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Pardot Salesforce SSO Integration

A detailed setup guide for a Pardot SSO Integration to FeedOtter.
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Introduction

Pardot is a powerful marketing automation platform that supports B2B marketing and lead management, customer engagement marketing, and real-time personalization.

FeedOtter has worked closely with the Pardot team to ensure our Salesforce SSO integration is best-in-class and easy-to-use. Perfect reporting, multiple automation options, and unparalleled support makes sending RSS content to your leads automated and painless.

Follow the steps below to enable integration between your FeedOtter and Pardot accounts.

Create A New Connection In FeedOtter

In FeedOtter create a new Pardot connection. 

  • Click the GEAR in the upper-right corner of FeedOtter and choose Settings.
  • From the left hand menu select Integration.
  • Click New Connection button and choose Pardot.
  • A window will popup that looks like this:

 

Pardot Salesforce Connection Dialog

Select A Pardot Version

If you are unsure, select 4.  FeedOtter will automatically adjust if you need to use version 3.

Find Your Pardot Business Unit Id

Next you need to find your Pardot Business Id.  This is a numeric value that Salesforce uses to reference your Pardot account.  To find this id complete the following steps:

  • Login to Salesforce / Pardot Lightning.
  • Navigate to Setup.
  • Search for and click on: Pardot Account Setup.
  • Copy the Business Unit ID as indicated by the red arrow below.
Copy and Paste Your Pardot Business Id

Note: If you cannot find the Pardot Setup section you may need to contact your Salesforce  / Pardot admin to provide this.

Allow Pardot - FeedOtter Access

Paste your business id into the appropriate box, give your connection a memorable name or leave the default and click Save.

Complete the oAuth process

At this point you may be prompted to login to your Salesforce / Pardot account.  Please complete the login.

When prompted with the following screen click on the Allow button to authorize Pardot and FeedOtter.

Allow Pardot to Access FeedOtter

Remember: FeedOtter never accesses your prospects, contacts, or sensitive information.  We only create email assets.

Verify Pardot Connection

After clicking "Allow" you should be returned to the FeedOtter integration screen.

FeedOtter Integration Screen

Click the "TEST" button to verify the connection was successful and you are done.

Once these steps are complete you will be able to use this Pardot oAuth connection in any of your FeedOtter automated campaigns or newsletters.

(Recommended) Update Your Existing FeedOtter Campaigns to Use The New Connection

Now that you have a new SSO connection to Pardot.  You can (and should) change your existing campaigns to use this connection.  Pardot will be deprecating the old API access points at the end of Feb.

To change your connection return to the dashboard by clicking on Automated Campaigns in the top menu bar.

  1. Click EDIT next to the campaign you wish to update.
  2. Click Integration from the left-side menu.
  3. Select Edit Connection

The connection dialog will appear.  Here you can select your new SSO connection by name.

IMPORTANT: When you change the connection your previous campaign, list, suppression list, and delay settings will reset.

The last step is to re-select your campaign and list settings.

Click Save/Back to Editor.

Troubleshooting

While the process outlined above will go smoothly for most users.  Here are several common issues and their resolutions:

While trying to authorize you get stranded at a blank page saying "error".

This can occur if your organization has Salesforce settings that restrict access to outside applications like FeedOtter. 

The solution is to ask your Salesforce admin to "whitelist" FeedOtter's application IP address.  Please fill out our support form to request the IP addresses.

Authorization works and clicking "test" results in a green dot but when I try to select my lists in a campaign I see red error popups.

This typically occurs if you are using the wrong version of the Pardot API.  By default we recommend selecting "version 4". However, if you see errors you can likely resolve them by changing the version to "3".

  1. Navigate to Settings > Integration.
  2. Click Edit next to your Pardot connection.
  3. In the popup, change the "Api Version" value to "3".
  4. Click Save.

You can create a new connection and can see your lists/campaigns in FeedOtter but receive an error when FeedOtter tries to schedule an email.

We are working with the Pardot team to investigate this situation.

Things to try:

  • Ensure the Salesforce user you are trying to authorize with is a Pardot Admin or Marketing role user. (Pardot Admin UI)
  • Ensure that the Salesforce user has Pardot Salesforce permissions (Salesforce User Mgmt > Roles)

Resources:

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