Salesforce Pardot

Overview

Salesforce Pardot is a marketing automation solution. Pardot helps make meaningful connections and empower sales to close more deals.

Authorization

If you haven't already done so, you will need to set up a Salesforce Pardot account before you begin the process described below. Salesforce Pardot supports OAuth2, which allows you to simply enter your username and password to connect Lytics with Pardot.

To make full use of the import and export integrations you will need an account with List, Prospect, Prospect Account, Opportunity, and Visitor view/edit permissions. The built in Administrator and Marketer roles have all of these permissions.

PermissionsAdminMarketingSales ManagerSales
ProspectsFullFullFullOnly assigned prospects
Segmentation: ListsFullFullNoNo
AccountsFullFullFullNo
OpportunitiesFullFullFullFull
VisitorsFullFullFullOnly assigned Visitors

If you use an account without permissions to some data, the integration will not be able to interact with that data. See Pardot's roles documentation for role details.

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Pardot does not currently support accessing an opportunity's custom fields through their API.

The user connecting with Pardot must also have a Pardot user that is synced with a Salesforce user. Your user is synced if it has a CRM username. As shown below, you can verify this under Users in Pardot Settings.
Salesforce Pardot synced user

You will also need your Pardot business unit ID. As shown below, this can be located under Pardot Account Setup.
Pardot Business Unit ID

You can read more on Salesforce-Pardot authentication.

If you are new to creating authorizations in Lytics, see the Authorizations documentation for more information.

  1. Select Pardot from the list of providers.
  2. Select the Pardot OAuth Login method for authorization.
  3. Enter your Pardot login credentials in the login popup.
  4. In the Label text box, enter a name for the authorization
  5. (optional) In the Description text box, enter a description for this authorization
  6. In the Pardot Business Unit ID text box, enter your Pardot business unit ID.
  7. Select the AMPSEA feature enabled checkbox if your account allows multiple prospects to have the same email address.
  8. Click Save Authorization.

If IP restrictions are enabled for your Pardot account, you will need to have an administrator add Lytics' IP addresses to the approved list. Contact your Account Manager for the current list of Lytics' IP addresses.

Import Audiences and Activity Data

Import your Pardot prospects, prospect accounts, opportunities, visitors, visitor activities, and lists into Lytics. You can use this detailed data to build and refind your existing Lytics audience to power better, cross-channel campaigns.

Integration Details

  • Implementation Type: Client-side Integrations
  • Implementation Technique: REST API Integration
  • Frequency: Batch Integration, Real-time Integration
  • Resulting data: User Profiles and User Fields

This integration utilizes Salesforce Pardot APIs to import audiences and activity data. Once the import is started, the job will:

  1. Fetch Prospects.
  2. Fetch List Members.
  3. Fetch Opportunities.
  4. Fetch Prospect Accounts.
  5. Fetch Visitors.
  6. Fetch Visitor Activity.
  7. If the job is configured to update continuously, the job will sleep. Otherwise, the job will complete.

All the above user and activity data can be configured to start at a specified date. Otherwise, the default will be to fetch data from the last 90 days.

Fields

The following fields are included in the default mapping of the pardot_lists stream:

Source FieldLytics User FieldDescriptionType
created_atpd_list_membership_created_atPardot list membership created atstring
list_CRM_visiblepd_list_crm_visiblePardot list is CRM visiblestring
list_created_atpd_list_created_atPardot list created atstring
list_descriptionpd_list_descriptionPardot list descriptionstring
list_dynamicpd_list_dynamicPardot list is dynamicstring
list_idpd_list_idPardot list IDstring
list_namepd_list_namePardot list namestring
list_publicpd_list_publicPardot list is publicstring
list_titlepd_list_titlePardot list titlestring
list_updated_atpd_list_updated_atPardot list updated atstring
opted_outpd_list_opted_outPardot prospect opted out of list membershipstring
prospect_idpd_prospect_id unique idPardot prospect IDstring
updated_atpd_list_membership_updated_atPardot list membership updated atstring

The following fields are included in the default mapping of the pardot_opportunities stream:

Source FieldLytics User FieldDescriptionType
created_atpd_opportunity_created_atPardot opportunity created atstring
idpd_opportunity_idPardot opportunity IDstring
prospect_idpd_prospect_id unique idPardot prospect IDstring
updated_atpd_opportunity_updated_atPardot opportunity updated atstring

The following fields are included in the default mapping of the pardot_prospects stream:

Source FieldLytics User FieldDescriptionType
address_onepd_address_onestring
address_twopd_address_twostring
annual_revenuepd_annual_revenuestring
campaign_idpd_campaign_idstring
citypd_citystring
commentspd_commentsstring
companypd_companystring
countrypd_countrystring
crm_account_fidpd_crm_account_fidstring
crm_contact_fidpd_crm_contact_fidstring
crm_last_syncpd_crm_last_syncstring
crm_lead_fidpd_crm_lead_fidstring
crm_owner_fixpd_crm_owner_fixstring
crm_urlpd_crm_urlstring
departmentpd_departmentstring
email(email)email unique idstring
employeespd_employeesstring
faxpd_faxstring
first_namepd_first_namestring
gradepd_gradestring
idpd_prospect_id unique idPardot prospect IDstring
industrypd_industrystring
is_do_not_callpd_is_do_not_callstring
is_do_not_emailpd_is_do_not_emailstring
is_reviewedpd_is_reviewedstring
is_starredpd_is_starredstring
job_titlepd_job_titlestring
last_activity_idpd_last_activity_idstring
last_namepd_last_namestring
notespd_notesstring
opted_outpd_opted_outstring
passwordpd_passwordstring
phonepd_phonestring
prospect_account_idpd_prospect_account_idstring
recent_interactionpd_recent_interactionstring
salutationpd_salutationstring
scorepd_scorestring
sourcepd_sourcestring
statepd_statestring
territorypd_territorystring
websitepd_websitestring
years_in_businesspd_years_in_businessstring
zippd_zipstring

The following fields are included in the default mapping of the pardot_prospect_accounts stream:

Source FieldLytics User FieldDescriptionType
assigned_topd_assigned_toPardot user ID assigned tostring
created_atpd_prospect_account_created_atPardot prospect account created atstring
idpd_prospect_account_idPardot prospect account IDstring
prospect_idpd_prospect_id unique idPardot prospect IDstring
updated_atpd_prospect_account_updated_atPardot prospect account updated atstring

The following fields are included in the default mapping of the pardot_visitor_activity stream:

Source FieldLytics User FieldDescriptionType
mapct(hourofday())pd_hourlymap[string]intsum
mapct(type_name)pd_activity_typesmap[string]intsum
mapct(yymm())pd_yymmmap[string]intsum
prospect_idpd_prospect_id unique idstring
set(campaign_id)pd_campaign_ids[]string
set(campaign_name)pd_campaigns[]string
set(details)pd_details[]string
set(email_id)pd_email_ids[]string
set(file_id)pd_file_ids[]string
set(form_handler_id)pd_form_handler_ids[]string
set(form_id)pd_form_ids[]string
set(landing_page_id)pd_landing_page_ids[]string
set(multivariate_test_variation_id)pd_multivariate_variation_ids[]string
set(paid_search_id_id)pd_paid_search_ids[]string
set(site_search_query_id)pd_site_search_ids[]string
set(visitor_id)pd_visitor_ids unique id[]string
set(visitor_page_view_id)pd_page_view_ids[]string

The following fields are included in the default mapping of the pardot_visitors stream:

Source FieldLytics User FieldDescriptionType
browserpd_browserstring
browser_versionpd_browser_versionstring
campaign_parameterpd_campaign_parameterstring
content_parameterpd_content_parameterstring
hostnamepd_hostnamestring
ip_addresspd_ip_addressstring
is_flash_enabledpd_is_flash_enabledstring
is_java_enabledpd_is_java_enabledstring
languagepd_languagestring
medium_parameterpd_medium_parameterstring
operating_systempd_operating_systemstring
operating_system_versionpd_operating_system_versionstring
page_view_countpd_page_view_countstring
screen_heightpd_screen_heightstring
screen_widthpd_screen_widthstring
set(id)pd_visitor_ids unique id[]string
source_parameterpd_source_parameterstring
term_parameterpd_term_parameterstring

Configuration

Follow these steps to set up and configure an import job for Pardot in the Lytics platform. If you are new to creating jobs in Lytics, see the Data Sources documentation for more information.

  1. Select Pardot from the list of providers.
  2. Select the import job type from the list.
  3. Select the Authorization you would like to use or create a new one.
  4. Enter a Label to identify this job you are creating in Lytics.
  5. (Optional) Enter a Description for further context on your job.
  6. Complete the configuration steps for your job.
  7. (optional) From the Timezone input, select timezone for Pardot account.
  8. (optional) Select the Keep Updated checkbox, to import continuously.
    pardot integration import config
  9. (Optional) Toggle Show Advanced Options.
  10. (optional) In the List Membership Since text box, enter the earliest date from which to import list membership. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
  11. (optional) In the Prospects Since text box, enter the earliest date from which to import prospects. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
  12. (optional) In the Opportunities Since text box, enter the earliest date from which to import opportunities. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
  13. (optional) In the Prospect Accounts Since text box, enter the earliest date from which to import prospect accounts. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
  14. (optional) In the Visitors Since text box, enter the earliest date from which to import visitors. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
  15. (optional) In the Visitor Activity Since text box, enter the earliest date from which to import visitor activity. RFC3339 formatted (i.e. YYYY-MM-DDThh:mm:ss+00:00).
  16. Click the Start job button to start the job

Export Audiences

Export audiences to Pardot and create prospect lists that will be updated.

Integration Details

  • Implementation Type: Client-side Integrations
  • Implementation Technique:REST API Integration, Audience Trigger Integration
  • Frequency: Real-time Integration with a one-time Batch Integration of the audience after job setup.
  • Resulting data: Pardot prospects added to a list with user from the selected Lytics audience. Only known users with an email are exported.

This integration utilizes Salesforce Pardot APIs to export users to a list in Pardot. Once the export is started, the job will:

  1. Run a backfill by creating or updating existing users in Pardot. Users will be added to the configured list.
  2. After a backfill, the job will receive real-time updates when a user enters the audience.
  3. For each user entering the selected audience, the job will create or update the user in Pardot and add them to the configured list. Only known users with valid email identifiers are included in the export.

Fields

By default, Lytics exports the following fields to Pardot:

Lytics User FieldDescriptionPardot FieldType
emailEmail AddressEmailstring

Configuration

Follow these steps to set up and configure an export job for Pardot in the Lytics platform. If you are new to creating jobs in Lytics, see the Jobs Dashboard documentation for more information.

  1. Select Pardot from the list of providers.
  2. Select the export job type from the list.
  3. Select the Authorization you would like to use or create a new one.
  4. Enter a Label to identify this job you are creating in Lytics.
  5. (Optional) Enter a Description for further context on your job.
  6. Select the audience to export.
  7. Complete the configuration steps for your job.
    pardot integration export configure
  8. From the Email Field input, select the field that is the prospect's email address.
  9. From the List ID input, select the list to add the Prospects to.
  10. (Optional) Toggle Show Advanced Options.
  11. (optional) From the ID Field input, select the field that is the prospect's Pardot ID.
  12. Click the Start job button to start the job