Salesforce Pardot 

Salesforce Pardot is a marketing automation platform. You can use Salesforce Pardot as a data source when landing or replicating data.

• For more information about connecting to SaaS applications, see SaaS 응용 프로그램에 연결.

• For more information about Lite connectors, see SaaS 응용 프로그램 커넥터에 대한 분류.

• Depending on your use case, you might need to install 데이터 이동 게이트웨이 to move data from SaaS applications. For more information, see 데이터 이동 게이트웨이는 언제 필요합니까?.

Supported update methods

For more information, see 대상 업데이트 방법 개요.

Landing tasks:

• Change data capture (CDC)

• Reload and compare

Replication tasks:

• Change data capture (CDC) using Change Tables

• Full load

Landing data in a data lake tasks:

• Change data capture (CDC)

• Reload

Preparing for authentication

To access your Salesforce Pardot data, you need to authenticate the connection with your account credentials.

Make sure your Pardot user is synced with a Salesforce user

• Open Pardot Settings and go to Users.

If your user has a CRM username they are synced. To sync a user go to Salesforce connector settings in Pardot and enable v2 user sync in the User Sync section.

Set up a connected app

You need to be a Salesforce administrator to set up a connected app.

1. From Salesforce Setup, in Quick Find, open App Manager, and then select App Manager.

2. Click New Connected App.

3. Name the connected app, and enter contact details for the app owner.

4. In the API section, select Enable OAuth Settings.

5. Enter https://connector.qlik.com/auth/oauth/v3.htm as your Callback URL.

6. Under Selected OAuth Scopes, add “Access Pardot services” and “Perform requests on your behalf at any time.

7. Save the connected app.

Creating the connection

For more information, see SaaS 응용 프로그램에 연결.

1. Click Authenticate when you have filled in the required connection settings.

   You may be asked to log in to the source application.

   A window is displayed with an authentication code.

2. Copy the code to the clipboard and return to the connection dialog.

3. Paste the code in Complete authentication with the code provided by the source and click Verify.

   팁 메모You may need to scroll down to see this field.

   When status is Verified,the authentication is verified.

4. Provide a name for the connection in Connection name.

5. Select Open connection metadata to define metadata for the connection when it has been created.