Pardot Target Connection
See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Pardot connector.
Pardot is a marketing automation platform owned by Salesforce. It helps businesses to attract, convert, and retain customers. It uses automation tools to power engagement campaigns designed to help companies generate leads and close sales.
This topic describes how to authenticate to Pardot and configure any necessary connection properties in the Pardot connection connector.
Connection Configuration
Each connection property available in the Pardot connector is explained below.
Connection Name
The name of the connection to be created should be provided. This is the name that will display on the list of available connections.
Auth Scheme
The type of authentication to use when connecting to Pardot.
Possible Values
Basic
If Basic is selected, additional configuration parameter will get listed.
User
The salesforcepardot user account used to authenticate.
Password
The password of the user that is SSO-enabled.
An SSO-enabled user is one who can log in to the Pardot user interface (https://pi.pardot.com) using Log In with Salesforce or who can access Pardot using the Pardot Lightning App.
Together with User, this field is used for OAuth flow with PASSWORD grant type.
SecurityToken
Together with User and Password, this field can be used to authenticate against the Salesforce server.
This is only required if your organization is setup to require it. A security token can be obtained by going to your profile information and resetting your security token.
If your password is reset, you will also need to reset the security token.
OAuth
If OAuth is selected, additional configuration parameters will get listed.
Client ID
The client ID assigned when you register your application with an OAuth authorization server.
Client Secret
The client secret assigned when you register your application with an OAuth authorization server.
Refresh Token
The OAuth refresh token for the corresponding OAuth access token.
Access Token
If Access Token is selected, additional configuration parameters will get listed.
Access Token
The access token for the corresponding Salesforce Pardot account.
Business Unit ID
Your Salesforce Pardot Business Unit ID (BU).
Required when connecting via OAuth 2.0
Schema
Specify the Salesforce Pardot API version to use.
SalesforcePardotV5 is the new rebuilt API.
IsDemoAccount
Whether the provided account is a demo account or not.
If set to true, all the requests will be made to the Pardot demo endpoints.
Use Salesforce Sandbox
A boolean determining if the connection should be made to a Salesforce sandbox account.
To connect to a Salesforce sandbox account, set Use Salesforce Sandbox as true and append the sandbox name to the end of the user name.
Example: If your user name is user, and sandbox name in Salesforce is sandbox, the specified User should appear as user.sandbox.
After entering all the details, click on the TEST button.
If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.
Click on the CREATE button to save the changes.
If the details are incorrect or the server is down, you will get a message “Connection unavailable”.
If you have any feedback on Gathr documentation, please email us!