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Salesforce Pardot Connector

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Overview

Etlworks Salesforce Pardot connector allows the fastest and easiest way to connect to real-time Salesforce Pardot data. The connector works just like any other connector for connected app.

Etlworks partnered with CData to provide access to Salesforce Pardot using industry-standard JDBC protocol. Read about CData Salesforce Pardot JDBC connector.

When to use Salesforce Pardot connector

Use this connector to create Flows that extract data and load data into Salesforce Pardot.

Prerequisites

Enable the Salesforce Pardot connector for your Etlworks account. Contact support@etlworks.com to enable the connector.

Create a Connection

Here are two easy steps in creating a Connection:

Step 1. In the Connections window, click +, and type in salesforce pardot.

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Step 2. Enter Connection parameters:

  • Authentication type: select authentication type, either OAuth (default) or Security token.

When using OAuth authentication (default):

  • OAuth Token: sign in with Salesforce.

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When using Security token authentication:

  • User: the email address of the Salesforce user.
  • Password: the password (do not append security token to the password).
  • Security Token: the security token. Read what a Salesforce security token is and how to find it.

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Use Other parameters to specify the Connection string options. Read about available Connection string options.

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Work with Salesforce Pardot

Salesforce Pardot Data Model

Key Features

  • The connector models Salesforce Pardot entities like documents, folders, and groups as relational views, allowing you to write SQL to query Salesforce Pardot data.
  • Stored procedures allow you to execute operations to Salesforce Pardot, including retrieving the access token and keeping it refreshed in OAuth 2.0.
  • Live connectivity to these objects means any changes to your Salesforce Pardot account are immediately reflected when using the driver.

Read about the data model.

Stored procedures

Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the retrieval of the data is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return back a dataset that contains the collection of tuples that constitute the response.

Read about available stored procedures in the data model.  

To call stored procure from the SQL Flow or from Before/After SQL, use EXEC sp_name params=value. Example:

EXECUTE my_proc @second = 2, @first = 1, @third = 3;

SQL Compliance

The connector supports several operations on data, including querying, deleting, modifying, and inserting.

Read about SQL Compliance.

Extract data from Salesforce Pardot

Note: Extracting data from Salesforce Pardot is similar toextracting data from the relational database.

Here's how you can do this:

Step 1. Create Salesforce Pardot Connection which will be used as a source (FROM).

Step 2. Create a destination Connection, for example, a Connection to the relational database, and if needed, a Format (Format is not needed if the destination is a database or well-known API).

Step 3. Create a Flow where the source is a connected app, and the destination is a Connection created in step 2, for example, a relational database.

Step 4. Add a new source-to-destination transformation.

Step 5. Select the Salesforce Pardot Connection created in step 1 as a source Connection and select the data object you are extracting data from.

Step 6. Select TO Connection, Format (if needed), and object (for example database table) to load data into.

Step 7. Click MAPPING and optionally, enter Source query (you don't need a query if you are extracting data from the Salesforce Pardot data object unconditionally).

Step 8. Optionally, define the per-field Mapping.

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Step 9. Add more transformations if needed.

Load data in Salesforce Pardot

Note: Loading data in Salesforce Pardot is similar toloading data into a relational database.

Here's how you can do this:

Step 1. Create a source Connection and a Format (if needed).

Step 2. Create a destination Salesforce Pardot Connection.

Step 3. Create a Flow where the destination is a connected app.

Step 4. Add new source-to-destination transformation.

Step 5. Select FROM and TO Connections and objects (also a FROM Format if needed).

Step 6. Optionally, define the per-field Mapping.

Step 7. Add more transformations if needed.

Browse data in Salesforce Pardot

You must have a Salesforce pardot Connection to browse objects and run SQL queries.

Use the Etlworks Explorer to browse data and metadata in Salesforce pardot as well as execute DML and SELECT queries against the Salesforce Pardot Connection.

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