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Assign Integration Permission Set

First, you must centrally assign the Integration Permission Set to all users who should actively work with the CAB-Pardot-Integration.


Screenshot: Setup

  • Go to the CAB Settings tab. In the first step of the Pardot Integration section, click: Select Users.
  • Then select all users that should actively work with the CAB-Pardot-Integration.

Screenshot: Assign Integration Permission Set

  • And click Done to finish this setup step.
  • Later you can always come back and adjust the assignments.