Salesforce Pardot Export Integration

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You can use the Salesforce Pardot to send job results (in the form of prospects or list memberships) from Treasure Data directly to Salesforce Pardot to sync up your CRM data.

Pardot offers marketing automation to help marketing and sales teams find and nurture leads, close more deals, and maximize ROI.

Prerequisites

• Basic Knowledge of Treasure Data.
• Basic knowledge of Salesforce Pardot models
• A working Salesforce Pardot account
• Your Business Unit ID.

Supported

We support sending data to Prospect or List Memberships in Salesforce Pardot.

We support parallel prospects upsert. Use this feature whenever you would like to speed up the execution of your jobs by increasing the number of parallel tasks. But please be aware of your account's concurrent call limit.

Requirements and Limitations

Customers need an adequate Salesforce Pardot plan (Pro or Ultimate) to use the connector.

For Prospects, due to the API, Treasure Data only supports a URI length to a certain length, then we add a restriction if a row contains data that is greater than 7500 characters in length (after serialized as JSON) will be considered an invalid record.

For List Membership, opting out of prospects is not supported because it is a one-way action and can not be reverted.

The connector adheres to all Pardot API limits below:

• The daily Pardot API call limit and the concurrent Pardot API call limit apply to Import API calls just as they would any other Pardot API calls.

Column names in your export results must be in a lower letter case and strictly follow the Pardot field names of each data object (case sensitivity).

Obtain the Pardot Business Unit ID

To find the Pardot Business Unit ID, use Setup in Salesforce. 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. https://developer.pardot.com/kb/authentication/.

Authenticating with Pardot requires entering your Business Unit ID.

1. Log into Salesforce using the same account you use to log into Pardot.

2. Navigate to Setup > Pardot > Pardot Account Setup. OR, from Setup, enter "Pardot Account Setup" in the Quick Find box.

3. You may have multiple Pardot business units. Your Pardot Business Unit ID begins with "0Uv" and is 18 characters long.

Define your Custom Connected App

A custom connected app, the correct authorization, and the refresh token are all required to define your Pardot authorization within Treasure Data.

See the Using your Custom Connected App instruction at the end of this HTML page.

Create a New Connection

On TD Console, you must create and configure the data connection before running your query. As part of the data connection, you provide authentication to access the integration following the below steps

1. Open TD Console.
2. Navigate to Integrations Hub > Catalog.
3. Search for and select Salesforce Pardot.
4. Select Create Authentication, and provide the credential information for the integration as described below.
5. Select Continue, enter a name for the Authentication, and select Done.

Authentication Fields

Configure a Query Result for Export

The TD Console supports multiple ways to export data. Please follow the below steps to export data from the Data Workbench

1. Navigate to Data Workbench > Queries
2. Select New Query, and define your query
3. Select Export Results to configure the data exporting
4. Select an existing Pardot authentication, or create a new one following the above section
5. Configure the exporting parameters as described below, and select Done

Configuration Parameters

Column Metadata for Prospects Data Object

Sample query

• Upsert a prospect to a list_xxx

SELECT
  'xxx' as id
FROM
  prospect_table
-- Or
SELECT
  email
FROM
  prospect_table

Column Metadata for List Membership Data Object

Sample query

SELECT
  list_id,
  prospect_id
FROM (VALUES (xxx, yyyy)) AS table1(list_id, prospect_id);

Integration Parameters for Salesforce Pardot

(Optional) Schedule Query Export Jobs

You can use Scheduled Jobs with Result Export to periodically write the output result to a target destination that you specify.

Treasure Data's scheduler feature supports periodic query execution to achieve high availability.

When two specifications provide conflicting schedule specifications, the specification requesting to execute more often is followed while the other schedule specification is ignored.

For example, if the cron schedule is '0 0 1 * 1', then the 'day of month' specification and 'day of week' are discordant because the former specification requires it to run every first day of each month at midnight (00:00), while the latter specification requires it to run every Monday at midnight (00:00). The latter specification is followed.

Scheduling your Job Using TD Console

1. Navigate to Data Workbench > Queries

2. Create a new query or select an existing query.

3. Next to Schedule, select None.

4. In the drop-down, select one of the following schedule options:

   Drop-down Value	Description
   Custom cron...	Review Custom cron... details.
   @daily (midnight)	Run once a day at midnight (00:00 am) in the specified time zone.
   @hourly (:00)	Run every hour at 00 minutes.
   None	No schedule.

Custom cron... Details

 *    *    *    *    *
 -    -    -    -    -
 |    |    |    |    |
 |    |    |    |    +----- day of week (0 - 6) (Sunday=0)
 |    |    |    +---------- month (1 - 12)
 |    |    +--------------- day of month (1 - 31)
 |    +-------------------- hour (0 - 23)
 +------------------------- min (0 - 59)

The following named entries can be used:

• Day of Week: sun, mon, tue, wed, thu, fri, sat.
• Month: jan, feb, mar, apr, may, jun, jul, aug, sep, oct, nov, dec.

A single space is required between each field. The values for each field can be composed of:

1. (Optional) You can delay the start time of a query by enabling the Delay execution.

Execute the Query

Save the query with a name and run, or just run the query. Upon successful completion of the query, the query result is automatically exported to the specified destination.

(Optional) You can delay the start time of a query by enabling the Delay execution.

Activate a Segment in Audience Studio

You can also send segment data to the target platform by creating an activation in the Audience Studio.

1. Navigate to Audience Studio.
2. Select a parent segment.
3. Open the target segment, right-mouse click, and then select Create Activation.
4. In the Details panel, enter an Activation name and configure the activation according to the previous section on Configuration Parameters.
5. Customize the activation output in the Output Mapping panel.

• Attribute Columns
  • Select Export All Columns to export all columns without making any changes.
  • Select + Add Columns to add specific columns for the export. The Output Column Name pre-populates with the same Source column name. You can update the Output Column Name. Continue to select + Add Columnsto add new columns for your activation output.
• String Builder
  • + Add string to create strings for export. Select from the following values:
    • String: Choose any value; use text to create a custom value.
    • Timestamp: The date and time of the export.
    • Segment Id: The segment ID number.
    • Segment Name: The segment name.
    • Audience Id: The parent segment number.

6. Set a Schedule.

• Select the values to define your schedule and optionally include email notifications.

7. Select Create.

Others

• You can use Scheduled Job  with Result Export to periodically upload data to a target destination
• You can involve this integration in a TD workflow as part of a more advanced data pipeline

Using your Custom Connected App

A Connected App is required to integrate into your Pardot account. TD has prepared a Connected App for your convenience, but you could create one for the purpose. If you use a custom domain name for your Salesforce instances or your login URL is not https://login.salesforce.com, then a Custom Connected App is required.

Define Your Connected App

1. Login to your Salesforce Lightning Experience.

2. Select the gear icon.

3. Select Setup.

4. Navigate to Platform Tools > Apps.

5. Select App Manager.

6. Select on New Connected App.

7. Type the required information in Basic information

8. Select Enable OAuth Settings.

• Navigate to Callback URL and type http://localhost:8080
• Navigate to Selected OAuth Scopes, and select Access Pardot services (pardot_api)and Perform requests on your behalf at any time (refresh_token, offline_access).
• Scroll to the end, select Save and select Continue

9. Select Copy to copy the Consumer Key and the Consumer Secret, which will be used for Client ID and Client Secret respectively.

Authorize Your App to Access your Salesforce Pardot Account

1. Open a web browser and type in the following:

https://{YOUR_SALESFORCE_LOGIN_URL}/services/oauth2/authorize?client_id={YOUR_CONSUMER_KEY}&redirect_uri=http://localhost:8080&response_type=code

• YOUR_SALESFORCE_LOGIN_URL: {Your salesforce login url - i.e https://login.salesforce.com}
• YOUR_CONSUMER_KEY: {The consumer key you got in create connected app step}

An example of a full URL: https://login.salesforce.com/services/oauth2/authorize?client_id=xxxxxx&redirect_uri=http://localhost:8080&response_type=code

2. Log in to your account, and select Allow

3. You will be redirected to a non-existing page, let select the URL and copy the text after code= and replace %3D with =

For example, in the URL http://localhost:8080/?code=xxxx%3D%3D, the **xxxx==**is the code to get a refresh token in the next step.

Obtain a Refresh Token

Use CURL in a terminal with the code from the step above to request a refresh token

curl --request POST \
  'https://{your_salesforce_login_url}/services/oauth2/token' \
  --header 'Content-Type: application/x-www-form-urlencoded' \
  --data-urlencode 'grant_type=authorization_code' \
  --data-urlencode 'code=your_code' \
  --data-urlencode 'client_id=client_id' \
  --data-urlencode 'client_secret=client_secret' \
  --data-urlencode 'redirect_uri=http://localhost:8080'

After sending the request you will receive a response like below

{
  "access_token": "xxxxx",
  "refresh_token": "xxxx",
  "signature": "xxxx",
  "scope": "refresh_token pardot_api",
  "instance_url": "xxxx",
  "id": "xxx",
  "token_type": "Bearer",
  "issued_at": "1616662486135"
}

The value in refresh_token is your Refresh Token used in the Authentication screen.