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Salesforce Pardot KPI Dashboard Software

Pardot
Dashboard and Reporting Software

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Pardot is a comprehensive marketing automation software by Salesforce that enables businesses to streamline and automate their marketing efforts, including lead management, email campaigns, social media marketing, and analytics, all in one user-friendly platform.

Track and analyze your marketing and sales automation from Pardot.

Pardot is a marketing automation platform from Salesforce. It offers three pillars of B2B sales in one place: email automation, targeted email campaigns, and lead management. 

Connect Pardot with Databox and monitor all of your lead generation, email nurturing, and sales automation efforts in one place. One of the key benefits of Databox is that it allows you to combine multiple data sources in one place and view them anytime, anywhere. This will help you maximize the impact of your efforts, take action, remain organized, and stay in control of complex marketing and sales processes.

Get started in minutes. Connect your Salesforce Pardot account and choose from any of the metrics below to create a new dashboard or add to an existing one. Looking for the easiest way to set it up? We recommend downloading the pre-built Salesforce Pardot dashboard template below. This template comes pre-built with popular metrics and visualizations –no design or coding needed.

  • Metrics & Templates
  • Tech details
  • Handling errors
  • Help Articles
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dashboard templates2

  • Live view

    Wistia Performance Overview

    Get a detailed overview on the performance of your projects and indivusual videos.

    Wistia
  • Live view

    Social Media Performance

    This template is perfect for clients who want a general overview of their social media performance without getting into too much detail. This will summarize how their brand is doing within the social community.

    X (Twitter)WistiaLinkedIn Company PagesFacebook Pages

Basics

  • Category
    Marketing Automation
  • Description
    Pardot is a comprehensive marketing automation software by Salesforce that enables businesses to streamline and automate their marketing efforts, including lead management, email campaigns, social media marketing, and analytics, all in one user-friendly platform.
  • Status
    stable
  • Date added
    2020-10-01

API Details

Metric Builder

  • Metric builder available
    No
  • An error gets displayed when attempting to connect Salesforce Pardot Data Source in Databox

    Double-check that the following steps were taken:
    1. Before the creation of the Pardot OAuth App, was the Salesforce account linked with the Pardot account properly?

    2. In the connection process, was each step from this help article followed precisely? Was the Pardot Business Unit ID provided? Was the Pardot OAuth App created?

    3. Verify that the Pardot OAuth App user (the one that created the Pardot OAuth App and whose Salesforce credentials are used by Databox to connect the Pardot Data Source) has System Admin or Developers permissions for Salesforce Lightning.

    4. Confirm that the Salesforce account that is being connected is one of the following editions with API access:
    – Enterprise Edition
    – Unlimited Edition
    – Developer Edition
    – Performance Edition

    5. Confirm that the User, who is connecting the Data Source, can see the ‘App Manager’ in their Pardot account. This will confirm that the given user has the permissions needed to make the connection.

    Users need to navigate to the ‘App Manager’ in their Pardot account and make sure to uncheck the field ‘Require Proof Key for Code Exchange (PKCE) Extension for Support Authorization Flows’. To connect Pardot to Databox, this checkbox needs to be unchecked in the Pardot account.

    6. The only checkbox that needs to be checked in the Pardot account to connect Pardot in Databox is ‘Require Secret for Web Server Flow’.

    If all these conditions are met and there is still an issue with connecting the Pardot Data Source, please reach out to the Customer Support team for further assistance.

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