Setting up a Salesforce Pardot Integration
There are a few steps we ask you to take so that Jebbit can securely receive access to perform the integration. You will need administrative access to your account to perform these steps.
1. Create a Connected App and copy details in a .txt file
You will first need to create a Connected App in Salesforce.
Next, you will need to Enable OAuth Settings for API Integration. You will be prompted to select OAuth scopes to apply to your connected app, please select the following scopes: pardot_api
Additionally:
Please include the OAuth Scope Perform requests on your behalf at any time (refresh_token, offline_access)
Under “Refresh Token Policy” please set this to “Refresh token should expire only when revoked”
Make sure you have IP Relaxation set to “Relax IP Restrictions”
Under the API settings, copy and paste the Consumer Key and Consumer Secret in a new .txt file.
Please also provide your Pardot Business Unit ID in this file.
2. Create an API user for Jebbit
Create a user in Salesforce with the email integrations@jebbit.com and username jebbit@{yourdomain}.com.
Go to Setup > Manage Users > Profiles.
Open the profile of the new user. Click Edit.
Scroll down to Administrative Permissions and check the “API Enabled” box.
Assign the necessary permissions to this user profile for creating/updating Prospects.
The purpose of this step is to allow Jebbit to generate the initial refresh token to generate the access token for each API request.
3. Provide data mappings from Jebbit to Salesforce
Aside from the email, determine the specific Jebbit attributes you would like to move to your Pardot Prospect Object and provide Jebbit with those field names.
Clarify whether you will be collecting EU data, Non-EU data, or both.
Please copy the information from steps 1-2 into your .txt file created in Step I.
Please include your name and company name in the name of your .txt file like this example:
File Name:
Jane Doe - Company A.txt
Content:
Consumer Key: XXXXXXXX
Consumer Secret: XXXXXXXX
Pardot Business Unit ID: XXXXXXXXXXXXX
Non-EU Data
Data Mappings:
Jebbit Attribute: Email, Salesforce Prospect Field: email
Jebbit Attribute : First Name, Salesforce Prospect Field: FirstName
Jebbit Attribute : Last Name, Salesforce Prospect Field: LastName
4. Submit your .txt file via Dropbox File Request
For security reasons, we ask that you transfer the information from your .txt file via Dropbox File request. Please submit your file using this URL.
Our Jebbit Integrations Team will be notified once this information is submitted, and will be in contact with you regarding timelines and testing.