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 Verbinding maken met SaaS-applicaties.

• Gegevensgateway - Gegevensverplaatsing must be installed to land or replicate data from SaaS applications. For more information, see Qlik Gegevensgateway - Gegevensverplaatsing.

Supported update methods

• Change data capture (CDC)

  Landing or replication starts with a full load. The data is then kept up-to-date using incremental loading based on date fields.

• Reload and compare

  This extracts the entire data set from the source and reloads it to your target. You can schedule periodic reloads to keep the data up-to-date.

For more information, see Verwerken wijzigen.

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

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.

   TipYou 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.