Pardot (Marketing Cloud Engagement)

Streamlined Sales Automation

To integrate this provider, ensure you have an active account and follow these Pardot instructions.

Pardot (now Marketing Cloud Engagement) is a B2B marketing automation platform by Salesforce that helps businesses streamline lead generation, nurture prospects, and align marketing efforts with sales goals. Pardot allows companies to create targeted email campaigns, automate follow-ups, track prospect engagement, and gain valuable insights through robust reporting and analytics. It is especially popular among marketing and sales teams for its deep Salesforce CRM integration and automation capabilities.

Here're the integration steps

1

Business Unit ID

Before you start Oauth, you'll need to provide a Business Unit ID. Pardot Business Units are separate databases within a Pardot account that allows you to partition your marketing activities (including prospects, campaign and other assets) by different regions, products or services.

Each Business Unit has a unique ID and it tells Noble which database to send data to.

Requirements

• A Pardot edition that includes Business Units (Plus, Advanced, or Premium)

• Admin permissions in Salesforce to access your Pardot Account Setup

Note: Business Units are not provided to Pardot Plus accounts. In order to set up Noble's integration, you need to reach out to your contact at Salesforce in order to obtain the necessary ID

To copy your BUID from Pardot Account Setup

1. Open Salesforce Setup (the gear icon)

2. Use the Quick Find menu to search for Business Unit Setup

3. Copy the Business Unit ID

2

Oauth Access

We will request the necessary permissions to access your workspace. Authorise them to be able to use Noble in your Pardot account.

3

Users and SDR selection

Pick who should have Noble installed. We will only process prospects owned by those accounts. Here're the fields we'll need filled:

• Select from a pulled list of users or SDR teams