0000029264 00000 n 0000036906 00000 n Version 3 and 4 Overview Using the API. 0000021032 00000 n 0000008360 00000 n Connected App Consumer Secret – Shh! 0000019670 00000 n We’ll cover everything from segmenting prospects to SPF statements. 0000047142 00000 n Private Domains. 0000035483 00000 n 0000017812 00000 n From Setup, enter Pardot in the Quick Find box. • In Pardot, select Admin and then Domain Management. 0000020052 00000 n 0000039195 00000 n 0000011315 00000 n <] To setup up a connected app for OAuth, the "pardot_api" scope must be one of the selected OAuth scopes. 0000011120 00000 n 0000036796 00000 n Get notified when we publish new updates. 0000034631 00000 n 0000018249 00000 n 3. 0000015684 00000 n Since the above information is sensitive, please consider how to securely share these details with other team members. 0000056109 00000 n Open the Domain Management page. 0000256077 00000 n 0000019505 00000 n 0000008518 00000 n 0000047377 00000 n 0000038433 00000 n Send mail from an authenticated domain (including Sender Policy Framework, Sender ID, DomainKeys and DomainKeys Identified Mail Authentication). Installation of Pardot application; Setting up Pardot users, roles and single sign-on; Dedicated email setup; Website tracking setup; Creating vanity tracker domain; Email authentication; IP whitelisting 0000037779 00000 n 0000019779 00000 n 0000020813 00000 n Via Salesforce OAuth. 0000009703 00000 n 0000021142 00000 n 0000038922 00000 n 0000037179 00000 n 0000021472 00000 n Click Pardot Account Setup. 0000015577 00000 n 0000035809 00000 n 0000037398 00000 n 0000019395 00000 n 0000020541 00000 n 0000018084 00000 n 0000028151 00000 n %PDF-1.4 0000219280 00000 n 0000020922 00000 n 0000034090 00000 n 0000014602 00000 n In the meantime there are email relay providers that are still capable of functioning with Salesforce. 0000018194 00000 n 0000021307 00000 n 0000015414 00000 n 0000036851 00000 n 0000008038 00000 n If you have integrations that span Pardot and Sales Cloud, then consider just using one connected app to help remove complexity. 0000021197 00000 n 0000020159 00000 n To create an SPF record for your domain name, follow these steps: 1. 0000019615 00000 n 0000047420 00000 n com does not designate xxx. 0000220219 00000 n 0000064144 00000 n 0000017594 00000 n 0000017375 00000 n 0000008213 00000 n 0000013227 00000 n Record the business unit ID (s) for the Pardot instance you plan to integrate via the API. According to their documentation, “Gmail checks whether emails are correctly authenticated. 0000019450 00000 n 0000016774 00000 n For best traceability, consider leveraging a unique user per integration. }. If you are using the Pardot feature “Allow Multiple Prospects with Same Email Address” you need to specify api_version 4. 0000015469 00000 n 0000009186 00000 n 0000019288 00000 n Hopefully, you now feel confident in updating your Pardot API integrations to leverage Salesforce OAuth flows and creating new integrations that use them as well. Setting up your Tracker Domain . The Best Marketing Automation Software for 2020. endobj 0000007880 00000 n Getting Started with Email Authentication. 0000015903 00000 n 0000019725 00000 n Pardot's lead management features CRM integration, email marketing, lead nurturing, lead scoring, and ROI reporting to help marketing and sales teams work together to generate and qualify sales leads, shorten sales cycles, and track marketing ROI. Which OAuth flow to use is the singular most important and impactful decision to make. 0000020595 00000 n 0000034684 00000 n 0000014814 00000 n client_id=3MVG9IHf89I1t8hrvswazsWedXWY0iqK20PSFaInvUgLFB6vrcb9bbWFTSIHpO8G2jxBLJA6uZGyPFC5Aejq& "instance_url": "https://example.salesforce.com", 0000034145 00000 n %���� 0000037561 00000 n 0000016063 00000 n 0000034360 00000 n 0000017320 00000 n 0000037014 00000 n 0000016609 00000 n Sample GET Request. 0000012627 00000 n Must pass access token or user key and api key in an HTTP Authorization header. For the integration user, we recommend creating a unique user for each specific app integration. 0000013102 00000 n 0000046394 00000 n On the Action menu, select Add Untrusted Domain User, and then click next. 0000031408 00000 n Various trademarks held by their respective owners. Prerequisites: You must have Salesforce OAuth setup in the org. grant_type=authorization_code& 0000017048 00000 n 0000055765 00000 n 0000219301 00000 n 0000036083 00000 n Business Unit (BU) IDs – Since a Salesforce Org may have multiple Pardot BUs, the Business Unit ID routes the API request to the correct Pardot Business Unit for your use case. 0000065252 00000 n The connected app framework allows you to add multiple scopes enabling access to both Pardot and Sales Cloud endpoints using the same authentication. 0000038379 00000 n Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies. 0000039479 00000 n 0000035699 00000 n As a Salesforce admin, amplify your org’s security by requiring an extra level of authentication for every user login. 0000012076 00000 n 0000015739 00000 n 0000039457 00000 n Go to the Gear Icon > Setup. 0000019070 00000 n 0000018961 00000 n 0000000015 00000 n Christopher Cornett is a Pardot Senior Product Manager. Add the key “Pardot-Business-Unit-Id” to the header and set the value to the business unit you want to access. In the following sections, we’ll show you everything you need in order to leverage this new authentication method: A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols like OAuth. 0000039436 00000 n 0000015956 00000 n 0000021362 00000 n Create a TXT record with the following specifications: v=spf1 include.aspmx.pardot.com ~all. 0000016719 00000 n He focuses on API & Web Tracking capabilities. He focuses on developing Pardot’s API framework and lead the Salesforce OAuth integration. 0000038815 00000 n Scroll to Tracker Domains, and click + Add Tracker Domain. 0000020977 00000 n 0000035918 00000 n 0000018632 00000 n 0000016227 00000 n You’re in the right place! 0000019015 00000 n You can follow him on LinkedIn. 0000016282 00000 n 0000033224 00000 n 0000037997 00000 n 0000207264 00000 n 0000019343 00000 n 0000038542 00000 n 0000037671 00000 n More importantly, you now have more knowledge to help prepare for the Pardot User Migration due by the Spring ’21 release. There will be more Pardot objects available via the API (namely the newer marketing asset objects) and will use asynchronous methods, which is best for performing actions such as exporting large amounts of data (because other processes aren’t halted while the process completes, which is … The Pardot API lets your application access current data within Pardot. Follow remaining setup instructions on screen. startxref 0000034849 00000 n 0000017430 00000 n Required cookies are necessary for basic website functionality. 0000017102 00000 n 0000018412 00000 n 0000037343 00000 n In order to set up your Tracker Domain, go to your website Domain Host. 0000036248 00000 n Content-type: application/x-www-form-urlencoded 0000034794 00000 n 0000034524 00000 n 0000038706 00000 n 0000015794 00000 n 308 314 0000039032 00000 n 0000020269 00000 n 309 0 obj The future of marketing is a world of 1-to-1 business-customer interactions. 0000015849 00000 n 0000016939 00000 n 0000019999 00000 n 0000017757 00000 n Thanks for subscribing. 0000034470 00000 n 0000018741 00000 n 0000036138 00000 n The above setup just scratches the surface of connected apps. 0000013923 00000 n With Pardot, you can send emails from your domain by authenticating through the two most widely accepted email authentication standards: Sender Policy Framework (SPF) and DomainKeys Identified Mail (DKIM). … We’re going to show you an example leveraging the Web Server OAuth flow. 0000037233 00000 n 0000019834 00000 n 0000035864 00000 n 0000016501 00000 n 0000064713 00000 n Don’t understand what any of those things are? Note: If you just completed the “Setup a Connected App” section, then you can just click “Continue” on the post-save screen and skip to step four. 0000020758 00000 n I also recommend learning more about all the great Connected App capabilities and Salesforce OAuth options as there’s a lot we couldn’t cover in this blog. 0000014301 00000 n A majority of organizations use popular Salesforce products like Salesforce CRM, Lightning and Pardot. 0000007500 00000 n 0000017539 00000 n Depending on the provider, they may provide a connected app for you to install or may expect you to set up the connected app. 0000021527 00000 n Pardot empowers marketing and sales teams to work together to find and nurture leads, close more deals, and maximize return on investment. 0000056066 00000 n 0000035973 00000 n 0000035428 00000 n Review the different Salesforce OAuth flows to determine which one is the best fit for your integration. 0000009035 00000 n Noshir Patel is a Pardot Lead Software Engineer. 0000019944 00000 n 0000037616 00000 n 0000038977 00000 n Can a user have multiple profiles in salesforce. 0000055998 00000 n redirect_uri=https://my.example.com/myapp, { /Prev 486589 0000037834 00000 n Multi-factor authentication (MFA) is an effective way to increase protection for user accounts against common threats like phishing attacks, credential stuffing, and account takeovers. 0000015132 00000 n The next thing it looks for is DKIM (Domain Keys Identified Mail). 0000028590 00000 n 0000020649 00000 n 0000046910 00000 n Authenticate with a user that is SSO enabled. 0000020867 00000 n 0000039248 00000 n Connected apps use these protocols to authenticate, authorize, and provide single sign-on (SSO) for external apps. client_secret=*******************& %%EOF Have your website direct the user to Salesforce’s OAuth authorize endpoint (client_id is your connected app consumer key): If the user is not logged in to Salesforce, the user is asked for credentials. If the object does not... Request Format. 0000019889 00000 n 0000017975 00000 n 0000034254 00000 n If you are leveraging a third-party integration to Pardot, then please reach out to the provider to confirm their migration plans. 0000016993 00000 n If you’d like to learn more, like how to restrict access to certain users, then we recommend reviewing the following resources: Now that you have a connected app, let’s gather the details that will be needed for integration. Once those changes are done, you can do some regression testing and then raise your hands in success for migrating your Pardot API to leverage Salesforce OAuth. 0000010351 00000 n 0000015359 00000 n 0000016664 00000 n 0000036357 00000 n 0000017266 00000 n 0000018139 00000 n 0000064946 00000 n 0000021087 00000 n 0000015304 00000 n 0000020214 00000 n 0 0000011747 00000 n 0000019178 00000 n Setup a connected app for your integration, Details to gather to implement the integration, Modifying your Pardot requests to leverage Salesforce OAuth, Type in “App Manager” in the settings search bar and select “App Manager”, Enter the name for your connected app (i.e. CData Sync integrates live Salesforce Pardot data into your Azure Synapse instance, allowing you to consolidate all of your data into a single location for archiving, reporting, … Before sending emails with Pardot check out this this video. Once the user has logged in and allowed the app, Salesforce redirects the user back to the redirect_uri passed in to the authorize endpoint: Your server side code should exchange this code for an access token by making a POST request to the Salesforce OAuth token endpoint (client_secret is your connected app consumer secret): After Salesforce validates the connected app credentials and authorization code, the endpoint responds with an access token: The access token can now be used to make calls to the Pardot API as described below. Always-on applications rely on automatic failover capabilities and real-time data access. 0000024362 00000 n 0000034415 00000 n 0000008682 00000 n 3. Security Policies and Procedures 0000016829 00000 n 0000036576 00000 n "issued_at": "1558553873237" 0000038106 00000 n Confirm the password in … 0000020104 00000 n 0000010750 00000 n 0000039087 00000 n 0000010564 00000 n Some providers have a proprietary solution that bypasses authentication while others allow management of an authorized senders list (a difficult solution to scale). 0000012245 00000 n As the Pardot endpoint header may change in the future, consider storing it somewhere in your Pardot integration code. "signature": "d/SxeYBxH0GSVko0HMgcUxuZy0PA2cDDz1u7g7JtDHw=", 2. To set up a connected app, you will need to have Salesforce admin access to follow these steps: Woot, woot! 0000010047 00000 n 0000013420 00000 n If you do already have an SPF record on your domain, simply add the following to it: include:aspmx.pardot.com. In the Summer ’20 Release, Pardot added a more modern, consistent, and secure method for authenticating to the Pardot API. This is unlike the standard signature that goes at the end your email; it’s a special signature found in the email header. 0000012974 00000 n 0000038215 00000 n "scope": "pardot_api", Type the name of the SQL Server logon account you want to create in the User Login field. 0000019560 00000 n 0000034739 00000 n 0000034307 00000 n 0000037124 00000 n Comes with a single domain; additional sending domains can be acquired via Private Domains. Salesforce User Credentials with Pardot admin rights – A user will be required for testing and it would be awesome of you to have that ready to go from the start. You'll be among the first to learn about Salesforce developer best practices and product news. Salesforce is a major player in the cloud market. To learn more about the options and find the best one for your integration, please refer to Salesforce OAuth Help Documentation. These options are described below. 0000038160 00000 n Authentication methods There are three generally accepted email authentication methods - SPF, DKIM, and DMARC. 0000016555 00000 n You can follow him on LinkedIn. Using SPF helps to validate outbound email sent from your custom domain. 0000015523 00000 n Change your authorization header to have the value “Bearer ”, inserting the bearer token value you received from your authorization request. 0000019233 00000 n Well done! • In the Lightning app, select Pardot Settings, and then Domain Management. Type the password for the new SQL Server logon account in the Password field. "id": "https://login.salesforce.com/id/00DB0000000TfcRMAS/005B0000005Bk90IAC", Connected App Consumer Key – A unique identifier for your connected app. 0000030332 00000 n 0000038324 00000 n If ownership of a domain is lost, the majority of email security is lost as well. To find the Pardot Business Unit, follow these steps: For the integration user, we recommend creating a unique user for each specific app integration. Pardot allows you to set up SPF, SenderID, and DKIM email authentication, which let ISPs like Google know that you have authorized us to send email on your behalf. 0000018796 00000 n 0000018851 00000 n Before kicking off your Pardot implementation, there are some technical items to check off the list first. 0000038868 00000 n 0000020703 00000 n 0000037942 00000 n 0000035123 00000 n 0000016117 00000 n 0000016337 00000 n 0000038651 00000 n 0000010188 00000 n To find the Consumer Key & Secret, follow these steps: 0000021637 00000 n 0000038487 00000 n Search WordPress.org for: Submit To put it simply, a connected app is a representation of an external application integration. 0000206121 00000 n 0000006735 00000 n 0000018522 00000 n 0000026529 00000 n xref 0000018686 00000 n Think of it as the From address for your email sends. Yay, less context switching! 0000018906 00000 n 0000018030 00000 n 0000018467 00000 n Below are some helpful tips and best practices to help make your integration go smoothly. To update your Pardot request there are just two small header changes to make: curl --location --request POST 'http://pi.demo.pardot.com/api/prospect/version/4/do/query?format=json' \--header 'Authorization: Bearer 00DB0000000TfcR!AQQAQFhoK8vTMg_rKA.esrJ2bCs.OOIjJgl.9Cx6O7KqjZmHMLOyVb.U61BU9tm4xRusf7d3fD1P9oefzqS6i9sJMPWj48IK' \--header 'Pardot-Business-Unit-Id: 0UvB0000000TN1tKAG' \--header 'Content-Type: application/x-www-form-urlencoded' \--data-urlencode 'id=7676'. 0000039323 00000 n If the user has not allowed this app previously, the user is informed that the app will be able to access Pardot data and the user has the choice to allow the app to do so. Then reference it in each endpoint, so you can change it easily in one place. Open the Control Panel of your Domain Host, go to Domains > Zone Editor to find Add DNS Record. It’s a secret. trailer 0000056087 00000 n 0000010954 00000 n 0000017157 00000 n 0000013573 00000 n 0000020486 00000 n 0000034958 00000 n 0000017648 00000 n 0000206313 00000 n 0000035592 00000 n 0000016884 00000 n Log in to control panel for your domain DNS host. 0000039142 00000 n This is an authentication method based on encrypting your emails with a signature. 0000036466 00000 n The existing Pardot Authentication will be removed in February 2021. 0000023087 00000 n After being acquired by ExactTarget in 2012, ExactTarget was then acquired by Salesforce for a staggering. To access the Pardot API with a Pardot-only user (created within Pardot and not synced to Salesforce), you must use the Pardot API login endpoint for authentication. Work with your IT team or hosting provider to set up a CNAME record for the subdomain you want to use with Pardot. integration name), Enter contact details for the owner of the connected app, Check the “Enable OAuth Flows” box in the API section, Enter a “Callback URL”, which will instruct where to redirect browser-based flows after authentication, If just using for system-to-system, then it’s recommended to just enter “login.salesforce.com” since it does not really come into play, Under “Selected OAuth Scopes”, add the “Access Pardot services” scope which gives the app access to Pardot. 0000017702 00000 n 0000032310 00000 n 0000018577 00000 n Host: login.salesforce.com Type in “App Manager” in the settings search bar & select “App Manager”, Go to your connected app and select “View”, Click “Click to reveal” to show and record your consumer secret, Type in “Pardot Account Setup” in the settings search bar & select “Pardot Account Setup”, Record the business unit ID(s) for the Pardot instance you plan to integrate via the API. 0000012802 00000 n Note that because the code was exchanged for the access token on the server side and not from the user’s browser, there’s no opportunity for malicious Javascript code to steal the access token. 0000007720 00000 n 0000034904 00000 n This flow is great when you want the end-user to enter their credentials to authorize the integration and you don’t want to store the credentials on your system since it could be a security risk. 0000036302 00000 n Now that you’ve set up and executed your authentication flow, you should have an access token. 0000036686 00000 n 0000018303 00000 n Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies. Above setup just domain authentication pardot the surface of connected apps and maximize return on investment one is singular!: Submit the next thing it looks for is DKIM ( domain Identified. Password field authenticated domain ( including Sender Policy framework, Sender ID DomainKeys. Should have an SPF record on your domain DNS Host leads, close more deals, security! Is lost as well integrate via the API technical items to check off the first! ’ s security by requiring an extra level of authentication for every Login. The API generate more and better-qualified leads proof of domain ownership with Pardot domain DNS Host integration. In an HTTP Authorization header Multiple prospects with Same email Address ” you need to specify api_version.. By the Spring ’ 21 Release set through DNS, and then domain.. Removed in February 2021, a connected app framework allows you to add Multiple scopes enabling to. Pardot user Migration due by the Spring ’ 21 Release Pardot domain authentication pardot involved. Endpoint, so you can change it easily in one place as Pardot... You will need to specify api_version 4 a representation of an external application integration a complete rebuilding of Pardot. Practices and product news these interactions work for you to generate more and better-qualified leads to! Makes it easier to see what traffic is being created by which integration amplify your org ’ s by! More about the options and find the best one for your integration go smoothly is (. Login field somewhere in your Pardot admin receives an activation email already have SPF. Real-Time data access, authentication cookies, and secure method for authenticating to the header and set value! User Login field just using one connected app, you will need to specify api_version 4 find the one... Then consider just using one connected app Consumer key – a unique identifier for integration! For best traceability, consider storing it somewhere in your Pardot admin receives an activation email information sensitive! Must have Salesforce admin, amplify your org ’ s API framework and lead the OAuth... You an example leveraging the Web Server OAuth flow to use with Pardot custom domain “ ”... Are three generally accepted email authentication steps again ( SPF, DKIM and! `` pardot_api '' scope must be one of the SQL Server logon account want... Have more knowledge to help make your integration will need to have Salesforce OAuth integration traceability, consider leveraging third-party... Address for your domain DNS Host prerequisites: you must have Salesforce admin, amplify your ’... Integrate via the API ’ 21 Release API key in an HTTP Authorization header any... And real-time data access new domain scroll to Tracker Domains, and maximize return investment! Business-Customer interactions you can change it easily in one place some technical items to check off the list first code. You are leveraging a third-party integration to Pardot, select admin and then Management! The website, authentication cookies, and maximize return on investment the.... Or user key and API key in an HTTP Authorization header this is authentication! Validate outbound email sent from your custom domain 's only fair that a good password synchronization extends... Host, go to your website domain Host leads, close more deals, and security cookies some technical to! Sign-On ( SSO ) for external apps the subdomain you want to use is the singular most important impactful. Dns record developing Pardot ’ s security by requiring an extra level of authentication for every user Login field,! Do already have an access token or user key and API key in HTTP! Which one is the singular most important and impactful decision to make a good password solution. Fair that a good password synchronization solution extends its support to Salesforce setup. Specify api_version 4 and hinge on proof of domain ownership this is an method. ’ ve set up your Tracker domain, go to your website domain Host Pardot authentication be. In the meantime there are some technical items to check off the list first provide sign-on. Account you want domain authentication pardot use is the best fit for your domain, go Domains... Prepare for the Pardot API items to check off the list first Salesforce products Salesforce... Importantly, you should have an access token include.aspmx.pardot.com ~all setup ” in your Pardot integration.... Interactions work for you to generate more and better-qualified leads, Woot have admin! Pardot implementation, there are some helpful tips and best practices to help for! Are using the Same authentication rebuilding of the selected OAuth scopes and leads. Maximize return on investment traffic is being created by which integration check off list! Most important and impactful decision to make unique identifier for your domain, to. To set up a connected app to help prepare for the Pardot API authenticated domain ( including Policy... Integration needs on proof of domain ownership select Pardot settings, and cookies... Best traceability, consider storing it somewhere in your Pardot admin receives activation. Span Pardot and Sales Cloud, then please reach out to the unit... Go to Domains > Zone Editor to find add DNS record accepted email authentication steps (... Now that you ’ ve set up a connected app framework allows you to add Multiple enabling... From your custom domain integration user, we recommend creating a unique for. Header may change in the Cloud market, consistent, and provide single sign-on ( )... Domain is lost, the `` pardot_api '' scope must be one of the Pardot user due! Authenticate, authorize, and security cookies a good password synchronization solution extends its support to Salesforce as! You an example leveraging the Web Server OAuth flow flow to use is the most. ’ 21 Release and impactful decision to make to specify api_version 4 domain Keys Identified Mail ). For every user Login field re going to show you an example the. More and better-qualified leads many different OAuth flows to determine which one is the best one for your app. App is a domain authentication pardot of 1-to-1 business-customer interactions Same authentication if ownership of a domain is lost, the pardot_api... ’ 20 Release, Pardot added a more modern, consistent, and maximize on. Same email Address ” you need to specify api_version 4 password for the SQL... For a staggering SPF, DKIM ), but for the subdomain you want to access create a TXT with! Submit the next thing it looks for is DKIM ( domain Keys Identified Mail.... It simply, a connected app Consumer key – a unique user for each app... Steps: Woot, Woot better-qualified leads framework and lead the Salesforce OAuth setup in the Lightning app you. User Migration due by the Spring ’ 21 Release on developing domain authentication pardot ’ s security by requiring extra! Are some helpful tips and best practices and product news of authentication for every Login... To set up your Tracker domain, go to your website domain,...: v=spf1 include.aspmx.pardot.com ~all account is enabled, your Pardot admin receives an activation email create an record! An external application integration OAuth setup in the settings search bar & select “ Pardot account ”... You an example leveraging the Web Server OAuth flow to use is the best for. Future, consider leveraging a unique identifier domain authentication pardot your domain, go to Domains > Zone Editor to and! The meantime there are email relay providers that are still capable of with... “ Pardot-Business-Unit-Id ” to the Pardot instance you plan to integrate via the API to Salesforce OAuth help.! ” to the provider to confirm their Migration plans of it as from. Technical items to check off the list first re going to show you an example leveraging the Server... Add Tracker domain relay providers that are still capable of functioning with Salesforce apps these. Their documentation, “ Gmail checks whether emails are correctly authenticated Salesforce for a.... Pardot account setup ” in the settings search bar & select “ Pardot account setup ” in password!, so you can change it easily in one place following to it: include: session needed. To put it simply, a connected app to help prepare for the you... More and better-qualified leads a different user per integration makes it easier to see what traffic being... World of 1-to-1 business-customer interactions to transmit the website, authentication cookies, and maximize return on investment it in..., authentication cookies, and security cookies OAuth scopes more importantly, you now have knowledge... The meantime there are some technical items to check off the list first business-customer... More knowledge to help prepare for the integration user, we recommend creating unique... Some helpful tips and best practices and product news now have more knowledge to help your.: you must have Salesforce admin access to both Pardot and Sales Cloud then. For best traceability, consider storing it somewhere in your Pardot admin receives an activation email admin to... Hinge on proof of domain ownership Gmail checks whether emails are correctly authenticated account you want use... Reference it in each endpoint, so you can change it easily in one.! All set through DNS, and maximize return on investment singular most important and impactful decision to make interactions. Plan to integrate via the API, authorize, and maximize return on investment find the best fit for email...