Connecting Qualified to Marketing Cloud Account Engagement (Pardot)

By connecting your Marketing Cloud Account Engagement (Pardot) org to Qualified, you can view any of the Marketing Cloud Account Engagement (Pardot) prospect field values for a visitor on your site, such as the prospect’s: 

• Demographic data, including any data gathered on their company such as industry, company size, and years in business, if you captured that data in Pardot
• Score, to measure their relative engagement
• Grade, if you are using that feature to measure how much of a demographic match they are for your goods or services
• Activity history, to see which of your emails they have opened or clicked
• And additional custom fields you’ve defined and populated for your Marketing Cloud Account Engagement (Pardot) prospects

All of which can help a sales rep have an informed conversation with the prospect – while they are on your site!

Marketing Cloud Account Engagement (Pardot) is typically managed through SSO with Salesforce, allowing Salesforce to govern access. Both systems can then share data so that you can benefit from the combination of both applications’ data and capabilities.

This article provides the steps for creating a Salesforce user, a Marketing Cloud Account Engagement (Pardot) user, syncing the two users with Salesforce SSO, and setting up a connection between the Marketing Cloud Account Engagement (Pardot) user and Qualified.

Create a Salesforce User with an Identity User License to Connect with Qualified

Note: If you already have a Salesforce Integration user connected with Qualified, begin with "Create a Marketing Cloud Account Engagement (Pardot) User to Connect with Qualified"

1. From Salesforce Setup, go to Users. Click New User.

2. Complete the following fields for the Salesforce ⇔ Qualified Integration User.

• First Name: Qualified Pardot
• Last Name: Integration
• Alias: Tab through to auto-populate.
• Email: Choose a valid email address to receive the email with the link to activate the user and set a password.
• Username: Select a unique username. We recommend something like qualified-integration@ourcompany.com (with your company’s name).
• Nickname: Tab through to auto-populate.
• Role: Leave as <None Selected>.
• User License: Identity
• Profile: Identity User

3. Click Save.
4. Check the email inbox for the activation email from Salesforce. Click the link in the email to set and confirm the password.

Create a Marketing Cloud Account Engagement (Pardot) User to Connect with Qualified

1. Click the gear icon, select Marketing Setup.

2. Under User Management in the left sidebar, click Users. Then click +Add User in the main panel.

3. Create a new Marketing Cloud Account Engagement (Pardot) user for connection with Qualified.

• First Name: Qualified Pardot
• Last Name: Integration
• Email: admin@{yourcompanydomain} (a valid email for your admin)
• Leave the default values in the next several fields.
• CRM Username: Select the Salesforce user you created in the previous step: qualified-integration@{yourcompanydomain}. 

Note: If you do not see the Salesforce ⇔ Qualified integration username in the drop-down, click the refresh button to refresh the Salesforce user list in Pardot and try again.

• Role: Administrator
• Deselect the Email Preferences boxes.
• Click Create User to save the new Pardot ⇔ Qualified integration user.
• Scroll down past the HTML and Text signatures (not needed) and complete the timezone, locale, language.

4. Once you create the Pardot integration user, click Enable Salesforce single sign-on in the resulting screen to sync the Salesforce and Pardot integration users.

Find Your Pardot Business Unit ID

1. From Salesforce Setup, go to Account Engagement on the left-hand side panel. 

2. Copy the 18-digit Business Unit ID. You'll need it in just a minute.

Establish Your Marketing Cloud Account Engagement (Pardot) Connection in Qualified

1. In the Qualified icon menu on the left, click the gear icon to access settings.

2. Scroll to the Integrations section in Qualified Settings, navigate to Pardot and click Connection.

3. Click Connect to Pardot. Note: Qualified does not support connecting to Pardot Sandbox instances, so connection must be made to Production.

4. Enter the Marketing Cloud Account Engagement (Pardot) Business Unit ID you just copied.

Note: For additional instructions on how to find your business unit ID, hover over the (?) tooltip.

5. Click Connect.
6. Enter the Salesforce username and password you created for the Salesforce ⇔ Qualified integration user. With “Remember me” selected, click Log In.

7. Click Allow to complete the connection between Qualified and Marketing Cloud Account Engagement (Pardot) (via the Salesforce SSO process). 

You should now have Qualified and Marketing Cloud Account Engagement (Pardot) connected.