Set up Salesforce Pardot

We are deprecating our support for Salesforce Pardot - you may experience issues with your connection.

Administrative Permission Required

Administrative permission is required to access the ZiftONE Settings. For more information, contact your supplier's point of contact.

Overview

The ZiftONE App Connector is a valuable tool that enables content to be directly delivered into the systems you work in now, saving time, making training easier, and eliminating the need to learn new processes.

Connecting with Salesforce Pardot pushes selected available supplier-personalized templates into your Salesforce Pardot instance. From there, you can email and market just like you do today using your Salesforce Pardot platform. Additionally, selected syndicated social posts can be pushed and scheduled for you within the social media component of Salesforce Pardot.

Reporting is available on the marketing tactics leveraged through your ZiftONE App Connection.

• Social metrics (Clicks, Likes, Shares, Retweets, Replies, and Comments) will show under the Social Analysis page in ZiftONE.

Note:

As of February 1, 2022, Salesforce is requiring non-API users to enable multi-factor authentication (MFA). Due to this update, the Salesforce Pardot connector requires partners to know their ZiftONE credentials. Partners that use Single Sign-on to log into ZiftONE and do not know their ZiftONE credentials will not be able to use this connector.

Before You Begin

If setting up the Salesforce Pardot integration you will also need:

• Email address
• Salesforce Pardot password
• API user key
  • You can find your Salesforce Pardot user key in Salesforce Pardot under Gear Symbol > Settings > My Profile in the API user key row.

Important

ZiftONE App Connectors do not currently support the management of Campaign Social Posts. If you wish to leverage a campaign that contains social posts, you must turn off your App Connection for the duration of the campaign. Make sure to personalize your ZiftONE social settings if you are choosing this option. Learn more about Campaign Social Posts.

Contents

Click on the + to expand the instructions for the desired task.

How to Configure ZiftONE for Salesforce Pardot

1. In ZiftONE, navigate to Settings > App Connectors.
2. To the right of the Salesforce Pardot logo, click Activate.
3. Enter your email address, Salesforce Pardot password, and API user key in the connector window.
4. Click Activate.
5. Select Social Media Settings.
6. Select the social media posts you would like to have automatically forwarded to your Salesforce Pardot account.
7. Select Email Settings.
8. Select the campaigns and emails that you want to send to Salesforce Pardot automatically.

How to View and Personalize Your ZiftONE Emails in Salesforce Pardot

1. Select Marketing > Emails > New List Email.
2. Name the email.
3. Select the folder, campaign, and email type.
4. Click Save. You'll see the email template you sent from ZiftONE.
5. Personalize your email in the Salesforce Pardot interface.