Salesforce Pardot walkthrough

Prerequisites

A Salesforce Pardot connection.

API version and compatibility

• Default version: The connector uses Salesforce Pardot API version 3 (v3) by default.
• Automatic upgrade (v4): The connector detects if your account requires API version 4 (v4) and switches automatically. This typically occurs if your account has AMPSEA (Allow Multiple Prospects with the Same Email Address) enabled.

note

You do not need to manually configure the version; the connector handles this logic based on your Salesforce Pardot account configuration.

Pulling data from Salesforce Pardot using Data Integration

Procedure

1. Navigate and log into Data Integration Console.

2. Click Create New River from the top right-hand corner.

3. Choose Data Source to Target as your river type.

4. In the General Info tab, name your river, describe it, and choose a group.

5. Navigate to the Source tab.

6. Find Pardot in the list of data sources and select it under Marketing section.

7. Under Source Connection, select the connection you created, or create a new one.

8. Choose the Report you want to pull.

   note

   Field support and schema

   • Dynamic schema: The connector does not use a hardcoded list of fields. Instead, it dynamically retrieves all available fields returned by the Pardot API for the selected report.
   • Custom fields: This includes custom fields specific to your Pardot account. If a field exists in your Pardot object and is exposed via the API, the connector will extract it. For more information, refer to Object Field References and Version 3 Home.

9. Choose the campaigns from the Campaigns list.
   You can filter some reports by campaigns. Leaving the input empty pulls all your campaign data.

   note

   Not all campaigns appear on the list; however, you can search for them by typing the name or ID.

Email reports

The Email reports in the Pardot API require searching the emails by their specific internal Pardot ID. Currently, the API does not offer a way to retrieve a list of IDs; the only way to obtain them is by accessing the Visitor Activities endpoint.
When choosing one of the Email reports, you must enter the dates during which visitor activities are retrieved. Based on these activities, the system fetches the corresponding email data from the emails associated with the visitor activity.

note

• The Email Statistics report retrieves aggregated lifetime statistics for email lists. You cannot specify dates to get the stats for.
• The dates input for this report are only relevant for fetching the email list IDs on which the report is based.

Reports time period

1. Select the Extract Method - All or Incremental.
   • All - Pulls all data, regardless of dates.
   • Incremental - Pulls data based on dates. After each run, the start date will be updated to reflect the end date of the previous run.
2. If you selected Incremental:
   1. Select the date field you want to base your river on (Incremental field) - Created Date, Updated Date, or Last Activity Date.
   note

   When Incremental is selected, the connector uses the Created Date and Updated Date timestamps from the source data to manage data cursors and ensure only new or modified records are fetched.

   2. Select the time period of the report. The reports support two types of time periods:
      1. Date Range:
         • Pulls data in the date range between the start and end date provided, including the end date.
         • You must select a start date.
         • Leaving the end date empty pulls data according to the current time of the river's run.
         • Select a timezone offset to send dates considering the offset.
         • Use the Last Days Back For Each Run to expand the start date and pull data a given number of days before the chosen start date.
      2. Predefined date: A date range defined by Data Integration:
         • Day - Yesterday.
         • Week (From Monday to Sunday) - Week to date, Previous week, Previous week to date.
         • Month - Month to date, Previous month, Previous month to date.
         • Year - Year to date.