Salesforce Account Engagement (Pardot)ProImproved in 5.18+

Create prospects with standard and custom fields in Salesforce Marketing Cloud Account Engagement, formerly Pardot. Freeform uses Salesforce OAuth and version 4 of the Account Engagement API.

Existing connections and mappings still work. Salesforce menus, permissions, and API URLs may still use the Pardot name.

Connect your account

1

Copy Freeform's OAuth Callback URL. Follow the app setup instructions below.

2

Enter the app's consumer key as Client ID and consumer secret as Client Secret.

3

Enter your Business Unit ID. Find it under Business Unit Setup in Salesforce Setup, or ask your administrator. Use the 18-character ID starting with 0Uv.

4

Keep the default Salesforce login options unless your administrator specifies another login server.

5

Save the integration and click Authorize. Sign in with a Salesforce user who has Account Engagement access and approve the requested permissions.

Set up a Salesforce app

Use an External Client App for new connections. See Salesforce's Account Engagement quick start.

1

In Salesforce Setup, search for External Client Apps and open the app manager. Create an app for Freeform and enable OAuth.

2

Paste Freeform's exact OAuth Callback URL into the callback URL field.

3

Add these OAuth scopes:

• pardot_api for Account Engagement. Salesforce may call it Manage Pardot services or Access Pardot services.
• api for Salesforce API access.
• refresh_token to keep the connection authorized. It may appear alongside offline_access.

4

Enable the authorization code / web server flow with PKCE and a client secret.

5

Save the app and copy its consumer key and secret from the OAuth settings into Freeform.

Your organization's policies must allow the user to access the app. New apps can take up to 15 minutes to become available. See Salesforce's OAuth settings guide.

Use an existing Connected App

You can keep a working Connected App. In Salesforce App Manager, check that OAuth is enabled, the callback URL matches Freeform's, and the scopes above are included. Use the consumer key and secret as Client ID and Client Secret.

Use an External Client App for new connections. See Salesforce's Connected App guidance.

Choose a Salesforce login server

Under Salesforce login options, choose where to authorize the connection:

• Standard login: leave both options off to use https://login.salesforce.com.
• Use Salesforce sandbox login: use https://test.salesforce.com.
• Use custom Salesforce login URL: enter a full URL in Salesforce login URL, such as https://mycompany.my.salesforce.com. This overrides the sandbox option.

These options change the login server only. Account Engagement API requests use the production endpoint at https://pi.pardot.com/api.

Map your form

1

In the form builder, open Integrations and choose Salesforce Account Engagement (Pardot) or the name you gave the connection.

2

Enable the integration and Map to Prospect.

3

Map the form's email field and other prospect fields. Enable Map to Custom for custom prospect fields, then save the form.

Troubleshoot authorization

• Match the Salesforce callback URL exactly to Freeform's OAuth Callback URL.
• Use the app's consumer key and secret, not a Salesforce username and password.
• Check that the Business Unit ID belongs to the business unit you want to use.
• Give the user Account Engagement access and permission to authorize the app.
• When moving to production, update the callback URL and authorize the connection on the production site.

See Salesforce's authentication guide for Account Engagement requirements.