Sercante: Flow Actions for Pardot - Configuration Guide

Install Guide - Configuration Guide - Examples - Admin Actions - Data Actions

Granting app access to Pardot

Watch the video above for a quick overview of what needs to be created, then use the details below for building your own.

Create Self Signed Certificate

1. From Salesforce Setup, search for "Certificate" in the Quick Find bar, click on "Certificate and key Management"
2. Click Create Self-Signed Certificate
3. Provide a Label and Unique name. Recommended: Include the Year as part of the Name
4. Leave the other defaults as is, click Save
5. Click Download Certificate and save it somewhere you can quickly get access to it in a later step.

Salesforce Self-Signed Certificates have a 1 year life-span. You will need to create a new one every year, so please create a task/reminder to take care of this next year.

Create a Connected App

1. From Salesforce Setup, search "App Manager" in the Quick Find bar, click the result
2. Click Create New Connected App
3. Fill out some Basic Information
1. Connected App Name: Flow Actions for Pardot
2. API Name: just let it auto complete
3. Contact Email: use your email address
4. Description: Grants Flow Actions for Pardot API access
4. Check the Enable OAuth Settings, fill out more OAuth details:
1. Enable for Device Flow: leave unchecked!
2. Callback URL: https://login.salesforce.com/services/oauth2/callback (replace login.salesforce with test.salesforce for a Sandbox)
3. Use digital signatures: check
4. Choose File: pick the Certificate you downloaded as part of the previous section. This will need to be replaced each year.
5. Selected OAuth Scopes: pardot_api and offline_access
5. Click Save
6. Copy the Consumer Key and paste it somewhere easy to access for later use (this is a bit different from when the video was recorded)
1. Click the Manage Consumer Details button (you might be asked to login again).
2. (currently) you will land in a Salesforce Classic Screen. Clicking the Copy button under Consumer Key
   
3. Close the browser tab (bringing you back to the LIghtning page you were on)
7. Click Manage
8. Click Edit Policies
9. Change "Permitted Users" from "All users may self-authorize" to "Admin approved users are pre-authorized"
10. Click Save, which brings us back to the "Manage Connected App" screen
11. Pre-approve the user(s) you want to use by either adding their Profile, or a Permission set you create specifically for this.
1. One Option: Create Empty Permission Set
1. A Permission Set is used to pre-authorize a User to use the Connected App to connect to the Pardot API.
1. In Salesforce Lightning, Navigate to Setup
2. Navigate to Permission Sets under Administration > Users, click on New
3. Use the following values (or use whatever makes sense for you)
1. Label: Pardot API Access
2. API Name: let it auto populate
3. Description: Grants access to Pardot via API. No permissions specified
4. Click Save
4. Add the new Permission Set to the User created/chosen above
1. When viewing the Permission Set, click Manage Assignments
2. Click Add Assignments, and select the correct User

Create a Named Credential

Note: The video above was recorded prior to Salesforce creating their "new" Named Credentials, so the steps slightly vary below.

1. From Salesforce Setup, search "Named" in the Quick Find bar, click "Named Credentials"
2. Click the arrow next to the New button, and create a New Legacy Named Credential
3. Give it a label and a name. As a suggestion:
1. Label: Flow Actions for Pardot
2. Name (let it auto fill to Flow_Actions_for_Pardot). Copy the value here as you will need it later
3. URL: https://pi.pardot.com (or https://pi.demo.pardot.com if a Sandbox, Pardot Dev/Demo org)
4. Provide Authentication details
1. Identity Type: Named Principal
2. Authentication Protocol: JWT Token Exchange
3. Token Endpoint Url: https://login.salesforce.com/services/oauth2/token (replace login.salesforce with test.salesforce for a Sandbox)
4. Scope: leave blank
5. Issuer: paste the Consumer Key from the Connected App
6. Named Principal Subject: provide the SF Username of the User who will making API requests. Note: this user must be able to do all the things you need to in Pardot, and cannot be the b2bmaintegration user
7. Audience: https://login.salesforce.com (https://test.salesforce.com for a Sandbox)
8. Token Valid for: 10 Minutes
9. JWT Signing Certificate: choose the Self-Signed Certificate we created earlier
5. Click Save

If you have multiple Pardot Business Units AND you want to have each Business Unit use a different User to make API requests, you will need to repeat the Named Credential step for each User.

(optional) Create a Remote Site Setting

If you are going to use the Form Handler actions, you will need a Remote Site Setting in Salesforce for it to allow the URL request to work.

1. From Salesforce Setup, search "Remote" in the Quick Find bar, click "Remote Site Settings"
2. Check to make sure you don't already have an entry with your Pardot Tracker Domain as a "Remote Site URL". If you do, you are done!
3. Click the button to create a "New Remote Site"
1. Remote Site Name: Pardot Tracker Domain (if adding more than 1, be more descriptive)
2. Remote Site URL: Paste the actual Pardot Tracker Domain here. ex: https://go.company.com
1. This needs to match the start of the URL you are using for your form handlers.
3. Add a Description: Used to enable Flow Actions for Pardot to communicate to Form Handlers
4. Active: Checked
5. Click Save

Providing Defaults to Flow Actions for Pardot

Each Flow Action needs to know the Pardot Business Unit Id, as well as the Named Credential (the user) for making API requests. You can provide this info each time, or you can provide a set of default values simplifying each request.

Note: you can always override these defaults at the Flow Action level!

1. From Salesforce Setup, search "Named" in the Quick Find bar, click "Named Credentials"
2. Find your Named credential and click on its Label
3. Copy the "Name" (not the Label) of the Named Credential and paste it somewhere easy to access
4. From Salesforce Setup, search "Pardot" in the Quick Find bar, click "Pardot Account Setup" and copy your Pardot Business Unit ID. If you have more than 1, pick the Business Unit you plan to use the most with the app.

Now that we have the information collected, let's save these default values

1. From Salesforce Setup, search "Custom Metadata" in the Quick Find bar, click "Custom Metadata Types"
2. Click "Manage Records" for Flow Actions for Pardot Default
3. Click Edit for the Default Values
4. Provide the defaults:
1. Pardot Business Unit Id: (should start with OUv...........)
2. Named Credential: (should not contain spaces)

Now, you are ready to get building! Check out our Example videos to get a feel for how to build your own.