Integrate ML Platform with Pardot

Owned by Former user (Deleted)
Last updated: Oct 25, 2023 by Robert Van Brunt

 

Prerequisites

  1. Pardot Business Unit ID

  2. Salesforce/Pardot Username and Password for an admin account

 

Installation Guide

  1. Click on Integrations in the Setup tab

 

2. Click Connect on the Pardot tile

3. Select which environment you’re integrating with (most likely Production), enter your Business Unit ID, and click Next.

 

4. It will then redirect you to Salesforce to authenticate. Enter your Salesforce/Pardot credentials and click Log In.

 

Troubleshooting and FAQs

  1. What level of permissions do I need?

    1. You need admin permissions in order to be able to read and write.

  2. Can I use the same account for both Salesforce and Pardot?

    1. Yes you can.

  3. What version of Pardot’s APIs do I need to be using to successfully integrate?

    1. Pardot is currently on version 5 of their Account Engagement API. Madison Logic supports versions 3, 4, and 5.

  4. Do I need to use my personal Salesforce/Pardot account to authenticate?

    1. It is possible to do so, but it is recommended to create a specific, shared account to manage the authentication. This way, if a person leaves the organization, is on vacation/leave, or otherwise unavailable, the team can still access and authenticate.