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Market to Your Customers with Account Engagement
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            Account Engagement Interface Versions

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            1. Salesforce Help
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            3. Marketing Cloud Account Engagement

            Account Engagement Interface Versions

            Account Engagement offers two interfaces: a standalone Account Engagement app and an Account Engagement Lightning app. The interfaces differ in appearance and features, but offer the same essential functionality. Both experiences require Salesforce SSO to log in and access the app. The newest features and enhancements are available in Account Engagement Lightning app.

            Required Editions

            Available in: All Account Engagement Editions
            Screenshots of each interface with the different menus highlighted.

            The original Account Engagement application (1) that you access at pi.pardot.com is referred to as standalone Account Engagement.

            The Account Engagement Lightning App (2) is a newer interface, and it’s updated with each Salesforce release. This interface is built on the Salesforce platform and uses Lightning Experience tabbed navigation. Some benefits include simplified user management with Salesforce User Sync, drag-and-drop asset builders, and the power of the Salesforce platform.

            Tip
            Tip As you read through Salesforce Help, tasks include two navigation paths. Use the first bullet if you’re using standalone Account Engagement. Follow the second bullet’s instructions in Account Engagement Lightning App.
            Screenshot showing how help topics first offer the standalone app navigation, followed by the Lightning app navigation for Account Engagement steps.

            At a Glance

            All Account Engagement versions require Salesforce single sign-on and a valid Salesforce connector. For customers who purchased Account Engagement after February 11, 2019 and have assigned a business unit, the Salesforce Connector v2 is created automatically.

            Interface Login Requires Salesforce Lightning Licenses
            Standalone Account Engagement pi.pardot.com No Salesforce Identity user license for access to Account Engagement.
            Account Engagement Lightning App login.salesforce.com Yes
            • Sales User, Service User, or CRM User permission set license for full access to Account Engagement and Salesforce.
            • Account Engagement permission set license for access to Account Engagement Lightning App. Doesn’t include full access to campaigns.

            The Salesforce Platform user license doesn’t provide access to the Account Engagement Lightning App.

            See Also

             
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            Salesforce Help | Article