Marketing
Salesforce Pardot
7min
with the salesforce pardot app in {{product name}} , 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 {{product name}} to establish the connection, you must obtain your business unit id in salesforce pardot establish the connection in {{product name}} obtain your pardot business unit id in salesforce pardot to obtain your pardot business unit id from your salesforce pardot account log in to your salesforce pardot account in the upper right corner, click the setup icon click marketing setup click business unit setup and then click + add new business unit 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 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 {{product name}} to create the connection log in to your {{product name}} account, add a salesforce 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 above in the account type field, select the account type that you want to connect make to 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) 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