Salesforce Pardot - Amazon AppFlow

Salesforce Pardot

The following are the requirements and connection instructions for using Pardot with Amazon AppFlow.

Note

You can use Pardot as a source only.

Requirements

  • Your Salesforce account must be enabled for API access. API access is enabled by default for Enterprise, Unlimited, Developer, and Performance editions.

  • Your Salesforce account must allow you to install connected apps. If this option is disabled, contact your Salesforce administrator.

  • After you create a Pardot connection in Amazon AppFlow, verify that the connected app named Amazon AppFlow Pardot Embedded Login App is installed in your Salesforce account. For instructions on how to create a connected app in Salesforce, see Create a global connected app in Salesforce. For more information about connected apps in Salesforce, see Connected Apps in the Salesforce documentation.

  • The refresh token policy for the Amazon AppFlow Pardot Embedded Login App must be set to Refresh token is valid until revoked. Otherwise, your flows will fail when your refresh token expires.

  • If your Pardot app enforces IP address restrictions, you must grant access to the addresses used by Amazon AppFlow. For more information, see AWS IP address ranges in the Amazon Web Services General Reference.

Pardot version support

Amazon AppFlow supports Pardot version 4 only. If you are still using version 3, you must upgrade to version 4 to use Amazon AppFlow. For more information, see Transitioning from version 3 to version 4 in the Pardot documentation.

Authentication and Pardot business ID

  • Amazon AppFlow supports authentication via OAuth2 with Pardot. For more information, see Authentication Via Salesforce OAuth in the Pardot documentation.

  • You must have the Pardot Business Unit ID that you are trying to authenticate with. To find the Pardot Business Unit ID in Salesforce, go to Setup and enter Pardot Account Setup in the Quick Find box. Your Pardot Business Unit ID begins with 0Uv and is 18 characters long. If you cannot access the Pardot account setup information, ask your Salesforce administrator to provide you with the Pardot Business Unit ID.

Setup instructions

To connect to Pardot while creating a flow

  1. Open the Amazon AppFlow console at https://console.aws.amazon.com/appflow/.

  2. Choose Create flow.

  3. For Flow details, enter a name and description for the flow.

  4. (Optional) To use a customer managed CMK instead of the default AWS managed CMK, choose Data encryption, Customize encryption settings and then choose an existing CMK or create a new one.

  5. (Optional) To add a tag, choose Tags, Add tag and then enter the key name and value.

  6. Choose Next.

  7. Choose Pardot from the Source name dropdown list.

  8. Choose Connect to open the Connect to Pardot dialog box. If you are connecting to Pardot for the first time, follow the instructions to complete the OAuth workflow and create a connection profile.

  9. You will be redirected to the Pardot login page. When prompted, grant Amazon AppFlow permissions to access your Pardot account.

Now that you are connected to your Pardot account, you can continue with the flow creation steps as described in Getting started with Amazon AppFlow.

Tip

If you aren’t connected successfully, ensure that you have followed the instructions in the Requirements section.

Notes

  • When you use Pardot as a source, you can run schedule-triggered flows at a maximum frequency of one flow run per minute.

  • You can connect Amazon AppFlow to your Pardot sandbox account in addition to your Pardot production account.

  • Amazon AppFlow inherits quotas from Pardot. Quotas are enforced on daily requests and concurrent requests at the customer level. Pardot Pro customers are allocated 25,000 API requests a day. Pardot Ultimate customers can make up to 100,000 API requests a day. These limits reset at the beginning of the day based on your account time zone settings. Any request that exceeds these quotas results in an error code 122. Amazon AppFlow handles these error codes transparently.

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