Using OAuth Authentication
OAuth requires the authenticating user to interact with Salesforce Pardot using the browser. The connector facilitates this in various ways as described below.
- You must have Salesforce OAuth setup in the org. To setup up a connected app for OAuth, the "pardot_api" scope must be one of the selected OAuth scopes. Otherwise, OAuth flows other than username/password flow will not be usable with the Pardot API.
- Authenticate with a user that is SSO enabled. An SSO enabled user is one who can log in to the Pardot user interface (https://pi.pardot.com) using "Log In with Salesforce" or who can access Pardot using the Pardot Lightning App.
Note: Please reset the connection when recieving one of the following errors indicating that the access or refresh token has expired.
- expired access/refresh token
- token validity expired
Pardot Business Unit Id
To connect via OAuth2.0 you need to obtain the BusinessUnitId.
To find the Pardot Business Unit ID, use Setup in Salesforce.
- From Setup, enter "Pardot Account Setup" in the Quick Find box.
Your Pardot Business Unit ID begins with "0Uv" and is 18 characters long. If you cannot access the Pardot Account Setup information, ask your Salesforce Administrator to provide you with the Pardot Business Unit ID.
You need to register an app to obtain the OAuthClientId and OAuthClientSecret.
In the headless OAuth flow, users need to authenticate via a browser on another machine. You need to create a custom OAuth app. See Creating a Custom OAuth App for the procedure.
Creating a Custom OAuth App
See Creating a Custom OAuth App for the procedure.