Get Started: Integrate Salesforce Pardot

In this article, we step through connecting Pardot and Metadata.

STEP 1 - Get Pardot Business ID

Salesforce Administrators have access to Pardot Business Id. You can get Pardot Business Id by following these steps:

• Login to Salesforce.

• Enter “Pardot Account Setup” in setup in the Quick Find Box.

• Your Pardot Business Unit ID begins with "0Uv" and is 18 characters long.

• If you cannot access the Pardot Account Setup information, ask your Salesforce Administrator to provide you with the Pardot Business Unit ID.

Step 2 - Connect Pardot and Salesforce

1. Log in to Pardot using “Salesforce Login”

   • Enter your Salesforce username and password
     
     
     
      

2. Verify your Pardot account to create linkage to your Salesforce account

   • Enter your existing Pardot username and password.

STEP 3 - Connect Pardot and Metadata
 

1. Navigate to Integration page.

2. Click Connect in the Marketing Automation box
   
   
    
3. Select Salesforce Pardot
4. Click Next
   
   

5. Click Authenticate
   
   
   
    

6. You will be redirected to Salesforce login page where you will login using your CRM username and Password.
   
   
   
    

7. Enter your Pardot Business Id

8. Choose your API version

9. Click Submit
   
   

STEP 4 - Field mappings
 

Read: FAQ: Marketing Automation Field Mappings

STEP 5 - Configure parameters
 

Read: All about: Marketing automation parameters

STEP 6 - Submit test lead
 

Read: How to: Submit test leads

Pardot Campaign

When Leads are pushed to Pardot we will automatically associate with the oldest campaign in your Pardot. At this time it is currently not possible to configure this, but you can use an automation rule to update when a specific utm_campaign is set and have that update the Pardot Campaign.

https://help.salesforce.com/s/articleView?id=sf.pardot_campaigns_prospects_associate.htm&type=5