TrailblazerDX 22 - Build Powerful Marketing Integrations

Description

This code sample was used during a TrailblazerDX 2022 Presentation to demonstrate how the Pardot V5 API can be leveraged from within Salesforce.

Setting it up

Requirements: You will need a Salesforce Org which has Pardot provisioned and set up, including Connected Campaigns.

Prepare your Salesforce Environment

1. Create an Integration User (if required)
2. Create Salesforce Self-Signed Certificate
3. Create a Connected App, allowing our User to be pre-authorized
4. Create Named Credential with name APEX_Pardot_Credential which connects to your Pardot instance

Deploy the Project

1. Setup your environment

   • Install Salesforce CLI

2. Authorize your Salesforce org and provide it with a nickname (myorgNickname in the commands below)

   # Production: likely the command that will work for you
   sfdx force:auth:web:login -s -a myorgNickname
   
   # Sandbox: if you are using a sandbox, use this:
   sfdx force:auth:web:login -s -a myorgNickname -r https://test.salesforce.com
   
   # Custom Login URL: if you want to specify a company specific login URL, use this command
   sfdx force:auth:web:login -s -a myorgNickname -r https://mycompanyloginurl.my.salesforce.com
   

3. Run this command in a terminal to deploy the APEX Classes & Flow

   # Production: Simple Command, hope it works!
   sfdx force:source:deploy --manifest package.xml -u myorgNickname
   

   If you have failing APEX tests, OR if you have hundreds of tests, you can limit the scope of the testing to 1 class that passes.

   # Production: Command above failed due to APEX Tests
   # (replace "NameOfAnyTestThatPassesHere" with name of a passing test class)
   sfdx force:source:deploy --manifest package.xml --testlevel RunSpecifiedTests -r NameOfAnyTestThatPassesHere -u myorgNickname
   
   # Sandbox: In a sandbox, we don't need tests to deploy
   sfdx force:source:deploy --manifest package.xml -u myorgNickname
   

Project Information

APEX Classes

• PardotCampaignAction - Provides Flow Action to retrieve Pardot Campaign information based on Campaign Name
• PardotCustomRedirectAction - Provides Flow Action to create a Pardot Custom Redirect

Flows

• Custom Redirect App - Provides an example of how to integrate the 2 Pardot-based actions into a Screen Flow