--- title: Salesforce Pardot slug: salesforce-pardot image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_salesforce-pardot.png createdAt: 2025-02-03T13:29:08.530Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/salesforce-pardot.png" alt="Salesforce Pardot logo" caption size="50" width="512" height="512"} | Salesforce Marketing Cloud enables users to automate and personalize marketing campaigns across email, mobile, social, and web. Integrating with Make lets users trigger journeys, manage contacts, and sync campaign data between Salesforce Marketing Cloud and other business tools. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="info"} The Salesforce Pardot app is available on the [Make Enterprise plan](https://www.make.com/en/enterprise). ::: # Requirements To use the Salesforce Pardot modules, you must have a [Salesforce Pardot](https://www.salesforce.com/products/marketing-cloud/marketing-automation/) (also known as Marketing Cloud Account Engagement) paid account. For subscription information, refer to the [Salesforce Pardot Pricing page](https://www.salesforce.com/ca/products/b2b-marketing-automation/). # Connect Salesforce Pardot and Make Make provides two ways to connect the Salesforce Pardot app: ::::WorkflowBlock :::WorkflowBlockItem [Create the connection with Pardot Business ID](docId\:BoUyPzLwYwDg1bIUZrJMA) ::: :::WorkflowBlockItem [Create the connection with Pardot Business ID and client credentials](docId\:BoUyPzLwYwDg1bIUZrJMA) ::: :::: :::::ExpandableHeading{isOpen="true"} ## Create the connection with Pardot Business ID :::hint{type="info"} 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: ::::WorkflowBlock :::WorkflowBlockItem Log in to your Salesforce Pardot account. ::: :::WorkflowBlockItem In the upper right corner, click the **Setup** icon. ::: :::WorkflowBlockItem Click **Marketing Setup **>** Business Unit Setup **>** +** **Add New Business Unit.** ::: :::WorkflowBlockItem 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. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem Copy the **Business Unit ID** value shown and store it in a safe place. ::: :::WorkflowBlockItem Log in to your Make account, add a Sales Pardot module to your scenario, and click **Create a connection**. ::: :::WorkflowBlockItem Optional: In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem In the **Pardot Business Unit ID** field, enter the Pardot Business Unit ID copied in step 6. ::: :::WorkflowBlockItem In the **Account Type** field, select the account type that you want to connect Make to. ::: :::WorkflowBlockItem Optional: Switch on the **Show advanced settings** toggle and enter your custom app client credentials. For more information, refer to [Salesforce app documentation](https://www.make.com/en/help/apps/crm-and-sales-tools/salesforce#create-a-custom-application-in-salesforce), 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`) ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem If prompted, authenticate your account and confirm access. ::: :::: You have successfully established the connection. You can now edit your scenario and add more Salesforce Pardot modules. If your connection requires reauthorization at any point, follow the connection renewal steps [here](docId\:SO88FM6pkT0G-adKDDfzZ). ::::: ::::::ExpandableHeading{isOpen="true"} ## 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: 1. Create a new external client app 2. Create a new integration user 3. Assign the integration user to the external client app 4. Create a user in Salesforce Pardot and link it to the integration user 5. Create the connection in Make. To create a new external client app: ::::WorkflowBlock :::WorkflowBlockItem Log into your Salesforce account. ::: :::WorkflowBlockItem In the **Quick Find** bar, search for **External Client App Manager** and select it. ::: :::WorkflowBlockItem In the upper-right corner, click **New External Client App**. ::: :::WorkflowBlockItem Under **Basic Information**, fill in the mandatory **External Client App Name**, **API Name**, **Contact Email **fields. Keep the **Distribution State** option as **Local**. ::: :::WorkflowBlockItem Under **API (Enable OAuth Settings)**, click **Enable OAuth Settings**. ::: :::WorkflowBlockItem 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** ::: :::WorkflowBlockItem 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** ::: :::WorkflowBlockItem 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** ::: :::WorkflowBlockItem Click **Create**. ::: :::: After that, create a new Integration User: :::::WorkflowBlock :::WorkflowBlockItem In your Salesforce account, go to **Setup** > **Administration** > **Users** > **Users**. ::: :::WorkflowBlockItem Click **New User**. ::: :::WorkflowBlockItem Fill in the required information. ::: ::::WorkflowBlockItem In **User License**, choose **Salesforce** **Integration**. :::hint{type="warning"} 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. ::: :::: :::WorkflowBlockItem In **Profile**, choose **Minimum Access - API Only Integrations** or equivalent. ::: :::WorkflowBlockItem Check the required user type(s). For example, **Marketing User**. ::: :::WorkflowBlockItem Click **Save**. ::: ::::: Then, assign the integration user to the connected app: ::::WorkflowBlock :::WorkflowBlockItem In the **Quick Find** bar, search for **External Client App Manager** and select it. ::: :::WorkflowBlockItem Click the **External Client App** you've created above. ::: :::WorkflowBlockItem Click **Edit**. ::: :::WorkflowBlockItem Under **OAuth Flows and External Client App Enhancements:** 1. Click **Enable Client Credentials Flow**. 2. In **Run As (Username)**, enter the **email address** of the integration user that you've created above. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem Switch to the **Settings** tab. ::: :::WorkflowBlockItem Under **OAuth Settings** section, click **Consumer Key and Secret**. ::: :::WorkflowBlockItem 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 create a user in Salesforce Pardot and link it to the Integration User: :::::WorkflowBlock :::WorkflowBlockItem Log into you [Salesforce Pardot account](https://pi.pardot.com/) in production environment or [Saleforce Pardot account ](https://pi.demo.pardot.com/)in sandbox environment. ::: :::WorkflowBlockItem Go to **Admin** > **User** **Management** > **Users**. ::: :::WorkflowBlockItem Click **Add User**. ::: ::::WorkflowBlockItem Fill in the required information. :::hint{type="info"} The email should match the email of the **Integration User** you've created above. ::: :::: :::WorkflowBlockItem Choose the Integration User in **CRM Username**. ::: :::WorkflowBlockItem Assign the **Administrator** role. ::: :::WorkflowBlockItem Click **Create user**. ::: ::::: Once you've completed all the steps, you can proceed to create the connection. To create the connection: ::::WorkflowBlock :::WorkflowBlockItem In your Salesforce Pardot account, click the **Setup** icon In the upper-right corner. ::: :::WorkflowBlockItem Click **Marketing Setup** > **Business Unit Setup** > **+ Add New Business Unit**. ::: :::WorkflowBlockItem 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. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem Copy the **Business Unit ID** value shown and store it in a safe place. ::: :::WorkflowBlockItem Log in to your Make account, add a Salesforce Pardot module to your scenario, and click **Create a connection**. ::: :::WorkflowBlockItem Optional: In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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. ::: :::WorkflowBlockItem In the **Pardot Business Unit ID **field, enter the Business Unit ID copied in step 5. ::: :::WorkflowBlockItem In the **Account Type** field, select the account type that you want to connect Make to. ::: :::WorkflowBlockItem In the **Consumer Key** and **Consumer Secret** fields, enter the credentials copied above. ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem If prompted, authenticate your account and confirm access. ::: :::: You have successfully established the connection. You can now edit your scenario 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 scenarios. :::ExpandableHeading **Records** - Watch Records - Search Records - Create a Record - Get a Record - Update a Record - Delete a Record ::: :::ExpandableHeading **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 ::: :::ExpandableHeading **Other** - Make an API Call ::: # Salesforce Pardot resources - [Salesforce Pardot API documentation](https://developer.salesforce.com/docs/marketing/pardot/guide/version5overview.html)