After gathering Pardot credentials here, you can configure the connector in Lattice.
Step 1: Select the Pardot connector and click Create
Step 2: Configure Pardot authentication in Lattice
From the “Create” screen click the dropdown arrow and select “add a new account”
You will need to provide Lattice details around the Pardot environment you are connecting. You should follow the previous steps on finding this information before proceeding.
Name the authentication, I.e. “MyBusinessName Pardot Production”
Select whether the Salesforce environment that contains your Pardot instance is a production or sandbox environment.
Select whether the Pardot environment is a production instance or developer/sandbox environment.
Add your business unit ID from the information you gathered in Pardot in the previous step.
You will then be prompted in a pop-up to create the authentication with your Salesforce/Pardot username and password. You can use this to validate you chose the right type of environment, as this will fail if you chose sandbox settings for a production environment. You will likely already see a list of authentications to choose from in Salesforce if you currently are authenticated to Salesforce.
Step 3: Map fields from Lattice to Pardot
Once your authentication is complete, you can proceed to field mapping. You will first be able to map an account ID in Lattice to your account ID in Pardot; and/or a contact ID between Lattice and Pardot. Both fields are optional, and Lattice will join on prospect email address
You can then map additional attributes between Lattice and Pardot, based on your attribute groups. At a minimum you will need to choose an attribute group with the email field in Lattice mapped to the field you use for email address in Pardot. However you can add up to 1,000 other fields in Lattice that are in the attribute group selected, provided you choose a corresponding field in Pardot.
Step 4: Save connector.
Once you've completed your mappings you can click finish to exit the wizard and begin launching campaigns.