Tableau Connector for Salesforce Pardot

Build 21.0.7930

Custom Credentials

This section describes desktop authentication using the credentials for your custom OAuth app. See Creating a Custom OAuth App for more information.

Get an OAuth Access Token

After setting the following, you are ready to connect:

  • OAuthClientId: Set to the Client ID in your app settings.
  • OAuthClientSecret: Set to the Client Secret in your app settings.
  • CallbackURL: Set to the Redirect URL in your app settings.
  • InitiateOAuth: Set to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
When you connect, the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the following OAuth process:
  1. Extracts the access token from the callback URL and authenticates requests.
  2. Obtains a new access token when the old one expires.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

Authenticating with OAuthJWT Certificate Authentication

Set the AuthScheme to OAuthJWT.

After creating your OAuth Application, set the following connection properties:

  • AuthScheme: Set to OAuthJWT.
  • InitiateOAuth: Set to GETANDREFRESH.
  • OAuthJWTCert: Set this to the JWT Certificate store.
  • OAuthJWTPassword: Set this to the Password of the JWT Certificate store.
  • OAuthJWTIssuer: Set this to the OAuth Client ID.
  • OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.

Note: This flow never issues a refresh token.

Copyright (c) 2021 CData Software, Inc. - All rights reserved.
Build 21.0.7930