Version 23.4.8843

• Establish a Connection
• More Information

You can use the Salesforce Pardot connector from the CData Sync application to capture data from Salesforce Pardot and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Salesforce Pardot, you first must establish a connection to Salesforce Pardot. Follow these steps to connect Salesforce Pardot to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Salesforce Pardot row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • Business Unit ID - Enter your business unit Id. This Id is required when you use an Auth scheme of OAuth 2.0. Your Pardot Business Unit Id begins with “0Uv” and is 18 characters long. You can locate your Id from the Pardot Account Setup in Salesforce.

   • Auth Scheme - Select the authentication scheme that you want to use. OAuth is the default setting. For this setting, you must specify a schema in the Schema field. The default schema is SalesforcePardotV4.

   • Is Demo Account - Select whether the account is a demo account. The default value is False.

6. Click Connect to SalesforcePardot to connect to your Salesforce Pardot account.

7. Click Create & Test to create the connection.

8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Salesforce Pardot, see Salesforce Pardot Connector for CData Sync.