Creating a Salesforce Pardot Connection

You must create a Salesforce Pardot connection before you can use TIBCO Flogo® Connector for Salesforce Pardot. The Salesforce Pardot connection contains all the parameters required to connect to the Salesforce Pardot application. The Salesforce Pardot connection is used by all the activities in the Salesforce Pardot category.

Before you begin
  • Ensure that you have a valid Salesforce Pardot account and can access it successfully.
  • Familiarize yourself with Salesforce Pardot. For details on how to use the Salesforce Pardot product, see the Salesforce Pardot product documentation.
  • Ensure that you have set up the OAuth permissions in Salesforce.com before installing the connector. To set up OAuth permissions, follow these steps:
    1. Log in to your Salesforce.com account.
    2. From the Setup tab, type "apps" in the search box and then on the Create tab click Apps.
    3. To start defining the permissions, scroll down and click New in the ConnectedApps section.
    4. When creating the new connected app, ensure to do the following:
      1. Select the Enable OAuth Settings check box.
      2. Set the Callback URL to http://localhost:<port>/wistudio/connectiondetails where port is 8090 by default, but if you have configured a different port on which to run TIBCO Flogo, use that port instead of the default port.
      3. Ensure you have selected the following OAuth Scopes by moving them from Available OAuth Scopes to the Selected OAuth Scopes pane:
        • Access Pardot services (pardot_api)
        • Access and manage your data (api)
        • Full access (full)
        • Perform requests on your behalf at any time (refresh_token, offline_access)
      4. After the new app is activated (it takes a few minutes for the app to activate), the Consumer Key is created and displayed. To see the Consumer Secret, click the link to reveal it. Copy the Consumer Key and the Consumer Secret and keep it handy. You need to enter this information when creating a Salesforce Pardot connection in TIBCO Flogo.
Procedure
  1. To create a Salesforce Pardot connection, click the Connections tab on the Flogo page and perform one of the following actions:
    • If this is the first connection you are adding, click the Salesforce Pardot connector tile.
    • If you already have an existing connection for any connector in Flogo, the connections are displayed on the Connections page.
      • Click the Create button and then click the Salesforce Pardot connector tile.
  2. In the Salesforce Pardot Connector dialog, enter a name for the connector in the Name text box and optionally a description in the Description text box. For field descriptions, see Salesforce Pardot Connection Details.
  3. Select the Account Type you want to use from the drop down list.
  4. Enter the Client Id and Client Secret. The Consumer Key field in Salesforce.com corresponds to Client ID in Salesforce Pardot Connection dialog, and the Consumer Secret in Salesforce.com corresponds to Client Secret in Salesforce Pardot Connection dialog.
  5. Enter the Pardot Business Unit ID which is the instance of the database you want to use.
  6. Enter your user name and password for Salesforce.com and click Log In.

    If your Salesforce account(s) credentials are saved, the user name(s) are listed and you can click the user name for the account you want to use to create this connection.

  7. You might be asked to verify your identity. Enter the code you received in the Verification Code text box and click Verify.

The Connections page opens and displays the new connection you just created and the autogenerated OAuth Token.