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    Salesforce Pardot
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    Contents

    Salesforce Pardot

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    Article summary

    Salesforce Pardot is a marketing automation platform designed for B2B (business-to-business) marketing teams. It provides tools for lead generation, nurturing, and scoring, along with features for email marketing, analytics, and reporting, helping businesses streamline their marketing processes and improve lead management.

    Refer to our website for the list of metrics and attributes available in Dataddo.

    Refer to Salesforce's official documentation to see all available endpoints from the Salesforce Pardot API.

    Authorize Connection to Salesforce Pardot

    In Salesforce

    To authorize your Salesforce Pardot account, you will need your Pardot business unit ID which is used for APIs.

    1. In your Salesforce account, find Business Unit in the Quick Find box.
    2. Click on Business Unit Setup.
    3. Copy the Business Unit ID, which has 16 digits, next to your business unit name.

    In Dataddo

    1. On the Authorizers page, click on Authorize New Service and select Salesforce Pardot.
    2. Fill in your Pardot Business Unit ID. Make sure you're using the business unit ID meant for APIs.
    3. Select your Salesforce version. Make sure you choose the correct version because the available datasets and fields differ between versions, impacting the data you can extract.
    4. Rename your authorizer for easier identification and click on Save.

    How to Create a Salesforce Pardot Data Source

    1. On the Sources page, click on the Create Source button and select the connector from the list.
    2. Select your dataset and click on Next to continue.
      DATADDO TIP

      If you are not sure which dataset you need but know the metrics and attributes, use the Search by Name or Attribute function.

      Source creation using a fixed-schema connector.
    3. From the drop-down menu, select your authorizer.
      Didn't find your authorizer?

      Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

    4. Name your data source and select your metrics and attributes. Keep in mind that metrics and attributes depend on the selected dataset.
    5. Configure your sync frequency or the exact synchronization time under Show advanced settings.
      DATADDO TIP

      If you need to load historical data, please refer to the Data Backfilling article.

    6. Preview your data by clicking on the Test Data button in the top right corner. You can adjust the date range for a more specific time frame.
    7. Click on Save and congratulations, your new data source is ready!

    Troubleshooting

    Data Preview Unavailable

    No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

    • Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
    • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

    Version Incompatibility

    If you select an authorizer that was created with different Salesforce API versions than the selected dataset, the extraction will likely fail or return incorrect data. This is because the fields and object definitions differ between Salesforce versions (e.g., v4 vs. v5).

    Ensure the API version used by the dataset matches the version used by the authorizer:

    • Select the right dataset: Re-select the dataset. The version names are indicated in the dataset names (e.g. Campaigns V4 vs. Campaigns V5).
    • Create a new authorizer: If you need a different version, create a new authorizer specifically configured for the required Salesforce version and use it to create a new data source.

    Related Articles

    Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

    Sending Data to Dashboarding Apps

    Sending Data to Data Storages

    Other Resources

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