Integrate Pardot (Marketing Cloud Account Engagement) and Demandbase

Demandbase syncs activities from Pardot (also referred to as Marketing Cloud Account Engagement). See Pardot's Prospect Activity Glossary.

Demandbase syncs the following Pardot prospects and associated activities:

• Form submission
• Website visit
• Email opens
• Email clicks
• Form visit
• Landing page visit
• File visit
• Landing page submission
• Attended webinar
• Registered for webinar
• Social post click
• Video view
• Video watched (> 75% watched)
• Video conversion
• Event registered
• Event checked in

Important: 

• Salesforce ended support for standalone Pardot authentication on July 15, 2021. See Salesforce's article Pardot User Migration FAQ. 
• You can also integrate with Pardot using the Salesforce Lite integration. See Set Up Salesforce Lite with Optional Pardot (Marketing Cloud Account Engagement) Integration.

Prerequisites

• Set up Pardot API with Salesforce OAuth. See Salesforce's article Setting Up Salesforce OAuth for Pardot API Authentication.
• You must have access to Salesforce integration user credentials.
• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Steps

Important: Before starting, completely log out of Salesforce from every window/tab.

1. From the left navigation bar, go to Settings > Integrated Systems > Integrations.
2. Click New Integration and select Salesforce.
3. For OAuth Type, select Access Token. 
4. Enter the Consumer Key and Consumer Secret you obtained from the Step 2: Obtain Salesforce Credentials article.
5. (Optional) If applicable, enter your Salesforce Custom Domain. For example, enter demandbase if your Salesforce URL is demandbase.my.salesforce.com
6. Enter the Pardot Business Unit ID. See Salesforce's article Find my Account Engagement Business Unit ID: second Business Unit ID (used for the API).
7. Click Next.
8. In the Salesforce sign in window, login to the Salesforce instance you want to connect with Demandbase.
9. Complete Step 2: Permissions (Confirm Salesforce Permissions), Step 3: Field Selection (Select Salesforce Fields), and Step 4: Account Filters (Select Salesforce Accounts).
10. Click Save.
11. In the Connect to Salesforce Integration? box, click Proceed.
    

Outcome

Data is processed after the sync and available in the customer database according to the schedules described in Understanding Demandbase Data Availability. 

Data Sync Settings and status are available.