Pardot Connector: Migrating to Salesforce Single Sign-On (OAuth)

 

On February 15th, 2021, Pardot will no longer support authentication through Pardot usernames and passwords.  This means that if you have an existing Connector with BrightTALK, you will need to re-authenticate using the new process, Salesforce Single Sign-on.  This guide will walk you through how to do this.

Note: This article is designed for Clients who set up a Pardot Connector prior to January 25th, 2021 and need to migrate their authentication to Salesforce Single Sign-on.  If you are setting up a Pardot Connector for the first time, please see this article.

To perform the new authentication, you will need the following:

  • Your Salesforce instance needs to be configured for Single Sign-on with Pardot 
  • The Salesforce user you use to authenticate must:
    • Have single sign-on access to Pardot
    • Be a Pardot administrator
  • Your user must have permission to create "Connected Apps" in the Salesforce "Setup" area
  • Your user must be able to access the "Pardot" page in the Salesforce "Setup" area

 



Step 1: Create a "Connected App" in Salesforce


The Connected App is required in order to initiate the authentication and it controls what permissions BrightTALK has in your Pardot and Salesforce.  To create a Connected App, please follow these steps:

Salesforce Classic steps  (click here to jump to Lightning)

  1. Go to Setup
  2. Go to Create -> Apps
    Screen_Shot_2021-01-13_at_3.37.43_PM.png
  3. Scroll to the bottom of the page and click "New" next to Connected Apps
    Screen_Shot_2021-01-13_at_3.37.43_PM.png


  4. Configure the App:
    1. "Name" and "API Name" can be whatever you want it to be
    2. "Contact email" should be your user's email
    3. "Enable OAuth Settings" should be checked
    4. "Callback URL" should be "https://www.brighttalk.com/central/account/connector/pardot_callback"
    5. Under "Available OAuth Scopes" select "Access Pardot services (pardot_api)" and "Perform requests on your behalf at any time (refresh_token, offline_access)"
      Screen_Shot_2021-01-14_at_12.29.20_PM.png

    6. Click "Save"

    7. On the following screen, copy down the values for these fields:
      1. Consumer Key
      2. Consumer Secret

    8. Next, in the quick find box in Setup, type in  "pardot" and click "Assign Admin"
      Screen_Shot_2021-01-13_at_3.44.16_PM.png

    9. Copy down the value for "Business Unit ID" (blurring ours for privacy reasons):

      Screen_Shot_2021-01-13_at_3.46.53_PM.png

 

 

Salesforce Lightning steps (click here to jump to the next step)

 

1. In the Salesforce "Setup" area, go to "Apps" -> "App Manager"

Screen_Shot_2021-01-13_at_3.51.47_PM.png

 

2.  Click "New Connected App"

 

3. Configure the App:

  1. "Name" and "API Name" can be whatever you want it to be
  2. "Contact email" should be your user's email
  3. "Enable OAuth Settings" should be checked
  4. Callback URL" should be "https://www.brighttalk.com/central/account/connector/pardot_callback"
  5. Under "Available OAuth Scopes" select "Access Pardot services (pardot_api)" and "Perform requests on your behalf at any time (refresh_token, offline_access)"

4. Click "Save"

5. In Quick Find, type in "pardot" and select "Pardot Account Setup"

Screen_Shot_2021-01-13_at_3.56.19_PM.png

6. Copy down your "Business Unit ID"

Screen_Shot_2021-01-13_at_3.46.53_PM.png

 

 

Step 2: Re-Authenticate in BrightTALK

Now that App is configured and you have the required information, you can proceed with re-authenticating your Connector(s) in BrightTALK.  To do this, go to:

1. Brighttalk.com/central and login into your Account

2. Select "Connectors" and if you have multiple Channels, select one of them.  
3. Click "Setup" and then enter the information you collected earlier and click "Authenticate"

Screen_Shot_2021-01-13_at_4.13.26_PM.png

      

4. This will now take you to Salesforce to confirm your login and approve the authentication.  Go ahead and complete that step and you should be sent back to BrightTALK.  At this point, you are all set and the re-authentication process has been completed!

 

 

 

 

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