Enabling Pardot Integration in Salesforce

Step 1: Enable Pardot

1. Go to Salesforce Setup.

2. In the Quick Find search bar, type “Business Unit Setup”.

3. Locate your Business Unit ID and copy it.

4. In the Quick Find search bar, type “Custom Settings”.

5. Find “eContacts Settings” and click “Manage”.

6. Click “Edit”.

7. Paste your Business Unit ID into the “Business Unit Id” field.

8. Click “Save”.

Step 2: Enable the “Save to Pardot” Option

1. Open the App Launcher.

2. Search for “Mobile Scan Builder” and select “Mobile Scan Builder - Lightning”.

3. Go to the “Options” tab.

4. Under the “Destination Page” category, ensure the “Hide Save to Pardot” option is not selected. If it is, uncheck it.

5. Click “Save”.

Note: For the changes to take effect, Scan app users must refresh their app settings or restart the app.