The Salesforce Pardot integration enables you to create new Prospects and enrich or update existing Prospect data in Pardot directly from your experience. This integration ensures seamless data flow between Experiences by Jebbit and Pardot, enhancing your marketing automation efforts.
Before you begin
Ensure you have administrative access to your Salesforce account.
Confirm you have the permissions to create Connected Apps and manage user profiles.
Identify the attributes you wish to map to Pardot.
Create a Salesforce Pardot integration
Follow these steps to securely provide Experiences by Jebbit with access for the integration.
Create a connected app in Salesforce
Log in to your Salesforce account.
Create a Connected App in Salesforce.
Next, you will need to Enable OAuth Settings for API Integration. You will be prompted to select OAuth scopes to apply to your connected app, please select the following scopes: pardot_api
Please include the OAuth Scope, Perform requests on your behalf at any time (refresh_token, offline_access).
Under Refresh Token Policy please set this to Refresh token should expire only when revoked.
Ensure you have IP Relaxation set to Relax IP Restrictions.
Copy and paste the Consumer Key and Consumer Secret in a new .txt file from the API Settings.
Include your Pardot Business Unit ID in this file.
Create an API user for Experiences by Jebbit
Create a user in Salesforce with the email [email protected] and username jebbit@{yourdomain}.com.
Go to Setup > Manage Users > Profiles.
Open the profile of the new user. Click Edit.
Scroll down to Administrative Permissions and check the API Enabled box.
Assign the necessary permissions to this user profile for creating/updating Prospects.
The purpose of this step is to allow Experiences by Jebbit to generate the initial refresh token to generate the access token for each API request.
Provide data mappings
Aside from the email, determine the specific attributes you would like to move to your Pardot Prospect Object.
Provide Experiences by Jebbit with those field names.
Clarify whether you will be collecting EU data, Non-EU data, or both.
Copy the information from steps 1-2 into your .txt file created previously.
Include your name and company name in the name of your .txt file.
Example file
File Name:
Jane Doe - Company A.txt
Content:
Consumer Key: XXXXXXXX
Consumer Secret: XXXXXXXX
Pardot Business Unit ID: XXXXXXXXXXXXX
Non-EU Data
Data Mappings:
Jebbit Attribute: Email, Salesforce Prospect Field: email
Jebbit Attribute : First Name, Salesforce Prospect Field: FirstName
Jebbit Attribute : Last Name, Salesforce Prospect Field: LastName
Submit your .txt file via Dropbox file request
Transfer the information from your .txt file via Dropbox File Request via the URL provided.
Next steps
The integrations team will confirm when the setup is complete and will be in contact regarding timelines and testing.