Salesforce Pardot
With Salesforce Pardot modules in Make, you can manage the records, files, and folders in your Salesforce Pardot account.
To use the Salesforce Pardot modules, you must have a Salesforce Pardot (also known as Marketing Cloud Account Engagement) paid account. For subscription information, refer to the Salesforce Pardot Pricing page.
Refer to the Salesforce Pardot API documentation for a list of available endpoints.
Connect Salesforce Pardot to Make
To establish the connection, you must:
Obtain your Business Unit ID in Salesforce Pardot.
Establish the connection in Make.
Obtain your Pardot Business Unit ID in Salesforce Pardot
To obtain your Pardot Business Unit ID from your Salesforce Pardot account:
Log in to your Salesforce Pardot account.
In the upper right corner, click the Setup icon.
Click Marketing Setup.
Click Business Unit Setup and then click + Add New Business Unit.
In the Business Unit Name field, enter Make.
In the Setup Admin field, select the user who will administrate this Business Unit.
Click Save.
Copy the Business Unit ID value shown and store it in a safe place.
You will use this value in the Pardot Business Unit ID field in Make.
Note: You can use the Business Unit ID only when the Business Unit has the Enabled status.
Establish the connection with Salesforce Pardot in Make
To establish the connection in Make:
Log in to your Make account, add a Salesforce Pardot module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Pardot Business Unit ID field, enter the Pardot Business Unit ID copied above.
In the Account Type field, select the account type that you want to connect Make to.
Optional: Switch on the Show advanced settings toggle and enter your custom app client credentials. For more information, refer to Salesforce app documentation,
Note: when creating a custom app, use the following data:
Callback URL:
https://www.make.com/oauth/cb/salesforce-pardot
Selected OAuth Scopes:
Manage Pardot services (pardot_api)
Perform requests at any time (refresh_token, offline_access)
Click Save.
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Salesforce Pardot modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build Salesforce Pardot Scenarios
After connecting the app, you can perform the following actions:
Records
With the help of these modules, you can manage records in your Salesforce Pardot account.
Triggers when a record is created or updated in an object.
Connection | |
Record Type | Select the record type to watch. |
Watch Records By | Select the type of field that records should be watched by. |
Output Fields | Select fields that the system will show in the module output. |
Limit | Enter the maximum number of results to be worked with during one execution cycle. |
Searches records by selected criteria
Connection | |
Record Type | Select the record type to seach. |
Filter | Create filters to narrow down the search records returned. |
Sort By | Map or select the direction and fields that records should be sorted by. |
Output Fields | Select fields that the system will show in the module output. |
Limit | Enter the maximum number of results to be worked with during one execution cycle. |
Creates a new record.
Connection | |
Record Type | Select the record type to create. |
Record Details | Enter or map the information of the record you want to create into the fields that appear. The fields are dependent upon the selected Record Type. |
Output Fields | Select fields that the system will show in the module output. |
Retrieves details of a record by its ID.
Connection | |
Record Type | Select the record type to get. |
Record ID | Enter the ID of the record you want to get. |
Output Fields | Select fields that the system will show in the module output. |
Updates an existing record by its ID.
Connection | |
Record Type | Select the record type to update. |
Record ID | Enter the ID of the record you want to update. |
Record Details | Enter or map the information of the record you want to update into the fields that appear. The fields are dependent upon the selected Record Type. |
Output Fields | Select fields that the system will show in the module output. |
Deletes a record by its ID.
Connection | |
Record Type | Select the record type to delete. |
Record ID | Enter the ID of the record you want to delete. |
Files and folders
With the help of these modules, you can manage files and folders in your Salesforce Pardot account.
Searches files by selected criteria.
Connection | |
Filter | Create filters to narrow down the search files returned. |
Sort By | Map or select the direction that files should be sorted by. |
Output Fields | Select fields that the system will show in the module output. |
Limit | Enter the maximum number of results to be worked with during one execution cycle. |
Searches folders by selected criteria.
Connection | |
Filter | Create filters to narrow down the search folders returned. |
Sort By | Map or select the direction that folders should be sorted by. |
Output Fields | Select fields that the system will show in the module output. |
Limit | Enter the maximum number of results to be worked with during one execution cycle. |
Searches folder contents by selected criteria.
Connection | |
Filter | Create filters to narrow down the search folder contents returned. |
Sort By | Map or select the direction and fields that folder contents should be sorted by. |
Output Fields | Select fields that the system will show in the module output. |
Limit | Enter the maximum number of results to be worked with during one execution cycle. |
Uploads a file
Connection | |
File Name | Enter the name of the file to be uploaded, including the file extension. For example, |
Data | Enter the file data to be uploaded. |
Name | Enter the name of the file for identification in your Salesforce Pardot account. If the field is empty, the system uses the File Name. |
Folder ID | Select the Folder ID to which you want to upload. |
Campaign ID | Select the Campaign ID that the file will be associated with. |
Vanity URL Path | Enter the Vanity URL path without a protocol and host. For example, |
Tracking Domain ID | Enter the ID of the TrackerDomain to use in the URL for this file. For example, |
Output Fields | Select fields that the system will show in the module output. |
Retrieves details of a file by its ID.
Connection | |
File ID | Enter the ID of the file you want to get. |
Output Fields | Select fields that the system will show in the module output. |
Retrieves details of a folder by its ID.
Connection | |
Folder ID | Enter the ID of the folder you want to get. |
Output Fields | Select fields that the system will show in the module output. |
Retrieves details of a folder content by its ID.
Connection | |
Folder ID | Enter the ID of the folder content you want to get. |
Output Fields | Select fields that the system will show in the module output. |
Deletes a file by its ID.
Connection | |
File ID | Enter the ID of the file you want to delete. |
Other
Performs an arbitrary authorized API call.
Connection | |
URL | Enter a path relative to Read more about the base URL. Refer to the Salesforce Pardot API documentation for a list of available endpoints. |
Method | Select or map the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PATCH to update an existing entry. DELETE to delete an entry. |
Headers | Enter or map the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter or map the request query string. Note: a fields parameter is required. Refer to Salesforce Pardot API documentation to get a list of available fields for each endpoint. For example:
|
Body | Enter the body content for your API call. |