Overview
Use the Reachdesk integration to connect your account to a Salesforce Marketing Cloud Account Engagement (formerly known as Pardot) business unit. This connection allows you to sync gifting activity and send Reachdesk gifts directly through your marketing automation workflows.
Before you start
Per-User Connection: This integration is established on a per-user basis. Each user wanting to use these features must authorize their own account.
Permissions: Ensure your Salesforce user profile has the API Enabled permission.
Requirements: You will need your Business Unit ID to complete the connection.
Connect Pardot in Reachdesk
In Reachdesk, navigate to Account > Integrations from the left-side menu.
Locate the Pardot card and click Link Account.
Enter your Business Unit ID when prompted.
Click Continue.
Sign in using your credentials.
Review the requested permissions and click Allow.
Once authentication is complete, you will be redirected back to the Reachdesk Integrations page.
Sandbox Environments: If you are testing in a sandbox, select Advanced Options on the integration card before clicking Link Account to toggle the sandbox setting.
Find your Business Unit ID
If you don't have your ID handy, you can find it in Salesforce Setup using one of these methods:
Option 1: Account Engagement Setup
Log in to Salesforce.
Go to Setup > Marketing > Account Engagement > Business Unit Setup.
Copy the Business Unit ID for the specific account you want to connect.
Option 2: Quick Find Search
In Salesforce Setup, enter "Business Unit" in the Quick Find box.
Select Business Unit Setup.
Copy the Business Unit ID located next to your Business Unit Name.
Comments
0 comments
Please sign in to leave a comment.