Setting up the Salesforce Connector

This entry is part 3 of 3 in the series Salesforce Connector Part 1: Getting Started

Here, we’ll cover getting your Salesforce account prepped to start receiving updates from Pardot, setting up the connector settings (username, password, and optional settings) in Pardot, and verifying the connector for the first time.

Whitelisting Pardot’s IPs in your Salesforce account

  1. Log into your Salesforce administrator account.
  2. Click on Setup (drop down menu under name in top right).
  3. Click on Security Controls.
  4. Click on Network Access. Enter the following three IP address ranges that Pardot will use when syncing with your Salesforce account:
Start IP Address End IP Address
67.228.95.145 67.228.95.145
67.228.168.139 67.228.168.141
67.228.223.106 67.228.223.107

Adding the Salesforce connector to Pardot

  1. In Pardot, navigate to Admin > Connectors.
  2. Click + Add Connector.
  3. Click salesforce.com.
  4. Optional: If you’re connecting to a Salesforce sandbox, mark the box.
  5. Click Create Connector.
  6. In the pop-up box, enter the connector user’s Salesforce credentials and click Log in to Salesforce.
  7. Once you’ve logged in, click Allow to give the connector permission to access your account. At a minimum, the connector user  needs to have access to the following in Salesforce:
    • Create/edit/read all leads
    • Create/edit/read all contacts
    • Create all tasks
    • Read all users
    • Create/edit/read all campaigns
    • Read/write/view all/modify/delete all objectchangelogs
  8. Choose your connector settings.
  9. Click Finish to save your connector.

Optional connector settings

Choose your Salesforce connector settings. For a full list and description of each setting, see Salesforce Connector Settings Reference.

Verifying your connector

Your Salesforce connector will now appear in the connectors table. It automatically saves as Not Verified. Click Verify Now to finish the connection.

If Pardot is able to successfully send and receive data to and from Salesforce, the status will change to Verified. Although you don’t have to, it’s a good idea to test your connector before moving on.

Initial prospect sync

When the connector is first verified, the prospects that are already within Pardot are added to the sync queue to be synced with Salesforce. However, the lead and contact records that already exist in Salesforce do not automatically sync down to Pardot.

Note: Prospects are only queued to sync on the first CRM connector verified. If you switch to Salesforce from another CRM, prospects will not be queued to sync.

If your CRM has leads and contacts that do not exist in Pardot at the time the CRM connector is verified, they will not sync down to Pardot automatically. To sync those leads and contacts between Pardot and Salesforce, we recommend that you do an initial import of those records into Pardot once the connector has been verified.

What next?

Congratulations on finishing Part 1: Getting Started. It’s time to move on to Part 2: Salesforce Configuration.

Move to a different part in the Salesforce Connector Series:
Part 1: Getting Started
Part 2: Salesforce Configuration
Part 3: Pardot Configuration
Part 4: Advanced Topics

Series Navigation

<< Previous Article: Installing and Updating the Pardot AppExchange Application