In this guide you will learn how to set up and configure the connection between Qualified and Salesforce Pardot for instances when you have Pardot Lightning set up with Salesforce Single-Sign-On (SSO)
To date, most people who access Pardot use the Pardot classic interface. However, increasingly companies are using the NEW Pardot Lightning interface which is inside of Salesforce. And for many of these companies, they now sign into Pardot Lightning using Salesforce Single-Sign-On (SSO). If your company uses the Pardot Lightning interface inside of Salesforce and/or you login to Pardot with Salesforce SSO, you're in the right place and please continue reading this guide. If you use the Pardot classic interface and sign-in to Pardot directly at pardot.com, please follow these instructions instead.
Great, now that we've confirmed that you log into Pardot using Salesforce Single-Sign-On (SSO), let's explain a bit about how to connect Qualified to your account. Because the Pardot API does not allow 3rd party apps (even Qualified!) to access accounts that are tied to Salesforce SSO, we're going to ask you to perform one additional, and crucial, step in the configuration. Let's get started...
In order for Qualified to connect to Pardot, you'll need to create a new Administrator User for the connection that is not configured for Salesforce Single-Sign-on (SSO). To do that, navigate to Pardot Settings > User Management > Users and create a new Admin User that DOES NOT have a CRM connected user account. Follow the steps materially shown in the image below:
The architecture of Qualified for Salesforce Pardot is what is known as a "connected app," which means the two applications will communicate with one another using this specific Pardot user account. This account should have Administrator credentials in Pardot and be a Non-SSO (or Non-CRM Synced User). For example, you can create an admin user with the email address "email@example.com" if you want to be very explicit about how the connection is managed, or you can simply create a new Admin user using your email address, as shown above. Once you create your Non-SSO Admin user, you'll ned to check your email and activate the User account and create a password for this User in Pardot, as shown below.
Remember the password you created for this user, as you will use it in the steps below.
A Pardot API User Key is a unique identifier that is associated with the Pardot user account being used by the integration. You can find your Pardot user key by navigating to Pardot > Admin > User Management > Users and then by clicking on the specific user that you wish to use for the connected account. In the example below, you'll see the API User Key listed in the User record in Pardot:
The final step in connecting Qualified to Salesforce Pardot is to connect the two systems. Navigate to Qualified > Admin Settings > Pardot > Connection, where you'll see the "Connect to Pardot" button, as shown here:
By clicking on the connect to Pardot button, a screen will appear where you enter the credentials of the Non-SSO Admin user you created above, along with the API key, as shown here:
When Qualified is connected to Pardot, you'll see the following:
There you go! Qualified and Pardot are now connected, and it's time to move on to configure the integration.
OAuth is an internet standard for how credentials are handled and managed by 3rd party connected apps. Unfortunately, Pardot does not currently support OAuth. As a result, if you change the Pardot email address, or you change the Pardot password for this user, or if you or another Pardot administrator were to deactivate this user, the integration will stop working until you update your credentials again in Qualified > Admin Settings > Pardot. If we detect this has happened, we will send an email to the Qualified system administrator.
In this guide you have learned how to set up and configure the connection between Qualified and Salesforce Pardot in the case when you have pafrdot Lightning, or sign into Pardot with Salesforce SSO. We've covered:
As a next step, you might find the following educational resource guides useful: