Salesforce Pardot Reader

The Salesforce Pardot reader reads data from an instance of the Salesforce Pardot marketing automation tool using the Account Engagement API (see Get Started with Account Engagement API).

Feature summary and supported objects

The Striim Salesforce Pardot Reader supports the following features:

Salesforce Pardot Object API versions 3 and 4.
Salesforce Pardot sObjects.
OAuth authentication.
Reading from multiple Pardot objects with column filtering and exclusion.
Preserving existing operations and operation metadata.
Starting data capture from a specified initial timestamp.
Recovering data after a pipeline or system failure.

The Striim Salesfort Pardot Reader supports the following objects:

Name	Supported modes	Supported operations
Account	Initial Load	Insert
Campaign	Initial Load	Insert
CustomField	All	Insert
CustomRedirect	All	Insert, Update
DynamicContent	All	Insert, Update
Email	Initial Load	Insert
EmailClicks	All	Insert
EmailTemplate	Initial Load	Insert
Form	All	Insert, Update
LifecycleHistory	All	Insert
LifecycleStage	Initial Load	Insert
ListMembership	All	Insert
List	All	Insert, Update
Opportunity	All	Insert
Prospect	All	Insert, Update
ProspectAccount	Initial Load	Insert
Tag	All	Insert, Update
TagObject	All	Insert
User	All	Insert
Visit	InitialLoad	Insert
Visitor	All	Insert, Update
VisitorActivity	All	Insert

Verifying the Salesforce Pardot Reader configuration

Use the following cURL commands (see Using cURL in the REST Examples and curl.haxx.se) to verify your configuration and get information about available resources and sObjects.

Get an access token using the Salesforce login URL.

curl https://login.salesforce.com/services/oauth2/token -d "grant_type=password" \
-d "client_id=<your consumer key>" -d "client_secret=<your consumer secret>" \
-d "username=<your username>" -d "password=<your password>"

Using the access token returned by that command, test the REST API URL for your organization. The instance is typically the first part of the URL you see in your browser when logged into Salesforce, such as "mycompany" in mycompany.salesforce.com. Alternatively, ask your Salesforce technical administrator for access to a connected app. (For more information, see Understanding the Username-Password OAuth Authentication Flow.)
If you do not have a proxy server:
```
curl https://<your Salesforce instance>.salesforce.com/services/data/ \
-H 'Authorization: Bearer <token>'
```
If you have a proxy server (change the proxy server URL to match yours):
```
curl -x http://mycompany.proxy.server.com:8080/ \
https://<your Salesforce instance >.salesforce.com/services/data/ \
-H 'Authorization: Bearer <token>'
```

List available REST resources and sObjects (see List Available REST Resources and Get a List of Objects).

curl https://<your Salesforce instance>.salesforce.com/services/data/v41.0 \
-H 'Authorization: Bearer <token>'
curl https://<your Salesforce instance>.salesforce.com/services/data/v41.0/sobjects \
-H 'Authorization: Bearer <token>'

For additional information, see Salesforce's REST API Developer Guide .

Configuring OAuth for Salesforce Pardot Reader

Authenticating Striim to Salesforce Pardot requires an active Salesforce account, a license for Salesforce Pardot, and a Striim app connected to Salesforce. Add the pardot_api OAuth scope to the connected app.

Configuring OAuth for automatic authentication token renewal

From the connected app, get the values of the Consumer Key and Consumer Secret.
In the Salesforce Pardot Reader, set the values of the Consumer Key and Consumer Secret.
Generate a security token following the instructions in Salesforce documentation.
In the Salesforce Pardot Reader, set the value of the Security token.

Configuring OAuth for manual authentication token renewal

Generate an authentication token using the following command:

curl https://login.salesforce.com/services/oauth2/token -d "grant_type=password"\
 -d "client_id=<your consumer key>"\
 -d "client_secret=<your consumer secret>"\
 -d "username=<your username>"\
 -d "password=<your password>"

In the Salesforce Pardot Reader, set the value of the authentication token.
Generate a security token following the instructions in Salesforce documentation.
In the Salesforce Pardot Reader, set the value of the Security token.