Marketing

Salesforce Pardot

7min

With the Salesforce Pardot app in , you can manage the records, files, and folders in your Salesforce Pardot account.

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

To establish the connection, you must:

  1. Obtain your Business Unit ID in Salesforce Pardot.
  2. Establish the connection in .

Obtain your Pardot Business Unit ID in Salesforce Pardot

To obtain your Pardot Business Unit ID from your Salesforce Pardot account:

  1. Log in to your Salesforce Pardot account.
  2. In the upper right corner, click the Setup icon.
  3. Click Marketing Setup.
  4. Click Business Unit Setup and then click + Add New Business Unit.
  5. In the Business Unit Name field, enter Make.
  6. In the Setup Admin field, select the user who will administrate this Business Unit.
  7. Click Save.
  8. Copy the Business Unit ID value shown and store it in a safe place.
  9. You will use this value in the Pardot Business Unit ID field in Make.

Note: You can use the Business Unit ID only when the Business Unit has the Enabled status.

Create the connection in

To create the connection:

  1. Log in to your account, add a Salesforce Pardot module to your , and click Create a connection.
  2. Optional: In the Connection name field, enter a name for the connection.
  3. In the Pardot Business Unit ID field, enter the Pardot Business Unit ID copied above.
  4. In the Account Type field, select the account type that you want to connect Make to.
  5. Optional: Switch on the Show advanced settings toggle and enter your custom app client credentials. For more information, refer to Salesforce app documentation,

    Note: 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) and Perform requst at any time (refresh_token, offline_access)

  6. Click Save.
  7. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your and add more Salesforce Pardot modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Salesforce Pardot modules

After connecting to the Salesforce Pardot app, you can use the following types of modules to build your .

Salesforce Pardot resources