Actionally awaiting a call4/4/2023 Today I was digging through some unit tests in our flutter project that seemed to be failing on my machine but not necessarily in other places like our build pipeline. We’ve got a sample APEX class here that gives you all the structural ingredients you need to make this work, you just have to fill in what you want it to actually do.Flutter unit testing with native channels If the above aren’t an option, it’s time to break out your development skills (or work with someone who has them). Code option to get started with Pardot External Actions The Trailhead Module on External Services is a great way to learn how to get started. When working with another API, and if that API supports the OpenAPI protocol, you can use Salesforce External Services to hook things up. This option is also great for creating Salesforce Records of any object type (keeping in mind you are limited to text input types in Pardot). If this isn’t available for you, first look at seeing if you can make an Autolaunched Flow that can meet your needs. This could be your quickest way to being able to use an External Action. If you are looking to integrate with a third-party system, you might luck out on #1 and be able to leverage something built by that third-party in their Salesforce package. No-code options to configure Pardot External Actions Marketing App Extensions have been configured inside Salesforce Setup.You need something in Salesforce that can “do the thing” you want.To set up an External Action, there are 2 key pieces: How can I set up a Pardot External Action? In the screenshot below, we are using HML to pull this value from a Prospect’s record, though you can also provide static text if you want to say everyone’s favorite color is Sercante Green. Once you pick “Track Favorite Color” you have the ability to provide a value. So, you may need to take the API limits of Salesforce AND your external system into consideration.įor this blog post, we built an External Action that tracks Favorite Color. It is also not “bulkified,” meaning it will make an API call for EACH Prospect. It does this in a “fire and forget” manner, so there’s no error handling inside your Engagement Studio Program. When the Engagement Studio Program is running and hits your action, Pardot will call into Salesforce (via API behind the scenes), and call the functionality. Depending on the action, you may need to provide additional information through text inputs. Once an External Action is built, it will appear as an Action option in an Engagement Studio Program. With External Actions, you can send data to third-party systems so they can do cool things. With Pardot External Activities, you can receive data from third-party systems to use in Pardot. It’s important to note that there’s a similarly named feature called External Activities. While there are some considerations (detailed later in this post), External Actions are a great way to plow through the barriers that have prevented you from automating your entire workflow.
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