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
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.
-
Open the settings for your business unit.
- In Account Engagement, click
and then select
Settings.
- In the Lightning app, select Account Engagement Settings.
- In Account Engagement, click
- Click Grant account access to Salesforce Employees.
- Select the duration and then click Grant access.