--- schema_version: "1" id: 99c8dbf476c460d1c1fd03405967f43d3b832b8b58338da7e025c7ef54227efc title: "Step 2: Configure Salesforce for the Salesforce Connector" collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/pardot_sf_connector_setup_configure_salesforce_parent.md canonical_url: https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_configure_salesforce_parent.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e8569053f2754e31ecc4295fe9a6aa3b44ca95209814bec921981a73729043a4 description: During configuration, a Salesforce admin can map custom fields, add Account Engagement components to page layouts, and grant data access to users. products: - Marketing - Marketing Cloud Account Engagement release: "264" --- # Step 2: Configure Salesforce for the Salesforce Connector During configuration, a Salesforce admin can map custom fields, add Account Engagement components to page layouts, and grant data access to users. - **[Map Custom Lead Fields to Contact Fields](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_map_lead_fields.htm&release=264.0.0&type=5)** Mapping fields in Salesforce ensures that the contact record pulls in all Account Engagement data from the lead record during conversion. - **[Show Account Engagement Data in Salesforce](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_show_pardot_data.htm&release=264.0.0&type=5)** The AppExchange application adds Account Engagement fields and Visualforce pages, but they’re not displayed automatically. To display them, add them to your Salesforce lead and contact page layouts. - **[Add Custom Buttons to Salesforce Page Layouts](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_add_custom_buttons.htm&release=264.0.0&type=5)** You can add two custom actions to lead and contact pages: Send to Account Engagement and Send Account Engagement Email. To sync Salesforce leads or contacts with prospects in Account Engagement, use the Send to Account Engagement button. By using the Send Account Engagement Email button, Salesforce users who are assigned the Account Engagement permission set can send a tracked email from Salesforce. - **[Adding Account Engagement Standard Actions to Salesforce](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_install_add_to_pardot_list_button.htm&release=264.0.0&type=5)** Add Account Engagement buttons and actions to Salesforce as standard actions in list views and on certain record pages. Quick action record buttons are only supported in production orgs, not in Salesforce sandboxes. - **[Let Users Edit List Membership in Salesforce](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_list_membership.htm&release=264.0.0&type=5)** Users can add and remove leads and contacts from CRM-visible, Account Engagement segmentation lists without leaving Salesforce. - **[Add Scoring Category Scores to Page Layouts](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_scoring_category_layout.htm&release=264.0.0&type=5)** Update page layouts to include scoring category fields on lead and contact records. - **[Give Users Access to Account Engagement Data in Salesforce](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_apply_pardot_permission.htm&release=264.0.0&type=5)** Apply the necessary permissions to any set included with the AppExchange package to any user who accesses or uses Account Engagement data in Salesforce. 1. **[Map Custom Lead Fields to Contact Fields](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_map_lead_fields.htm&release=264.0.0&type=5)** Mapping fields in Salesforce ensures that the contact record pulls in all Account Engagement data from the lead record during conversion. 2. **[Show Account Engagement Data in Salesforce](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_show_pardot_data.htm&release=264.0.0&type=5)** The AppExchange application adds Account Engagement fields and Visualforce pages, but they’re not displayed automatically. To display them, add them to your Salesforce lead and contact page layouts. 3. **[Add Custom Buttons to Salesforce Page Layouts](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_add_custom_buttons.htm&release=264.0.0&type=5)** You can add two custom actions to lead and contact pages: Send to Account Engagement and Send Account Engagement Email. To sync Salesforce leads or contacts with prospects in Account Engagement, use the Send to Account Engagement button. By using the Send Account Engagement Email button, Salesforce users who are assigned the Account Engagement permission set can send a tracked email from Salesforce. 4. **[Adding Account Engagement Standard Actions to Salesforce](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_install_add_to_pardot_list_button.htm&release=264.0.0&type=5)** Add Account Engagement buttons and actions to Salesforce as standard actions in list views and on certain record pages. Quick action record buttons are only supported in production orgs, not in Salesforce sandboxes. 5. **[Let Users Edit List Membership in Salesforce](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_list_membership.htm&release=264.0.0&type=5)** Users can add and remove leads and contacts from CRM-visible, Account Engagement segmentation lists without leaving Salesforce. 6. **[Add Scoring Category Scores to Page Layouts](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_scoring_category_layout.htm&release=264.0.0&type=5)** Update page layouts to include scoring category fields on lead and contact records. 7. **[Give Users Access to Account Engagement Data in Salesforce](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_apply_pardot_permission.htm&release=264.0.0&type=5)** Apply the necessary permissions to any set included with the AppExchange package to any user who accesses or uses Account Engagement data in Salesforce. #### See Also - [Step 1: Install the Package and Enable Account Engagement](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_v2_step1.htm&release=264.0.0&type=5 "To share prospect and opportunity data, a Salesforce admin can install the Account Engagement AppExchange package. If you purchased your business unit after February 11, 2019, enable the package from Salesforce.") - [Step 3: Configure Account Engagement](https://help.salesforce.com/s/articleView?id=mktg.pardot_sf_connector_setup_pardot_configure.htm&release=264.0.0&type=5 "To wrap up connector setup, map custom fields and users, test the connector, and perform an initial sync.")