Salesforce Pardot

With Salesforce Pardot modules in Make, you can manage the records, files, and folders in your Salesforce Pardot account.

To use the Salesforce Pardot modules, you must have a Salesforce Pardot (also known as Marketing Cloud Account Engagement) paid account. For subscription information, refer to the Salesforce Pardot Pricing page.

Refer to the Salesforce Pardot API documentation for a list of available endpoints.

Connect Salesforce Pardot to Make

To establish the connection, you must:

Obtain your Business Unit ID in Salesforce Pardot.
Establish the connection in Make.

Obtain your Pardot Business Unit ID in Salesforce Pardot

To obtain your Pardot Business Unit ID from your Salesforce Pardot account:

Log in to your Salesforce Pardot account.
In the upper right corner, click the Setup icon.
Click Marketing Setup.
Click Business Unit Setup and then click + Add New Business Unit.
In the Business Unit Name field, enter Make.
In the Setup Admin field, select the user who will administrate this Business Unit.
Click Save.
Copy the Business Unit ID value shown and store it in a safe place.

You will use this value in the Pardot Business Unit ID field in Make.

Note: You can use the Business Unit ID only when the Business Unit has the Enabled status.

Establish the connection with Salesforce Pardot in Make

To establish the connection in Make:

Log in to your Make account, add a Salesforce Pardot module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Pardot Business Unit ID field, enter the Pardot Business Unit ID copied above.
In the Account Type field, select the account type that you want to connect Make to.
Optional: Switch on the Show advanced settings toggle and enter your custom app client credentials. For more information, refer to Salesforce app documentation,
Note: when creating a custom app, use the following data:
- Callback URL: https://www.make.com/oauth/cb/salesforce-pardot
- Selected OAuth Scopes:
  - Manage Pardot services (pardot_api)
  - Perform requests at any time (refresh_token, offline_access)
Click Save.
If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Salesforce Pardot modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Salesforce Pardot Scenarios

After connecting the app, you can perform the following actions:

Records

With the help of these modules, you can manage records in your Salesforce Pardot account.

Watch Records

Triggers when a record is created or updated in an object.

Connection	Establish a connection to your Salesforce Pardot account.
Record Type	Select the record type to watch.
Watch Records By	Select the type of field that records should be watched by.
Output Fields	Select fields that the system will show in the module output.
Limit	Enter the maximum number of results to be worked with during one execution cycle.

Search Records

Searches records by selected criteria

Connection	Establish a connection to your Salesforce Pardot account.
Record Type	Select the record type to seach.
Filter	Create filters to narrow down the search records returned.
Sort By	Map or select the direction and fields that records should be sorted by.
Output Fields	Select fields that the system will show in the module output.
Limit	Enter the maximum number of results to be worked with during one execution cycle.

Create a Record

Creates a new record.

Connection	Establish a connection to your Salesforce Pardot account.
Record Type	Select the record type to create.
Record Details	Enter or map the information of the record you want to create into the fields that appear. The fields are dependent upon the selected Record Type.
Output Fields	Select fields that the system will show in the module output.

Get a Record

Retrieves details of a record by its ID.

Connection	Establish a connection to your Salesforce Pardot account.
Record Type	Select the record type to get.
Record ID	Enter the ID of the record you want to get.
Output Fields	Select fields that the system will show in the module output.

Update a Record

Updates an existing record by its ID.

Connection	Establish a connection to your Salesforce Pardot account.
Record Type	Select the record type to update.
Record ID	Enter the ID of the record you want to update.
Record Details	Enter or map the information of the record you want to update into the fields that appear. The fields are dependent upon the selected Record Type.
Output Fields	Select fields that the system will show in the module output.

Delete a Record

Deletes a record by its ID.

Connection	Establish a connection to your Salesforce Pardot account.
Record Type	Select the record type to delete.
Record ID	Enter the ID of the record you want to delete.

Files and folders

With the help of these modules, you can manage files and folders in your Salesforce Pardot account.

Search Files

Searches files by selected criteria.

Connection	Establish a connection to your Salesforce Pardot account.
Filter	Create filters to narrow down the search files returned.
Sort By	Map or select the direction that files should be sorted by.
Output Fields	Select fields that the system will show in the module output.
Limit	Enter the maximum number of results to be worked with during one execution cycle.

Search Folders

Searches folders by selected criteria.

Connection	Establish a connection to your Salesforce Pardot account.
Filter	Create filters to narrow down the search folders returned.
Sort By	Map or select the direction that folders should be sorted by.
Output Fields	Select fields that the system will show in the module output.
Limit	Enter the maximum number of results to be worked with during one execution cycle.

Search Folder Content

Searches folder contents by selected criteria.

Connection	Establish a connection to your Salesforce Pardot account.
Filter	Create filters to narrow down the search folder contents returned.
Sort By	Map or select the direction and fields that folder contents should be sorted by.
Output Fields	Select fields that the system will show in the module output.
Limit	Enter the maximum number of results to be worked with during one execution cycle.

Upload a File

Uploads a file

Connection	Establish a connection to your Salesforce Pardot account.
File Name	Enter the name of the file to be uploaded, including the file extension. For example, `invoice.xml`.
Data	Enter the file data to be uploaded.
Name	Enter the name of the file for identification in your Salesforce Pardot account. If the field is empty, the system uses the File Name.
Folder ID	Select the Folder ID to which you want to upload.
Campaign ID	Select the Campaign ID that the file will be associated with.
Vanity URL Path	Enter the Vanity URL path without a protocol and host. For example, `/my-link`.
Tracking Domain ID	Enter the ID of the TrackerDomain to use in the URL for this file. For example, `go.example.com`.
Output Fields	Select fields that the system will show in the module output.

Get a File

Retrieves details of a file by its ID.

Connection	Establish a connection to your Salesforce Pardot account.
File ID	Enter the ID of the file you want to get.
Output Fields	Select fields that the system will show in the module output.

Get a Folder

Retrieves details of a folder by its ID.

Connection	Establish a connection to your Salesforce Pardot account.
Folder ID	Enter the ID of the folder you want to get.
Output Fields	Select fields that the system will show in the module output.

Get a Folder Content

Retrieves details of a folder content by its ID.

Connection	Establish a connection to your Salesforce Pardot account.
Folder ID	Enter the ID of the folder content you want to get.
Output Fields	Select fields that the system will show in the module output.

Delete a File

Deletes a file by its ID.

Connection	Establish a connection to your Salesforce Pardot account.
File ID	Enter the ID of the file you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Salesforce Pardot account.
URL	Enter a path relative to `https://<domain>/api` as set up in your connection. For example, `/v5/objects/campaigns`. Read more about the base URL. Refer to the Salesforce Pardot API documentation for a list of available endpoints.
Method	Select or map the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PATCH to update an existing entry. DELETE to delete an entry.
Headers	Enter or map the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter or map the request query string. Note: a fields parameter is required. Refer to Salesforce Pardot API documentation to get a list of available fields for each endpoint. For example: `Item 1` `Key: fields` `Value: id,name,cost`
Body	Enter the body content for your API call.

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