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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

  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