Grant Salesforce Customer Support Access to Account Engagement

Grant users Salesforce Customer Support access to Account Engagement so that they can view and edit records and users in your business unit. Access is timestamped.

Required Editions

Available in: All Account Engagement Editions
User Permissions Needed
To grant access to Account Engagement: Account Engagement Administrator or Marketing role
Note
Note Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.
  1. Open the settings for your business unit.
    • In Account Engagement, click gear icon and then select Settings.
    • In the Lightning app, select Account Engagement Settings.
  2. Click Grant account access to Salesforce Employees.
  3. Select the duration and then click Grant access.