Pardot

This Integration requires Fides Cloud or Fides Enterprise. For more information, talk to our solutions team.

Pardot (opens in a new tab) is Salesforce's B2B marketing automation platform that helps businesses generate more leads, create more opportunities, and grow revenue.

Prerequisites

To integrate with Pardot, we require our customers to use a Connected App through Salesforce. This ensures exclusive data control, enhances security by reducing unauthorized access risks, and allows customization of scopes and permissions to suit your business needs and policies.

To configure a Connected App, please follow this Salesforce guide (opens in a new tab) and complete the following steps, at minimum:

Configure Basic Connected App Settings
Uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
Enable OAuth Settings for API Integration and assign the following scopes
- Manage user data via APIs (api)
- Perform requests at any time (refresh_token, offline_access)
Enter the callback URL using your Fides Redirect URL (typically https://fides-host.com/api/v1/oauth/callback)

Once you have this configured, you'll need to collect the following information:

Name	Description
Domain*	Your Salesforce URL. To find this, please follow the Salesforce guide for viewing instance information (opens in a new tab).
Consumer Key*	Your OAuth client ID. Follow Salesforce's docs to retrieve your OAuth credentials (opens in a new tab)
Consumer Secret*	Your OAuth client secret. Follow Salesforce's docs to retrieve your OAuth credentials (opens in a new tab)
Redirect URL*	The Fides URL to which users will be redirected upon successful authentication (ex. `https://fides-host.com/api/v1/oauth/callback`)
Token Refresh URL*	The Salesforce URL for refresh tokens. This should not be changed unless using a Sandbox account, when it should be set to `test.salesforce.com`
Business Unit ID*	The Pardot Business Unit ID. You can find this in your Pardot account settings under Account Information.

Your Salesforce access token will need the following scopes: Manage Pardot services and Issue Refresh Token.

Your Salesforce user associated to Pardot will need the following Permissions: Prospect > Visitors > View ability, Admin > User > View, Prospect > Prospects > View.

Integrating with Pardot

To integrate an existing system with Pardot:

Navigate to Data map → View Systems and choose the system that you want to connect.
Click on the Integrations tab.
Pick the vendor or system type that you want to integrate with from the Connection type drop-down menu.
Complete the required fields for the integration and click Save.

To authorize the integration so that it can connect to Pardot:

Click on Authorize integration to be redirected to the Salesforce authorization screen
Enter your Salesforce credentials and click Log in. You will automatically be redirected back to the Fides UI using the Redirect URL that was provided in the form in the previous step.

You may now confirm your connection is working using the Test connection button, if desired.

To learn more, please see our guide for Managing Integrations.

Technical detail

Fides utilizes API endpoints to access the API service for a SaaS application. An API service is the programmatic interface through which Fides can query and update data within an application to access, rectify, or delete personal information. Each SaaS tool will have a unique set of endpoints to enable privacy functions.

Pardot endpoints

In the table below, you can find which endpoints are used for each type of privacy function. Clicking on the endpoint will take you to the documentation for that endpoint.

Privacy function	Endpoint	Description
Access Requests	Prospects (opens in a new tab)	Used to search for and fetch prospect information.
Access Requests	Visitors (opens in a new tab)	Used to fetch visitor tracking information.
Access Requests	Users (opens in a new tab)	Used to fetch user account information.

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