Salesforce Pardot Authorization
If you haven't already done so, you will need to set up a Salesforce Pardot account before you begin the process described below. Salesforce Pardot supports OAuth2, which allows you to simply enter your username and password to connect Lytics with Pardot.
To make full use of the import and export integrations you will need an account with List, Prospect, Prospect Account, Opportunity, and Visitor view/edit permissions. The built in Administrator and Marketer roles have all of these permissions.
|Prospects||Full||Full||Full||Only assigned prospects|
|Visitors||Full||Full||Full||Only assigned Visitors|
If you use an account without permissions to some data, the integration will not be able to interact with that data. See Pardot's roles documentation for role details.
The user connecting with Pardot must also have a Pardot user that is synced with a Salesforce user. Your user is synced if it has a CRM username. As shown below, you can verify this under Users in Pardot Settings.
You will also need your Pardot business unit ID. As shown below, this can be located under Pardot Account Setup.
You can read more on Salesforce-Pardot authentication.
If you are new to creating authorizations in Lytics, see the Authorizations Dashboard documentation for more information.
- Select Pardot from the list of providers.
- Select the Pardot OAuth Login method for authorization.
- Enter your Pardot login credentials in the login popup.
- In the Label text box, enter a name for the authorization
- (optional) In the Description text box, enter a description for this authorization
- In the Pardot Business Unit ID text box, enter your Pardot business unit ID.
- Select the AMPSEA feature enabled checkbox if your account allows multiple prospects to have the same email address.
- Click Save Authorization.