Salesforce Pardot

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.

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

In Dataddo

On the Authorizers page, click on Authorize New Service and select Salesforce Pardot.
Fill in your Pardot Business Unit ID. Make sure you're using the business unit ID meant for APIs.
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.
Rename your authorizer for easier identification and click on Save.

How to Create a Salesforce Pardot Data Source

On the Sources page, click on the Create Source button.
Select the connector from the list and name your data source.
On the Dataset step, select your dataset.

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If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.
On the Account step select your authorizer from the drop-down menu.

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.
On the Attributes and Metrics step, select the metrics and attributes you want to extract.
On the Metadata step, select which metadata fields such as extraction time to add to your data.
On the Snapshot step:
1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
  
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  To load historical data, refer to the Data Backfilling article.
2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
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.

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