Ensure the User is in Pardot
From Setup, in the Quick Find box, enter Pardot, then select Pardot Account Setup.
Click Manage Users next to the business unit.
Click Edit User Assignments.
Use the lists to search for Zapier’ and add the user to either of the Sales or Marketing user groups.
Screenshot of the add and remove icon button
5. Click Save.
Create the Salesforce Connected App
Connected Apps add additional levels of control, allowing ecuador phone number example administrators explicit control over who can use the application, and various security policies to be enforced by the application.
1. Navigate to Setup, enter Apps in the Quick Find box, and select App Manager.
2. Click New Connected App.
Screenshot of how to create the salesforce connected app
3. Enter the connected app’s name (Zapier), which displays in the App Manager and on its App Launcher tile (just like how Pardot does).
Note: The connected app name must be unique within your org.
4. Enter any future basic info.
5. Enable OAuth Settings.
6. Specify the Callback URL and select the Access Pardot services OAuth Scope.
7. Optional: You can display a logo on the App Launcher tile and consent page. To do this enter a logo image URL. If you don’t supply a logo, Salesforce generates one for you using the app initials.
8. Optional: If you have a web page with more information about the app, provide an info URL.
9. Click Save.
Get the Pardot Business Unit
We need to add the Pardot Business Unit ID that we will be using the API with.
This needs to be done no matter what, even if you aren’t using Multiple Business Units:
1. In Lightning Experience, launch Setup
2. Use the quick search box to find Pardot Account Set Up
Screenshot of Pardot account setup
3. Copy your Business Unit ID.
Once this is done, head back to Pardot and check that your new user has the blue cloud next to it, and you’ll be up and running and able to continue using your integration tool!
Here at MarCloud, we suggest moving to Salesforce SSO sooner rather than later to ensure every user can still access Pardot before the changes hit. If you have any questions about the above steps, please get in touch with us.
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Hollie Fitzpatrick
Hollie Fitzpatrick
Hollie joined the MarCloud team with extensive B2B marketing experience. With a keen interest in marketing technologies, they strive to find the best solution to increase the efficiency and quality of marketing campaigns through rigorous testing and data analysis. A certified Pardot consultant, Hollie spends her days at MarCloud being fully solutions-focused.
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