Salesforce Pardot
 | 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. |
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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 Make
Make provides two ways to connect the Salesforce Pardot app:
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 Make account, add a Sales Pardot module to your scenario, 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.
Optional: 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 and add more Salesforce Pardot modules. If your connection requires reauthorization at any point, follow the connection renewal steps herehere.
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 Make.
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.
Under 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 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 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:
- 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 Make account, add a Salesforce Pardot module to your scenario, and click Create a connection.
Optional: 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 and add more Salesforce Pardot modules. If your connection requires reauthorization at any point, follow the connection renewal steps herehere.
Salesforce Pardot modules
After connecting to the Salesforce Pardot app, you can use the following types of modules to build your scenarios.
- Watch Records
- Search Records
- Create a Record
- Get a Record
- Update a Record
- Delete a Record
- Search Files
- Search Folders
- Search Folder Content
- Upload a File
- Get a File
- Get a Folder
- Get a Folder Content
- Delete a File
- Make an API Call