Authenticate to Salesforce Pardot (Account Engagement) using Salesforce SSO OAuth and execute a Prospect query with the v5 API including custom field filters

domain: salesforce.com · 5 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Obtain a Salesforce OAuth access token via the standard Connected App OAuth flow; Pardot no longer accepts standalone Pardot credentials as of the v5 API
  2. Include the Pardot Business Unit ID in every API request header as 'Pardot-Business-Unit-Id: {businessUnitId}'; retrieve the business unit ID from the Salesforce org via /services/data/vXX.0/pardot/businessunits
  3. GET https://pi.pardot.com/api/v5/objects/prospects?fields=id,email,score,custom_field_api_name&filter_eq[grade]=A to query prospects with filter conditions on standard and custom fields
  4. Parse the 'data' array and 'nextPageToken' from the response; re-issue the request with 'pageToken={nextPageToken}' to paginate
  5. PATCH https://pi.pardot.com/api/v5/objects/prospects/{id} with a JSON body to update custom field values on individual records

Known gotchas

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