This guide contains all permissions and requirements for connecting your Salesforce Account Engagement (Pardot) data to Supermetrics.
You can connect to data sources from the Data sources page on the Supermetrics Hub. On the Hub, you can also share an authentication link to connect to a data source you don't have direct access to.
After you connect to the data source on the Hub, you can use the data source connection in all available destinations.
Required permissions
To connect Salesforce Account Engagement (Pardot) to Supermetrics, you need:
- A user account in a Salesforce instance that's connected to Salesforce Account Engagement
- A Salesforce Account Engagement business unit ID
- A Salesforce Account Engagement instance that's capable of using V4 and V5 of Account Engagement API
AMPSEA is required for using V4 and V5 of the Account Engagement API. If you see the following error message, it's likely you don't have AMPSEA enabled for your Salesforce Account Engagement instance. Learn more about AMPSEA in Salesforce documentation.
- Account Engagement error: 89 Your account is unable to use version 4 of the API.
How to find a business unit ID
- Log in to Salesforce.
- On the top right-hand side, click Setup.
- In the left-hand menu, navigate down to Platform Tools → Account Engagement → Business Unit Setup.
- Copy the Business unit ID and Business unit name to your notepad. Keep them safe — you'll need them when you connect to Salesforce Account Engagement (Pardot) in Supermetrics for the first time.
Connection instructions
When connecting to Salesforce Account Engagement (Pardot), you need to provide your business unit ID and business unit name.
- Select the Salesforce Account Engagement (Pardot) data source on the Supermetrics Hub or in the data destination.
- Enter your business unit ID and business unit name.
- If prompted, choose to make this connection shared or private.
- Click Start.
- In your data destination, select the accounts you'd like to include in your reports.
See detailed instructions on how to connect to a data source from the Supermetrics Hub.
You can also connect to Salesforce Account Engagement (Pardot) from these destinations:
- Google Sheets: How to log in to a Supermetrics data source in Google Sheets
- Looker Studio: How to connect data sources to Looker Studio
- Excel: How to connect data sources to Excel with Supermetrics
- Power BI: How to create your first Supermetrics query for Power BI
- The Supermetrics API: How to use the Query Manager
- Data warehouse and cloud storage (Hub): How to create a transfer