Salesforce Pardot

with the salesforce pardot app in {{product name}} , you can manage the records, files, and folders in your salesforce pardot account the salesforce pardot app is available on the make enterprise plan requirements to use the salesforce pardot modules, you must have a salesforce pardot (also known as marketing cloud account engagement) paid account for subscription information, refer to the salesforce pardot pricing page connect salesforce pardot and {{product name}} make provides two ways to connect the salesforce pardot app salesforce pardot docid\ wgfzdrymxhcxvjqpg6jpv salesforce pardot docid\ wgfzdrymxhcxvjqpg6jpv create the connection with pardot business id you can use the business unit id only when the business unit has the enabled status to create a connection using the pardot business unit id log in to your salesforce pardot account in the upper right corner, click the setup icon click marketing setup > business unit setup > + add new business unit enter the following information in the business unit name field, enter make in the setup admin field, select the user who will administrate this business unit click save copy the business unit id value shown and store it in a safe place log in to your {{product name}} account, add a sales pardot module to your {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection in the pardot business unit id field, enter the pardot business unit id copied in step 6 in the account type field, select the account type that you want to connect make to o ptional switch on the show advanced settings toggle and enter your custom app client credentials for more information, refer to salesforce app documentation , when creating a custom app, use the following data callback url https //www make com/oauth/cb/salesforce pardot selected oauth scopes manage pardot services ( pardot api ) perform requst at any time ( refresh token , offline access ) click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more salesforce pardot modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz create the connection with pardot business id and client credentials to create a connection using the client credentials and pardot business unit id you first need to c r eate a new connected app create a new integration user assign the integration user to the connected app create a user in salesforce pardot and link it to the integration user to do that log into your salesforce account go to setup > platform tools > apps > app manager click new connected app , and choose create a connected app fill in the required information check enable oauth settings for callback url add https //www make com/oauth/cb/salesforce pardot2 for selected oauth scopes add openid and pardot api check enable client credentials flow click save after that, create a new integration user in your salesforce account, go to setup > administration > users > users click new user fill in the required information in user license , choose salesforce integration if you don't have this option, your subscription either doesn't include any integration users, or you've used up all integration user licenses in profile , choose minimum access api only integrations or equivalent check marketing user click save then, assign the integration user to the connected app in your salesforce account, go to setup > platform tools > apps > connected apps > manage connected apps click the connected app you've created in the previous steps click edit policies choose all users may self authorize go the section client credentials flow>run as and select the integration user that you've created in previous steps click save finally, create a user in salesforce pardot and link it to the integration user log into you salesforce pardot account in production environment or saleforce pardot account in sandbox environment go to admin > user management > users click add user fill in the required information the email should match the email of the integration user you've created in previous steps choose the integration user in crm username assign the administrator role click create user once you've completed all the steps, you can proceed to obtain the client credentials and pardot business unit id, and then create the connection to do that in your salesforce pardot account, click the setup icon in the upper right corner click marketing setup > business unit setup > + add new business unit enter the following information i n the business unit name field, enter make in the setup admin field, select the user who will administrate this business unit click save copy the business unit id value shown and store it in a safe place in the quick find box, search for app manager and click on it go to your connected app and click view copy the consumer key and consumer secret values and store them in a safe place l og in to your {{product name}} account, add a salesforce pardot module to your {{scenario singular lowercase}} , and click create a connection o ptional in the connection name field, enter a name for the connection in the salesforce my domain url field, enter the salesforce my domain url for example https //mydomainname my salesforce com to find your my domain url, enter my domain in the quick find search bar on salesforce and then select my domain in the pardot business unit id field, enter the pardot business unit id copied in step 5 in the account type field, select the account type that you want to connect make to in the consumer key and consumer secret fields, enter the credentials copied in step 8 click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more salesforce pardot modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz salesforce pardot modules after connecting to the salesforce pardot app, you can use the following types of modules to build your {{scenario plural lowercase}} records watch records search records create a record get a record update a record delete a record files and folders search files search folders search folder content upload a file get a file get a folder get a folder content delete a file other make an api call salesforce pardot resources salesforce pardot api documentation