Salesforce Pardot
Salesforce Pardot is a marketing automation platform. You can use Salesforce Pardot as a data source when landing or replicating data.
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有关连接 SaaS 应用程序的更多信息,请参阅连接到 SaaS 应用程序。
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必须安装 数据移动网关 才能移动 SaaS 应用程序中的数据。有关更多信息,请参阅Qlik 数据网关 - 数据移动。
支持的更新方法
有关更多信息,请参阅更改处理。
登陆任务:
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更改数据捕获 (CDC)
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重新加载并比较
复制任务:
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使用变更表更改数据捕获 (CDC)
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满负载
在数据湖任务中登陆数据:
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更改数据捕获 (CDC)
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重新加载
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
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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.
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From Salesforce Setup, in Quick Find, open App Manager, and then select App Manager.
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Click New Connected App.
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Name the connected app, and enter contact details for the app owner.
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In the API section, select Enable OAuth Settings.
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Enter https://connector.qlik.com/auth/oauth/v3.htm as your Callback URL.
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Under Selected OAuth Scopes, add “Access Pardot services” and “Perform requests on your behalf at any time.
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Save the connected app.
Creating the connection
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填写完所需的连接设置后,单击身份验证。
您可能会被要求登录源应用程序。
将显示一个带有身份验证代码的窗口。
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将代码复制到剪贴板,然后返回到连接对话框。
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粘贴使用源提供的代码完成身份验证中的代码,然后单击验证。
提示注释您可能需要向下滚动才能查看此字段。当状态为已验证时,身份验证即被验证。
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在连接名称中提供连接的名称。
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选择打开连接元数据以定义创建连接时的元数据。
Setting | Description |
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Data gateway |
选择要在复制数据时使用的 数据移动网关。 |
Base URL |
Base URL Example: https://pi.pardot.com |
Business Unit ID | To find the Business Unit ID in Pardot, go to Marketing Setup. In Quick Find, enter Pardot, and then select Pardot Account Setup. Copy the Business Unit ID for the Pardot instance you want to use. for example, 0Uv3o000000XZBKCA4 |
Client ID |
OAuth Client ID of your application. Go to your connected app and select View, and copy your consumer key. |
Client Secret |
OAuth Client secret of your application. Go to your connected app and select View, reveal, and copy your consumer secret. |
Start Date | Start date for the reporting period you require in the format YYYY-MM-DD. |