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Requires a Salesforce user with admin access to Setup, and an Account Engagement business unit that is already enabled.

Find your Business Unit ID

The Business Unit ID identifies which Account Engagement business unit StackOne reads and writes. Every API call carries it, so a connection without it fails.

1

Open Business Unit Setup

Sign in to your Salesforce account, then open Setup.

  • Navigate to Platform Tools > Account Engagement > Business Unit Setup.
The Salesforce Setup tree with Business Unit Setup highlighted under Account Engagement
2

Copy the Business Unit ID

Each business unit is listed with its name and ID. Copy the Business Unit ID for the business unit you are connecting.

  • Format: an 18-character ID beginning with 0Uv
  • Example: 0Uvg8000000035xCAA
  • Paste it into the Pardot Business Unit ID field in StackOne Hub.
The Business Unit Setup page with the Business Unit ID field highlighted

Values StackOne generates for you

Two read-only fields appear in StackOne Hub once the account is connected. You do not look these up in Salesforce — StackOne fills them in, and you copy them into Salesforce only if you want Account Engagement to send events back to StackOne.

  • Native Webhook URL — the address Account Engagement posts events to. Paste it as the URL of a Salesforce Named Credential.
  • Webhook Auth Token — the token that authenticates those posts. Paste it as the value of the token authentication parameter on the matching External Credential.
  • Both stay empty until the account is connected, and neither is required to establish the connection.
1

Connect

  • Click Connect.
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup.
2

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

Next Steps

Webhooks setup

Configure receiving Events for Pardot into StackOne.