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Initial setup for Salesforce Pardot Reader

Verifying the Salesforce Pardot Reader configuration

Use the following cURL commands (see Using cURL in the REST Examples and curl.haxx.se) to verify your configuration and get information about available resources and sObjects.

  1. Get an access token using the Salesforce login URL.

    curl https://login.salesforce.com/services/oauth2/token -d "grant_type=password" \
-d "client_id=<your consumer key>" -d "client_secret=<your consumer secret>" \
-d "username=<your username>" -d "password=<your password>"

  2. Using the access token returned by that command, test the REST API URL for your organization. The instance is typically the first part of the URL you see in your browser when logged into Salesforce, such as "mycompany" in mycompany.salesforce.com. Alternatively, ask your Salesforce technical administrator for access to a connected app. (For more information, see Understanding the Username-Password OAuth Authentication Flow.)

    If you do not have a proxy server:

    curl https://<your Salesforce instance>.salesforce.com/services/data/ \
-H 'Authorization: Bearer <token>'

    If you have a proxy server (change the proxy server URL to match yours):

    curl -x http://mycompany.proxy.server.com:8080/ \
https://<your Salesforce instance >.salesforce.com/services/data/ \
-H 'Authorization: Bearer <token>'

  3. List available REST resources and sObjects (see List Available REST Resources and Get a List of Objects).

    curl https://<your Salesforce instance>.salesforce.com/services/data/v41.0 \
-H 'Authorization: Bearer <token>'
curl https://<your Salesforce instance>.salesforce.com/services/data/v41.0/sobjects \
-H 'Authorization: Bearer <token>'

For additional information, see Salesforce's REST API Developer Guide .

Configuring OAuth for Salesforce Pardot Reader

Authenticating Striim to Salesforce Pardot requires an active Salesforce account, a license for Salesforce Pardot, and a Striim app connected to Salesforce. Add the pardot_api OAuth scope to the connected app.

Configuring OAuth for automatic authentication token renewal

  1. From the connected app, get the values of the Consumer Key and Consumer Secret.

  2. In the Salesforce Pardot Reader, set the values of the Consumer Key and Consumer Secret.

  3. Generate a security token following the instructions in Salesforce documentation.

  4. In the Salesforce Pardot Reader, set the value of the Security token.

Configuring OAuth for manual authentication token renewal

  1. Generate an authentication token using the following command:

    curl https://login.salesforce.com/services/oauth2/token -d "grant_type=password"\
 -d "client_id=<your consumer key>"\
 -d "client_secret=<your consumer secret>"\
 -d "username=<your username>"\
 -d "password=<your password>"

  2. In the Salesforce Pardot Reader, set the value of the authentication token.

  3. Generate a security token following the instructions in Salesforce documentation.

  4. In the Salesforce Pardot Reader, set the value of the Security token.