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Pardot is a Salesforce marketing automation and analytics solution that lets you send automated emails to prospects and track conversions in emails and across social networks.
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Pardot is a Salesforce marketing automation and analytics solution that lets you send automated emails to prospects and track conversions in emails and across social networks.
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Segment’s Pardot (Actions) destination enables you to create and update prospects with custom traits that can be leveraged in your marketing efforts. Segment sends data to [version 5 of the Pardot API](https://developer.salesforce.com/docs/marketing/pardot/guide/version5overview.html){:target="_blank"}.
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> success "Good to know"
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> This page is about the [Actions-framework](/docs/connections/destinations/actions/) Pardot destination. There's also a page about the [non-Actions Pardot destination](/docs/connections/destinations/catalog/pardot/). Both of these destinations receive data _from_ Segment.
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> This page is about the [Actions-framework](/docs/connections/destinations/actions/) Pardot destination. There's also a page about the [non-Actions Pardot destination](/docs/connections/destinations/catalog/pardot/). Both of these destinations receive data from Segment.
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## Benefits of Pardot (Actions) Destination vs Pardot Destination Classic
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The Pardot (Actions) destination provides the following benefits over the classic Pardot destination:
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-**Fewer settings**. Data mapping for actions-based destinations happens during configuration, which eliminates the need for most settings.
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-**Clearer mapping of data**. Actions-based destinations enable you to define the mapping between the data Segment receives from your source, and the data Segment sends to Pardot.
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-**Sandbox support**. Feel confident in your configuration by testing with a Salesforce Pardot sandbox account before implementing in your production account.
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-**Sandbox support**. Testing with a Salesforce Pardot sandbox account before implementing in your production account enables you to feel confident in your configuration.
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-**API upgrade**. Data is sent to version 5 of the Pardot API — the newest and most standardized version of the API.
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-**Transparent error handling**. Triage and resolve any errors blocking delivery to Pardot with clearer error messages and steps to fix.
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-**OAuth 2.0 support**. Authentication with Salesforce Pardot leverages OAuth 2.0 with an improved token refresh flow.
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## Getting started
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Before you connect Segment to Pardot, make sure you have a Salesforce account with Pardot REST API access.
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1. Navigate to `https://app.segment.com/[workspace-slug]/destinations/catalog/actions-pardot`. Replace `[workspace-slug]` with your workspace slug.
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2. Click **Configure Pardot (Actions)** in the top-right corner of the screen.
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3. Accept the Beta terms.
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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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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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{% include components/actions-fields.html %}
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<!--- {% include components/actions-fields.html %} --->
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## FAQ
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### When will Pardot create versus update a prospect?
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In version 5 of the Pardot API, email address is used to upsert a prospect.
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- If there’s no prospect with the email address provided, a prospect is created.
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In version 5 of the Pardot API, the email address is used to upsert a prospect.
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- If there’s no prospect with the email address provided, a prospect is created.
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- If there’s one prospect with the email address provided, that prospect is updated.
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- If multiple prospects have the same email address provided, the prospect with the latest activity is updated.
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Please note that Pardot treats email address as case sensitive and will create multiple prospects for casing differences.
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Your sandbox username appends the sandbox name to your Salesforce production username. For example, if a username for a production org is `[email protected]` and the sandbox is named `test`, the username to log in to the sandbox is `[email protected]`.
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> info “”
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> info ""
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> Data and configuration can’t be shared between sandbox and production accounts. Make sure you use the Pardot Business Unit ID corresponding to your sandbox account. Information on how to create a sandbox for Pardot can be found [here](https://help.salesforce.com/s/articleView?language=en_US&type=5&id=sf.pardot_sf_connector_sandbox.htm){:target="_blank"}.
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### How do I add custom prospect fields?
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Custom fields can be included in the Other Fields mapping. Custom fields must be predefined in your Pardot account and should end with `__c` (i.e.`custom_field__c`). Please include the `__c` in your mapping.
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Custom fields can be included in the Other Fields mapping. Custom fields must be predefined in your Pardot account and should end with `__c` (for example,`custom_field__c`). Please include the `__c` in your mapping.
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You can see and add custom prospect fields in Pardot under **Pardot Settings** > **Object and Field Configuration** > **Prospect Fields**. Be sure to input the FIELD API NAME exactly as it appears in Pardot in your Segment mapping.
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You can see and add custom prospect fields in Pardot under **Pardot Settings** > **Object and Field Configuration** > **Prospect Fields**. Be sure to input the **FIELD API NAME** exactly as it appears in Pardot in your Segment mapping.
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### How do I update a prospect’s email address?
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With version 5 of the Pardot API, you can update a prospect’s email address using the Other Fields mapping. First, input the prospect’s current email in the Email Address mapping; this will be used to search for the corresponding prospect in Pardot. Then input the prospect’s new email in the Other Fields mapping with a field name of “email”.
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With version 5 of the Pardot API, you can update a prospect’s email address using the Other Fields mapping. To update a prospect's email address:
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1. Input the prospect’s current email in the Email Address mapping. This will be used to search for the corresponding prospect in Pardot.
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2. Input the prospect’s new email in the **Other Fields** mapping with a field name of “email”.
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In the example below, `[email protected]` is the prospect’s current email. `[email protected]` is the prospect’s new email that will get updated in Pardot.
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In the example below, `[email protected]` is the prospect’s current email. `[email protected]` is the prospect’s new email that will be updated in Pardot.
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