Various permissions are necessary to set up, create, and send enhanced email from Account Engagement.
Required Editions
| Available in: any Account Engagement Edition with Salesforce Professional, Enterprise, Performance, and Unlimited Editions |
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.
Permission Sets and User Roles
An admin can create and assign the Create Account Engagement Content permission set on the Content Setup page in Marketing Setup. The permission set includes access to the drag-and-drop builder, the ability to manage email content, and access to Salesforce CMS (Content Management System) and its Channels and Workspace tabs.
To preview, test, or send an email, users must also have a Marketing user role in Account Engagement, or the individual permissions indicated in the table.
Individual Permissions
| Permission Name | Location | Type | Description | Configuration |
|---|---|---|---|---|
| Access Drag and Drop Content Builder | Salesforce Setup | System Permissions | Provides access to the email content editor in Account Engagement Lightning App | On |
| Activate Email for Automation | Salesforce Setup | System Permissions | Allows users to make an email content record available in Engagement Studio | Optional |
| Manage Email Content | Salesforce Setup | System Permissions | Allows users to create, edit, and delete email content | On |
| Create CMS Workspaces and Channels | Salesforce Setup | System Permissions | Allows non-admin users to create channels and workspaces in Salesforce CMS | Optional |
| View Setup and Configuration | Salesforce Setup | System Permissions | Allows users to add custom components to enhanced email templates | Optional |
| Salesforce CMS (standard__SalesforceCMS) | Salesforce Setup | App Assignments | Provides access to Salesforce CMS | On |
| CMS Channels | Salesforce Setup | Object Settings | Makes the CMS Channels tab available for selection in Account Engagement Lightning App | Available, Visible |
| CMS Workspaces | Salesforce Setup | Object Settings | Makes the CMS Workspaces tab available for selection in Account Engagement Lightning App | Available, Visible |
| Prospects | Account Engagement Settings, User Roles | Prospects tab | Provides access to prospect record data | View |
| Campaigns | Account Engagement Settings, User Roles | Marketing tab | Provides access to Account Engagement campaigns data | View |
| Emails | Account Engagement Settings, User Roles | Marketing tab | Provides access to enhanced emails and sending pipeline | Create/Edit, Send to List |
| Segmentation Lists | Account Engagement Settings, User Roles | Marketing tab | Provides access to segmentation lists | View |