Salesforce Marketing Cloud Account Engagement connection information

summary

This is the help page for setting up connection information for Salesforce Marketing Cloud Account Engagement (formerly Pardot).

This page describes how to identify the items required to set up a Salesforce Marketing Cloud Account Engagement connection in TROCCO.

advance preparation

• Salesforce user ID and password
• Business Unit ID
• consumer ID
• consumer key

You must link your Marketing Cloud Account Engagement and Salesforce accounts in advance.

Salesforce user ID and password

This will be the login ID and password for your Salesforce account linked to Marketing Cloud Account Engagement.

Confirm Business Unit ID

Go to the Marketing Cloud Account Engagement administrator assignment page at the following URL and refer to the Business Unit ID.
https://.lightning.force.com/lighting/setup/PardotAccountSetup/home

How to check consumer ID and consumer secret key

Create a connection application on Salesforce and register the key information issued there with TROCCO. Below are the steps for creating an application and verifying key information.
The official documentation is below.
* https://developer.pardot.com/kb/authentication/#via-salesforce-oauth
* https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_oauth_and_connected_apps.htm

Creating Salesforce-connected applications

From the following URL, click on New Connection Application and configure your application.
https://.lightning.force.com/lightning/setup/NavigationMenus/home

Add the following three items from the OAuth authentication range specification items and save them.
* pardot_api
* refresh_token
* openid

Next screen,
Consumer ID (item name " consumer key " on Salesforce),
Consumer Secret Key (item name " Consumer Secret " on Salesforce)
will appear, so please include those two in TROCCO's connection settings.