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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如需更多關於連線至 SaaS 應用程式的資訊,請參閱 連線到 SaaS 應用程式。
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必須安裝 資料移動閘道 以從 SaaS 應用程式移動資料。如需詳細資訊,請參閱Qlik 資料閘道 - 資料移動。
支援的更新方法
如需詳細資訊,請參閱變更處理。
登陸任務:
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變更資料擷取 (CDC)
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載入並比較
複寫任務:
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使用變更表格進行變更資料擷取 (CDC)
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完整載入
在資料湖中登陸資料任務:
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變更資料擷取 (CDC)
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載入
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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在您填入所需的連線設定時按一下驗證。
可能會要求您登入來源應用程式。
會顯示一個視窗,其中有驗證代碼。
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將代碼複製到剪貼簿並返回連線對話方塊。
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在使用來源提供的代碼完成驗證中貼上代碼並按一下驗證。
提示備註您可能需要向下捲動以查看此欄位。若狀態是已驗證,代表已進行了驗證。
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在連線名稱中提供連線名稱。
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選取開啟連線中繼資料以在建立後定義連線的中繼資料。
Setting | Description |
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Data gateway |
選取 資料移動閘道 以在複寫資料時使用。 |
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. |