Salesforce Pardot External Client App

  • Log in to Salesforce CRM Production or Sandbox as a System Administrator.
  • Go to ‘Setup’ -> ‘Apps’ -> ‘App Manager’.
  • Click the ‘New External Client App’ button.
  • Basic Information
    • External Client App Name: Add an external client app name, such as ‘Form Integration’.
    • API Name: Add an API name, such as ‘Form_Integration’.
    • Contact Email: Add a contact email.
  • API (Enable OAuth Settings)
    • Enable OAuth: Check the ‘Enable OAuth’ checkbox.
    • App Settings
      • Callback URL: Add a callback URL.
        • For Gravity Forms: Go to ‘WordPress Site’ -> ‘Admin’ -> ‘GF – Pardot’ -> ‘Configuration’, you can see the Callback URL.
        • For Contact Form 7: Go to ‘WordPress Site’ -> ‘Admin’ -> ‘CF7 – Pardot’ -> ‘Configuration’, you can see the Callback URL.
      • OAuth Scopes: Select the ‘Manage Pardot services (pardot_api)’ and ‘Perform requests at any time (refresh_token, offline_access)’ options.
    • Security: Deselect the ‘Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows’ checkbox.
  • Click on the ‘Create’ button.
  • In the ‘Policies’ tab, click the ‘Edit’ button.
    • Click the ‘OAuth Policies’.
      • App Authorization
        • Refresh Token Policy: Select ‘Refresh token is valid until revoked’ option.
        • IP Relaxation: Select ‘Relax IP restrictions’ option.
  • Click on the ‘Save’ button.
  • In the ‘Settings’ Tab: Click the ‘OAuth Settings’.
    • Click the ‘Consumer Key and Secret’ button to get the consumer key and consumer secret.