Guide: Using Salesforce Pardot with Databox

HOW TO

How to connect Pardot to Databox

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How to connect Pardot to Databox

In order to connect your Pardot Account to Databox, you must provide a Pardot Business Unit ID and create a Pardot OAuth App to generate a Consumer Key and Consumer Secret.

To find your Pardot Business Unit ID in Salesforce, follow the steps below:

1

 Login to your Salesforce Account using the same account you use to log in to Pardot

2

 Navigate to the Setup tab

3

 Type  Pardot in the Search bar

4

 In the lefthand menu, navigate to  Pardot > Analytics > Pardot Account Setup

5

 Copy the  Business Unit ID 

You may have multiple Pardot business units available. Use the Business Unit ID of the Pardot Account you want to connect with Databox.

To create a Pardot OAuth App, follow the steps below:

1
 Login to your Salesforce Account using the following URL: https://na168.lightning.force.com/lightning/setup/SetupOneHome/home
2
 In lefthand menu, navigate to  Platform Tools > Apps > App Manager and click New connected App
3
  Under the  Basic Information section fill in the following fields:
  • Connected App Name: user’s choice of name (i.e, Pardot)
  • API Name: user’s choice of name (i.e, Pardot_API)
  • Contact Email: user’s choice

4
 Under API (Enable OAuth Settings), fill in the following fields:
  • Select the Enable OAuth Settings checkbox
  • Insert the following Callback URL: https://connect.databox.com/callback
  • At Selected OAuth Scopes subsection move the following OAuth Scopes from Available OAuth Scopes left box to the Selected OAuth Scopes right box:
    • Access Pardot services (pardot_api)
    • Access your basic information (id, profile, email, address, phone)
    • Perform requests on your behalf at any time (refresh_token, offline_access)
5
 Click  Save. Your app is now created.
6
 The following message will appear on the page:  ''Allow from 2-10 minutes for your changes to take effect on the server before using the connected app.'' Click  Continue.
Pro Tip: Before copying the Consumer Key and Consumer Secret to Databox, it’s recommended to wait 2-10 minutes for the created app to be recognized by the Salesforce server.
7
 From the  API (Enable OAuth Settings) section, copy the  Consumer Key and  Consumer Secret
8

 Select  Click to reveal to copy the Consumer Secret

Now you're ready to finish the connection process in Databox.

9
  Navigate to  Data Manager > + New connection
10
  Type Pardot in the search bar and click on the green Connect button. This will open the Activation window, which is where you will be prompted to enter your Pardot Business Unit ID and Pardot OAuth App Consumer Key and Consumer Secret. 
11
  Once you've entered your Business Unit ID, Consumer Key and Consumer Secret, click Activate

At this point, the connection process is complete and Databox has been connected to Pardot.

What Salesforce permissions do you need to create a Pardot OAuth App?

Pardot OAuth App user must have  System Admin or Developers permissions for Salesforce Lightning. 

Learn more about how to manage user permissions in Salesforce Lightning here.

What version of Salesforce do you need to connect Pardot with Databox?

Learn more about which Salesforce versions provide API access here

What's the maximum amount of historical data initially available when you use a new Pardot Data Source Metric in Databox?

Data is synced for the Metrics that are being used in your Account, so when you first use a new Pardot Metric, the maximum amount of historical data available is 36 months. 

Certain Metrics may have more or less historical data available. For example, Metrics that represent the total Metric value (i.e. ''Total Visitors'', ''Total Campaigns'', ''Forms'', etc.) do not have historical data available when first used. We only pull in the total current value, but we will accumulate historical data for these Metrics in Databox over time and the metric value will be shown cumulatively. 

For more information about the amount of historical data available for a specific Metric, please contact our Support Team at help@databox.com.

Pro Tip: In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn more here.    
    The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn more here

What time zone does Pardot data sync in? 

Pardot data is synced in UTC time zone. 

How to access pre-built Pardot Templates

1
 Navigate to Databoards > Public Templates
2
 In the Data Source drop-down list, select  Pardot
3
 To view a preview of the Template populated with dummy data, click Preview
4
 To pull the Template into your Account and re-populate it with your own Pardot data, click Use Template
5
 Select the appropriate Pardot Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Pardot Account and can be found on the  Databoards page
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

Popular Pardot Templates

Opportunities & Prospects Overview
With this Template, you're able to track your most important leads, monitor their growth, and reveal which campaigns have been most productive.    

How to build a Databoard using Pardot data

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Popular Pardot Metrics

Opportunities

Prospects

Forms

View a full list of Pardot Metrics available in Databox here.

How to build a Databoard

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the Metric Library icon on the lefthand side of the Designer
3
 Select the appropriate Pardot Account from the Data Source drop-down list in the Metric Library
4
 View the list of pre-built Pardot Datablocks in the  Metric Library. Drag and drop your selected Datablock onto your Databoard    
5

 If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Metric Library icon

6
 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
7
 Click on the Datablock on the Databoard to open the corresponding Datablock Settings on the righthand side of the Designer
8
 Select the appropriate Pardot Data Source and Metric in the righthand Datablock Settings. This will update the Datablock and it will populate the Datablock with the corresponding data 
 
9
 Complete steps 4-8 until your Databoard is complete

Additional Information

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Metric Considerations

  • Due to technical limitations, the Date Range ''All Time'' will return a maximum 36 months of historical data.
  • However, Metrics that represents total values (i.e. 'Total Visitors'', ''Total Campaigns'', ''Forms'', etc.) will always show current total value when the ''All Time'' Date Range is selected.
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