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\ bouypzlwywdg1biuzrjma salesforce pardot docid\ bouypzlwywdg1biuzrjma 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 create a new external client app create a new integration user assign the integration user to the external client app create a user in salesforce pardot and link it to the integration user create the connection in {{product name}} to create a new external client app log into your salesforce account in the quick find bar, search for external client app manager and select it in the upper right corner, click new external client app under basic information , fill in the mandatory external client app name , api name , contact email fields keep the distribution state option as local u nder api (enable oauth settings) , click enable oauth settings under app settings , enter the following application details callback url https //www make com/oauth/cb/salesforce pardot2 selected oauth scopes access unique user identifiers ( openid ) manage pardot services ( pardot api ) introspect all tokens off configure id token off under flow enablement , enter the following application details enable client credentials flow on click ok in the confirmation alert enable authorization code and credentials flow off enable device flow off enable jwt bearer flow off enable token exchange flow off under security , enter the following application details optional require secret for web server flow it does not affect client credentials flow optional require secret for refresh token flow it does not affect client credentials flow require proof key for code exchange (pkce) extension for supported authorization flows off optional enable refresh token rotation it does not affect client credentials flow issue json web token (jwt) based access tokens for named users off click create 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 the required user type(s) for example, marketing user click save then, assign the integration user to the connected app in the quick find bar, search for external client app manager and select it click the external client app you've created above click edit under oauth flows and external client app enhancements click enable client credentials flow in run as (username) , enter the email address of the integration user that you've created above click save switch to the settings tab under oauth settings section, click consumer key and secret copy your consumer key and consumer secret values and store them in a safe place you will use these values in the consumer key and consumer secret fields in make when adding the salesforce pardot (client credentials) connection type to c reate 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 above 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 create the connection to create the connection 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 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 it in the pardot business unit id field, enter the 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 above 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