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Documentation Index

Fetch the complete documentation index at: https://docs.refold.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Pre-requisites

  1. Salesforce Developer Account.
  2. Pardot Business Unit setup completed. Know more about how to do this here.
  3. Required Settings for the App. You can find it in Overview.

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Creating an app in Pardot

To create a Pardot app and acquire the app credentials, please follow the steps mentioned below:
  1. Log in to your Salesforce dashboard with your developer account credentials.
  2. Click on the Gear icon in the top right and select Open Advanced Setup button.
Navigation for App setup
  1. Select Apps > App Manager options from the left side menu under Platform Tools section.
  2. Select New Connected App button in the setup page.
  3. Enter the basic details of your application
  4. Under API (Enable OAuth Settings), mark the Enable OAuth Settings checkbox.
  5. Enter the Callback URL as provided in your Pardot settings page in Refold. Go to your Apps catalog > Search for Pardot > Settings > Use your credentials > Callback Url.
  6. Select the required scopes, atleast the scopes selected in your Refold Pardot settings page.
  7. Enable the following App Settings, click on the Save button and click Continue.
    • Require Secret for Refresh Token flow
    • Enable Authorization Code and Credentials Flow
    • Enable Token Exchange Flow
    • Require Secret for Token Exchange Flow
    • Issue JSON Web Token (JWT)-based access tokens for named users
Setting up Pardot Developer app
  1. Click on the Manage Consumer Details button under the API (Enable OAuth Settings) section, verify your identity and copy the Consumer Key and Consumer Secret.
Getting Credentials

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Configuring credentials in Refold

App settings page lets you configure the authentication settings for an OAuth2 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Configuring Scopes

Refold lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section. For some applications Refold sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Refold also has the provision to add any custom scopes supported by the respective platform. OAuth Scopes Once the scopes has been added to the application in Refold, go to your Salesforce developer account dashboard and update the scopes as added on Refold. Navigate to Apps > App Manager > Select the OAuth App created for Refold > Click on the dropdown menu > Select Edit > Selected OAuth Scopes > Add the scopes as added in Refold and click on Save.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.