Granting Pardot and Account Engagement access

Why we ask for this

Where lead forms are hosted in a marketing automation platform rather than on the main storefront, those forms very often carry no advertising measurement code at all. Every inquiry submitted through them is then invisible to Google Ads and to Analytics.

For a business that sells through dealers, partners, or a considered sales process, that is usually the most valuable conversion path on the site, and it is the one path with no measurement on it. This access is what lets us fix that.

First: which permission model is your instance on?

Account Engagement has two, and which one you are on changes where you click.

If users are managed directly in Account Engagement

1. Go to Settings → User Management → Users.
2. Click + Add User.
3. Enter admin@laurenmilligan.pro with the name Lauren Milligan.
4. Set Role to Marketing.
5. Save. The user receives an activation email.

If User Sync is enabled, with users managed in Salesforce

Adding a user directly in Account Engagement will not work, because the sync will overwrite it. Instead:

1. In Salesforce Setup, create or locate the user record for admin@laurenmilligan.pro.
2. Assign the Account Engagement permission set, or the marketing permission set your org uses.
3. Ensure the user is in the Salesforce public group mapped to the Account Engagement Marketing role in your User Sync configuration.
4. Wait for the sync, or trigger it manually.

If that is more Salesforce administration than you want to take on for a vendor, say so. The fallback below is a completely acceptable answer.

Why the Marketing role

Account Engagement ships with four default roles: Administrator, Marketing, Sales Manager, and Sales.

Marketing is the lowest role that can edit and publish forms and landing page templates, which is where the tracking code has to go. Sales and Sales Manager cannot. Administrator works but grants user management, connector configuration, and billing, none of which we need.

If your org has custom roles, the permissions we need are: view, edit, and publish landing pages and forms, and edit layout templates. Any custom role with those is fine.

The fallback, if access cannot be granted

This is a normal answer and it does not slow anything down. Some organizations will not add an external user to a Salesforce-connected system, and that is a reasonable position.

Instead, give us a named technical contact who can paste a snippet into the form and landing page templates. We will send them:

1. The exact code block, ready to paste
2. Where it goes in the template, immediately before the closing </head> tag
3. Which templates need it
4. A verification step so they can confirm it works without needing us

What the snippet does: it loads your existing Google Tag Manager container on the form pages, so that a completed inquiry registers as a conversion in the same place every other conversion is already registered. It does not read form field contents, does not send personal data to Google, and does not change how the form looks or behaves.

What happens if this never gets granted

A paid search launch is unaffected. But the inquiry event stays unmeasured, which means Google Ads cannot bid toward those inquiries because it cannot see them, reporting will understate what the advertising produced in the category that matters most, and any future work importing sales outcomes back from your CRM has no click identifier to match on.

It is worth solving. It is rarely worth solving in week one.

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Questions about anything on this page: admin@laurenmilligan.pro

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