Skip to content

Commit ac7dffd

Browse files
committed
fixes
1 parent c1b25e7 commit ac7dffd

File tree

1 file changed

+24
-21
lines changed
  • src/connections/destinations/catalog/actions-pardot

1 file changed

+24
-21
lines changed
Lines changed: 24 additions & 21 deletions
Original file line numberDiff line numberDiff line change
@@ -1,45 +1,46 @@
11
---
22
title: Pardot (Actions) Destination
33
hide-boilerplate: true
4-
hide-dossier: false
4+
hide-dossier: true
55
hidden: true
66
strat: salesforce
77
id: 62df16e45ba0058c864a75d1
88
---
9-
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.
9+
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.
1010

1111
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"}.
1212

1313
> success "Good to know"
14-
> 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.
14+
> 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.
1515
1616
## Benefits of Pardot (Actions) Destination vs Pardot Destination Classic
1717

1818
The Pardot (Actions) destination provides the following benefits over the classic Pardot destination:
1919
- **Fewer settings**. Data mapping for actions-based destinations happens during configuration, which eliminates the need for most settings.
2020
- **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.
21-
- **Sandbox support**. Feel confident in your configuration by testing with a Salesforce Pardot sandbox account before implementing in your production account.
21+
- **Sandbox support**. Testing with a Salesforce Pardot sandbox account before implementing in your production account enables you to feel confident in your configuration.
2222
- **API upgrade**. Data is sent to version 5 of the Pardot API — the newest and most standardized version of the API.
2323
- **Transparent error handling**. Triage and resolve any errors blocking delivery to Pardot with clearer error messages and steps to fix.
2424
- **OAuth 2.0 support**. Authentication with Salesforce Pardot leverages OAuth 2.0 with an improved token refresh flow.
2525

2626
## Getting started
27-
Before you connect Segment to Pardot, make sure you have a Salesforce account with Pardot REST API access.
2827

29-
1. Navigate to `https://app.segment.com/[workspace-slug]/destinations/catalog/actions-pardot`. Replace `[workspace-slug]` with your workspace slug.
30-
2. Click **Configure Pardot (Actions)** in the top-right corner of the screen.
31-
3. Accept the Beta terms.
32-
4. Select the source that will send data to Pardot (Actions) and follow the steps to name your destination.
33-
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**.
34-
6. Follow the steps in the Destinations Actions documentation on [Customizing mappings](/docs/connections/destinations/actions/#customizing-mappings).
35-
7. Enable the destination and configured mappings.
28+
To get started using Pardot with Segment:
29+
1. Make sure you have a Salesforce account with Pardot REST API access.
30+
2. Navigate to `https://app.segment.com/[workspace-slug]/destinations/catalog/actions-pardot`. Replace `[workspace-slug]` with your workspace slug.
31+
3. Click **Configure Pardot (Actions)** in the top-right corner of the screen.
32+
4. Accept the Beta terms.
33+
5. Select the source that will send data to Pardot (Actions) and follow the steps to name your destination.
34+
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**.
35+
7. Follow the steps in the Destinations Actions documentation on [Customizing mappings](/docs/connections/destinations/actions/#customizing-mappings).
36+
8. Enable the destination and configured mappings.
3637

37-
{% include components/actions-fields.html %}
38+
<!--- {% include components/actions-fields.html %} --->
3839

3940
## FAQ
4041
### When will Pardot create versus update a prospect?
41-
In version 5 of the Pardot API, email address is used to upsert a prospect.
42-
- If there’s no prospect with the email address provided, a prospect is created.
42+
In version 5 of the Pardot API, the email address is used to upsert a prospect.
43+
- If there’s no prospect with the email address provided, a prospect is created.
4344
- If there’s one prospect with the email address provided, that prospect is updated.
4445
- If multiple prospects have the same email address provided, the prospect with the latest activity is updated.
4546
Please note that Pardot treats email address as case sensitive and will create multiple prospects for casing differences.
@@ -49,19 +50,21 @@ To send data to a Salesforce Pardot sandbox instance, navigate to **Settings** a
4950

5051
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]`.
5152

52-
> info “”
53+
> info ""
5354
> 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"}.
5455
5556
### How do I add custom prospect fields?
56-
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.
57+
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.
5758

58-
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.
59+
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.
5960

6061
![the custom fields](images/image1.png)
6162

6263
### How do I update a prospect’s email address?
63-
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”.
64+
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:
65+
1. Input the prospect’s current email in the Email Address mapping. This will be used to search for the corresponding prospect in Pardot.
66+
2. Input the prospect’s new email in the **Other Fields** mapping with a field name of “email”.
6467

65-
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.
68+
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.
6669

67-
![the email update](images/image2.png)
70+
![the email update](images/image2.png)

0 commit comments

Comments
 (0)