Salesforce Pardot
Salesforce Pardot
Follow these steps to connect Salesforce Pardot to your CData Connect Cloud account:
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Open the Connections page of the CData Connect Cloud dashboard.
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Click + Add Connection in the upper-right corner.
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Type Salesforce Pardot into the search field, then click the data source name.
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On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
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On a separate browser tab, log into your Salesforce account. Open the Setup page, expand the Pardot section, and click Pardot Account Setup.
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Copy the business unit Id for the business unit that you want to connect.
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Return to CData Connect Cloud and enter the copied value into the Business Unit ID field.
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Select the Authentication method, then proceed to the relevant section and follow those instructions.
OAuth
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Select your schema version.
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If you are using a demo account, set Is Demo Account to True. Otherwise, leave it false.
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Click Sign in to connect securely through OAuth. This action opens the Salesforce Pardot sign-in page in a new tab.
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Log into your Salesforce Pardot account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Salesforce Pardot Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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OAuth Password
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Enter the Salesforce Pardot username for authentication.
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Enter the user password.
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Enter a Security Token. This step is mandatory unless your IP has been added to ‘Trusted IP Addresses’ in Salesforce already.
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Select your schema version.
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If you are using a demo account, set Is Demo Account to True. Otherwise, leave it false.
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At the top of the CData Connect Cloud Add Salesforce Pardot Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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OAuth JWT
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Enter your OAuth JWT Certificate. This is multi-line and in PEM format.
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Select the OAuth JWT Certification type.
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Enter the OAuth JWT Issuer. This must include the client_id or connected app for the which the certificate is registered.
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(Optional) Enter a OAuth JWT Cert Password if the certificate. This only needs to be done if the certificate is encrypted.
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(Optional) If required, add an OAuth JWT Cert Subject.
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(Optional) If necessary, enter a OAuth JWT Subject, formatted as an email.
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Select your schema version.
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If you are using a demo account, set Is Demo Account to True. Otherwise, leave it false.
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At the top of the CData Connect Cloud Add Salesforce Pardot Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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More Information
For more information about interactions between CData Connect Cloud and Salesforce Pardot, see this information page.