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Fix Pardot (Actions) setup instructions (#3734)
* Updated docs for azure setup (#3694) * Updated docs for azure setup We only support version 5.7 of MySQL, so I updated the docs to reflect that * updated pronoun to Segment * Update src/connections/storage/catalog/data-lakes/index.md Co-authored-by: markzegarelli <[email protected]> * Thomas/regal voice (#3693) * Update name for Regal Voice * Update regal voice source name and support email address Co-authored-by: markzegarelli <[email protected]> * Bump nokogiri from 1.13.6 to 1.13.9 (#3696) Bumps [nokogiri](https://github.com/sparklemotion/nokogiri) from 1.13.6 to 1.13.9. - [Release notes](https://github.com/sparklemotion/nokogiri/releases) - [Changelog](https://github.com/sparklemotion/nokogiri/blob/main/CHANGELOG.md) - [Commits](sparklemotion/nokogiri@v1.13.6...v1.13.9) --- updated-dependencies: - dependency-name: nokogiri dependency-type: indirect ... Signed-off-by: dependabot[bot] <[email protected]> Signed-off-by: dependabot[bot] <[email protected]> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> * Update HubSpot warning box * dependencies update * Update Engage Sources * Marketing Campaigns public beta * Add docs for new Kana destination (#3710) * Add docs for new Kana destination * edits Co-authored-by: markzegarelli <[email protected]> * warning bubble * catalog update * fix redirect * Update index.md (#3717) Fixing SendGrid company name * Update index.md * update mixpanel destination name (#3722) * Update Woopra Connection modes (#3716) * Add docs for new Kable destination (#3730) * Add docs for new Kable destination * Add Kable to vocab Co-authored-by: markzegarelli <[email protected]> * Thomas/regal (#3726) * Update URL for regalio destination * Update URL for regalio source * Add redirect for consolidated Salesforce tiles (#3729) * Add redirect for consolidated Salesforce tiles * Update index.md * Update index.md * add Pardot (Actions) to salesforce nav (#3725) * Unhide Pardot Actions docs (#3724) * Unhide Pardot Actions docs * Update index.md * Scaffold docs for HubSpot Web and Cloud Actions (#3719) * Scaffold docs for HubSpot Web and Cloud Actions * Update src/connections/destinations/catalog/actions-hubspot-cloud/index.md Co-authored-by: stayseesong <[email protected]> * Update src/connections/destinations/catalog/actions-hubspot-cloud/index.md Co-authored-by: stayseesong <[email protected]> * Update src/connections/destinations/catalog/actions-hubspot-cloud/index.md Co-authored-by: stayseesong <[email protected]> * Update src/connections/destinations/catalog/actions-hubspot-cloud/index.md Co-authored-by: stayseesong <[email protected]> * Update src/connections/destinations/catalog/actions-hubspot-cloud/index.md Co-authored-by: stayseesong <[email protected]> * Update src/connections/destinations/catalog/actions-hubspot-web/index.md Co-authored-by: stayseesong <[email protected]> * Update src/connections/destinations/catalog/actions-hubspot-web/index.md Co-authored-by: stayseesong <[email protected]> * Update src/connections/destinations/catalog/actions-hubspot-cloud/index.md Co-authored-by: stayseesong <[email protected]> * Add private metadata Co-authored-by: stayseesong <[email protected]> Co-authored-by: markzegarelli <[email protected]> * Catalog update * Updated Actions template for actions that don't have a default trigger (#3728) * Updated Actions template for actions that don't have a defaeult trigger * Update src/_includes/components/actions-fields.html Co-authored-by: pwseg <[email protected]> Co-authored-by: pwseg <[email protected]> * Fix Pardot (Actions) setup instructions * Fix actions rendering Signed-off-by: dependabot[bot] <[email protected]> Co-authored-by: Segment Docs Robot <[email protected]> Co-authored-by: Lfdelossantos <[email protected]> Co-authored-by: markzegarelli <[email protected]> Co-authored-by: Thomas Gilbert <[email protected]> Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com> Co-authored-by: rchinn-segment <[email protected]> Co-authored-by: rchinn-segment <[email protected]> Co-authored-by: pwseg <[email protected]> Co-authored-by: stayseesong <[email protected]> Co-authored-by: pwseg <[email protected]> Co-authored-by: Carly Vanderwert <[email protected]> Co-authored-by: vanand17 <[email protected]>
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src/_includes/components/actions-fields.html

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{% unless hiddenActions contains action.id %}
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### {{action.name}}
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<p>{{action.description | markdownify}}</p>
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<p>{{action.name}} is a <strong>{{action.platform | capitalize}}</strong> action. {% if action.defaultTrigger %}The default Trigger is:</p> <code>{{action.defaultTrigger}}</code> {%endif%}
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<p>{{action.name}} is a <strong>{{action.platform | capitalize}}</strong> action. {% if action.defaultTrigger %}The default Trigger is: <code>{{action.defaultTrigger}}</code> {%endif%}</p>
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{% if action.fields.size > 0 %}

src/connections/destinations/catalog/actions-pardot/index.md

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## Getting started
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To get started using Pardot with Segment:
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1. Make sure you have a Salesforce account with Pardot REST API access.
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2. Navigate to `https://app.segment.com/[workspace-slug]/destinations/catalog/actions-pardot`. Replace `[workspace-slug]` with your workspace slug.
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3. Click **Configure Pardot (Actions)** in the top-right corner of the screen.
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4. Accept the Beta terms.
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5. Select the source that will send data to Pardot (Actions) and follow the steps to name your destination.
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6. On the **Settings** tab, authenticate with Salesforce Pardot using OAuth. Input the Pardot Business Unit ID associated with your Pardot Account, and click **Save**.
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7. Follow the steps in the Destinations Actions documentation on [Customizing mappings](/docs/connections/destinations/actions/#customizing-mappings).
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8. Enable the destination and configured mappings.
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Before you connect Segment to Salesforce Pardot, please ensure you have a Salesforce account with Pardot REST API access.
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1. From the Segment web app, navigate to **Connections > Catalog**.
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2. Search for **Pardot (Actions)** in the Destinations Catalog, and select the destination.
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3. Click **Configure Pardot (Actions)**.
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4. Select the source that will send data to Pardot (Actions) and follow the steps to name your destination.
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5. On the **Settings** tab, authenticate with Salesforce Pardot using OAuth. Input the Pardot Business Unit ID associated with your Pardot Account, and click **Save**.
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6. Follow the steps in the Destinations Actions documentation on [Customizing mappings](/docs/connections/destinations/actions/#customizing-mappings).
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7. Enable the destination and configured mappings.
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{% include components/actions-fields.html %}
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