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Merge pull request #3409 from segmentio/pardot-actions-update
Add autogenerated tables and dossier back to Pardot (Actions)
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‎src/_data/catalog/destinations_private.yml

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# AUTOGENERATED FROM PUBLIC API. DO NOT EDIT
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# destination data last updated 2022-08-23 with Moengage (Actions)
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# destination data last updated 2022-08-25 with Pardot (Actions)
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items:
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- id: 54521fd525e721e32a72ee8e
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name: AdRoll
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dynamic: false
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allowNull: false
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presets: []
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- id: 62df16e45ba0058c864a75d1
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display_name: Pardot (Actions)
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name: Pardot (Actions)
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slug: actions-pardot
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previous_names:
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- Pardot Actions
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- Pardot (Actions)
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website: https://pardot.com
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status: PRIVATE_BETA
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logo:
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url: https://cdn.filepicker.io/api/file/Z5JwkR5dRGySvvn8SwRs
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mark:
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url: https://cdn.filepicker.io/api/file/bZOGReV9Sb6aqOfUpnwL
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methods:
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track: true
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pageview: true
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identify: true
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group: true
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alias: true
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platforms:
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browser: true
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mobile: false
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server: true
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components: []
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browserUnbundlingSupported: false
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browserUnbundlingPublic: false
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replay: false
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settings:
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- name: accountID
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type: string
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defaultValue: ''
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description: >-
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You can find your Account ID (`piAId`) under **Marketing > Campaigns**
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in your [Pardot account](https://pi.pardot.com/campaign). After
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selecting your desired website campaign, press **View Tracking
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Code**.
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required: true
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label: Account ID
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- name: businessUnitID
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type: string
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defaultValue: ''
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description: >-
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The Pardot Business Unit ID associated with your Pardot Account. To
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find your Business Unit ID in Salesforce, go to **Setup** and search
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for `Pardot`. Your Pardot Business Unit ID is an 18-character string
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that starts with `0Uv`. If you cannot access the Pardot Account Setup
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information, ask your Salesforce Administrator to find the Pardot
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Business Unit ID for you.
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required: true
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label: Pardot Business Unit ID
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- name: isSandbox
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type: boolean
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defaultValue: false
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description: >-
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Enable to authenticate into a sandbox instance. You can log in to a
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sandbox by appending the sandbox name to your Salesforce username. For
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example, if a username for a production org is [email protected] and the
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sandbox is named `test`, the username to log in to the sandbox is
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[email protected]. If you are already authenticated, please
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disconnect and reconnect with your sandbox username.
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required: true
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label: Sandbox Instance
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actions:
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- id: nmuJx72oiaaGCd28Neghow
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name: Upsert Prospect
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slug: prospects
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description: Create or update a prospect in Pardot using email address.
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platform: CLOUD
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hidden: false
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defaultTrigger: type = "identify"
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fields:
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- id: pWRHtwu2PBbkPgna9bwpe
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sortOrder: 0
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fieldKey: email
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label: Email Address
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type: STRING
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description: |-
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The prospect's email address.
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Used to upsert a prospect in Pardot. If multiple prospects have the given email, the prospect with the latest activity is updated. If there's no prospect with the given email, a prospect is created. Please note that Pardot treats email address as case sensitive and will create multiple prospects for casing differences.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.email
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then:
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'@path': $.traits.email
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else:
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'@path': $.properties.email
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required: true
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: kNhC71Zr4EkuZtfJXV2Cbk
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sortOrder: 1
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fieldKey: firstName
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label: First Name
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type: STRING
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description: The prospect's first name.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.first_name
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then:
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'@path': $.traits.first_name
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else:
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'@path': $.properties.first_name
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: cDMEGduV3abmkaKw2JEWsL
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sortOrder: 2
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fieldKey: lastName
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label: Last Name
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type: STRING
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description: The prospect's last name.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.last_name
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then:
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'@path': $.traits.last_name
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else:
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'@path': $.properties.last_name
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: 6wAR1VFWvyDyuFfuFYHDe9
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sortOrder: 3
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fieldKey: salutation
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label: Salutation
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type: STRING
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description: The prospect's formal prefix.
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placeholder: ''
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: uGiC7xtFhgjy59CnKZpcPz
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sortOrder: 4
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fieldKey: phone
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label: Phone Number
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type: STRING
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description: The prospect's phone number.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.phone
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then:
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'@path': $.traits.phone
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else:
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'@path': $.properties.phone
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: sfebxe2kyQD4kHupxD1pJE
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sortOrder: 5
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fieldKey: company
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label: Company
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type: STRING
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description: The prospect's company.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.company
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then:
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'@path': $.traits.company
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else:
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'@path': $.properties.company
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: mdX3Tcb2QeMnrJkHedy5EN
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sortOrder: 6
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fieldKey: jobTitle
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label: Job Title
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type: STRING
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description: The prospect's job title.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.title
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then:
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'@path': $.traits.title
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else:
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'@path': $.properties.title
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: t39LTk5ZHJNY8Jp8Gm3EDr
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sortOrder: 7
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fieldKey: industry
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label: Industry
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type: STRING
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description: The prospect's industry.
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placeholder: ''
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: 3LtV9DQR9iZRvzt6ybkyEr
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sortOrder: 8
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fieldKey: city
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label: City
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type: STRING
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description: The prospect's city.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.address.city
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then:
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'@path': $.traits.address.city
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else:
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'@path': $.properties.address.city
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: ucmo7pTf8buyKcf4NSz7pW
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sortOrder: 9
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fieldKey: state
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label: State
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type: STRING
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description: The prospect's US state.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.address.state
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then:
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'@path': $.traits.address.state
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else:
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'@path': $.properties.address.state
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: d4YtY7V6exBD9k6HFnAkjX
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sortOrder: 10
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fieldKey: zip
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label: Zip Code
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type: STRING
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description: The prospect's postal code.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.address.postal_code
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then:
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'@path': $.traits.address.postal_code
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else:
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'@path': $.properties.address.postal_code
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: nvvuWC8Bpe1jfnS7NZvbRs
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sortOrder: 11
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fieldKey: country
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label: Country
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type: STRING
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description: The prospect's country.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.address.country
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then:
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'@path': $.traits.address.country
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else:
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'@path': $.properties.address.country
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: 3jAPKojY8695krMzDgNrxe
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sortOrder: 12
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fieldKey: website
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label: Website
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type: STRING
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description: The prospect's website URL.
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placeholder: ''
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defaultValue:
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'@if':
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exists:
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'@path': $.traits.website
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then:
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'@path': $.traits.website
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else:
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'@path': $.properties.website
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: ugvnkG3wXK6XB2JzEeFsdx
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sortOrder: 13
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fieldKey: secondaryDeletedSearch
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label: Search Deleted Prospects
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type: BOOLEAN
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description: >-
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If true, the request’s search includes deleted records. This
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property only affects [AMPSEA
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accounts](https://help.salesforce.com/s/articleView?id=sf.pardot_admin_ampsea_parent.htm&type=5).
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If all records with a matching email address are deleted, the one with the latest activity is undeleted and updated. Otherwise, a new prospect is created.
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placeholder: ''
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defaultValue: true
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required: true
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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- id: kntkt3UDS1PN25DkRCPFWz
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sortOrder: 14
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fieldKey: customFields
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label: Other Fields
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type: OBJECT
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description: |2-
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Additional prospect fields to send to Pardot.
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Only editable fields are accepted. Please see [Pardot docs](https://developer.salesforce.com/docs/marketing/pardot/guide/prospect-v5.html#fields) for more details. On the left-hand side, input the Pardot field name. On the right-hand side, map the Segment field that contains the value.
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placeholder: ''
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required: false
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multiple: false
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choices: null
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dynamic: false
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allowNull: false
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presets: []

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

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@@ -3,6 +3,7 @@ title: Pardot (Actions) Destination
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hide-boilerplate: true
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hide-dossier: true
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hidden: true
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private: true
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strat: salesforce
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id: 62df16e45ba0058c864a75d1
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---
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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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