardot Role column.\r\n\r\n<strong>17)\u00a0<\/strong>\u00a0\u00a0 Remove any <a href=\"https:\/\/www.salesforce.com\/in\/\">Salesforce<\/a>-generated report verbiage not related to the contents of the CSV.\r\n\r\n<strong>18)<\/strong>\u00a0\u00a0\u00a0 Save the file.\r\n\r\n[\/et_pb_text][et_pb_image _builder_version=&#8221;3.0.106&#8243; show_in_lightbox=&#8221;off&#8221; url_new_window=&#8221;off&#8221; use_overlay=&#8221;off&#8221; always_center_on_mobile=&#8221;on&#8221; force_fullwidth=&#8221;off&#8221; show_bottom_space=&#8221;on&#8221; src=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/download-8-3.png&#8221; align=&#8221;center&#8221; \/][et_pb_text _builder_version=&#8221;3.12.2&#8243; text_font=&#8221;Titillium Web|300|||||||&#8221; text_font_size=&#8221;20&#8243; text_font_size_last_edited=&#8221;on|phone&#8221; text_text_color=&#8221;rgba(0,0,0,0.8)&#8221; text_line_height=&#8221;1.6em&#8221; max_width=&#8221;800px&#8221; custom_margin=&#8221;|||10%&#8221;]\r\n\r\n<strong>19)\u00a0<\/strong>\u00a0\u00a0 Login to Pardot.\r\n\r\n<strong>20)<\/strong>\u00a0\u00a0\u00a0 Navigate to Admin.\r\n\r\n<strong>21)<\/strong>\u00a0\u00a0\u00a0 Select UserManagement.\r\n\r\n<strong>22)\u00a0<\/strong>\u00a0\u00a0 Select Users.\r\n\r\n<strong>23)\u00a0<\/strong>\u00a0\u00a0 Select Import Users.\r\n\r\n<strong>24)<\/strong>\u00a0 \u00a0\u00a0Click the Choose File button to select your CSV file to upload.\r\n\r\n<strong>25)<\/strong>\u00a0\u00a0\u00a0 Click Next.\r\n\r\n<strong>26)<\/strong>\u00a0\u00a0\u00a0 Map the appropriate Pardot fields to the CSV column headers.\r\n\r\n<strong>27)\u00a0<\/strong>\u00a0\u00a0 In the Expire password after 90days drop down, select yes.\r\n\r\n<strong>28)\u00a0<\/strong>\u00a0\u00a0 Check the\u00a0<a class=\"vglnk\" href=\"http:\/\/enablesalesforce.com\/\" rel=\"nofollow\">EnableSalesforce\u00a0<\/a>single sign on the checkbox.\r\n\r\n<strong>29)\u00a0<\/strong>\u00a0\u00a0 Click Next.\r\n\r\n<strong>30)\u00a0<\/strong>\u00a0\u00a0 Click the Confirm &amp;Save button to begin the user import.\r\n\r\n<strong>31)\u00a0<\/strong>\u00a0\u00a0 Confirm user accounts are linked correctly by navigating back to\u00a0Admin&gt;User\r\n\r\nManagement&gt;Users.\r\n\r\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; prev_background_color=&#8221;#000000&#8243;][et_pb_row][et_pb_column type=&#8221;4_4&#8243;][et_pb_team_member _builder_version=&#8221;3.0.106&#8243; name=&#8221;Mahesh J&#8221; position=&#8221;Author&#8221; facebook_url=&#8221;&#8221; twitter_url=&#8221;&#8221; google_url=&#8221;&#8221; linkedin_url=&#8221;&#8221; image_url=&#8221;https:\/\/asha24.net\/blog\/\/wp-content\/uploads\/2018\/03\/123.gif&#8221; background_layout=&#8221;light&#8221; header_font=&#8221;Titillium Web|700|||||||&#8221; body_font=&#8221;Titillium Web||||||||&#8221; body_font_size=&#8221;16&#8243;]\r\n\r\nHello all! I\u2019m a nature\u2019s child, who loves the wild, bringing technical knowledge to you restyled.\r\n\r\n[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":47802,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-47786","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce Administrator Setup (A step by step Guide)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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