Integrate Pardot and Demandbase

  • Updated

Context

Demandbase syncs to numerous activities in Pardot, most of which can be found on Pardot's Prospect Activity Glossary.

Demandbase syncs all Pardot prospects and their associated activities of the following types:

  • 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. Demandbase customers using the standalone Pardot authentication are encouraged to contact their Customer Service Representative to move to Salesforce SSO Pardot authentication.

Connect Salesforce SSO for Pardot User Authentication 

Demandbase supports the new Salesforce SSO for Pardot User authentication described in this Salesforce article: Pardot User Migration FAQ, and this Salesforce blog: Setting Up Salesforce OAuth for Pardot API Authentication

To set up your Pardot environment with Salesforce SSO, follow the instructions in these documents. This must be completed before the new authentication for Pardot can work with your environment as well as the Demandbase environment. This includes setting up the Pardot API Scope.

Connect Pardot via OAuth

OAuth means logging in through the Salesforce login screen. This is the preferred method when you are adding Salesforce as an integration. 

Perquisites/Preparation

You must have Admin privileges in Demandbase.

Ability to login to Salesforce as the desired integration user (ensure you have the password, etc.)

Steps

  1. Completely log out of Salesforce, ensuring every window/tab is fully logged out. This is important.
  2. From the left navigation bar, go to Settings_N.png Settings > Demandbase-Wide Settings > Integrations.
  3. Click Create Data Source and select Salesforce under CRM.
  4. Select Access Token for the OAuth Type. Enter the Consumer Key and Consumer Secret you obtained from following the Step 2: Obtain Salesforce Credentials article.
    Salesforce_Data_Source_Token_N.png
  5. Enter the Pardot Business Unit ID.
  6. If applicable, enter your Salesforce Custom Domain. Enter demandbase if your Salesforce URL is demandbase.my.salesforce.com
  7. Click Save.
    In the Salesforce sign in window, login to the Salesforce instance you want Demandbase to connect to.
  8. After successful authentication, Demandbase starts verifying  permissions for required and optional Salesforce Objects. If permission for a required object cannot be verified, check the permissions of the corresponding Salesforce instance. For more information on permissions, see Best Practices: Salesforce Permissions.
    Salesforce_Data_Source_Verifying.png
  9. Click Create after Demandbase verifies all required permissions.
    Salesforce_Data_Source_Verified.png

Connect Pardot with a Password

If you are unable to complete the integration using the OAuth Access Token method described above, follow the steps in this section. 

Perquisites/Preparation

You must have Admin privileges in Demandbase.

You have completed Obtain Salesforce Credentials to gather the Consumer Id and Secret.

Steps

  1. Retrieve Username and Password of the Salesforce Integration User.
  2. Retrieve Security Token for the Integration User:

    a. Log in to Salesforce as the user you want Demandbase to connect Salesforce with, your Sync User.

    b. Click the drop-down in the upper right next to the username and select Setup or My Settings.
    c. Go to Personal Setup > My Personal Information > Reset My Security Token.
    d. Click Reset Security Token.
    e. Check your email for the Security Token.

  3. From the left navigation bar, go to Settings_N.png Settings > Demandbase-Wide Settings > Integrations.
  4. Click Create Data Source and select Salesforce under CRM.
  5. Select Password for the OAuth Type.
    Salesforce_Data_Source_Password_N.png
  6. Enter the Pardot Business Unit ID.
  7. Click Save.

Outcome

Data will be 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.

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