Integrate Salesforce Pardot Data into Automated Tasks with Power Automate

Microsoft Power Automate is an online service that automates events (known as workflows) across the most common apps and services. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Salesforce Pardot data for visualizations, dashboards, and more. This article shows how to connect to Connect Cloud from Power Automate and integrate live Salesforce Pardot data into your workflows and tasks.

CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Salesforce Pardot, allowing you to easily integrate with live Salesforce Pardot data in Power Automate — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Automate and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Salesforce Pardot, leveraging server-side processing to quickly return Salesforce Pardot data.

Configure Salesforce Pardot Connectivity for Power Automate

Connectivity to Salesforce Pardot from Power Automate is made possible through CData Connect Cloud. To work with Salesforce Pardot data from Power Automate, we start by creating and configuring a Salesforce Pardot connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Salesforce Pardot" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Salesforce Pardot.

   Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

   • ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
   • User: The Username of the Salesforce Pardot account.
   • Password: The Password of the Salesforce Pardot account.
   • UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
   • IsDemoAccount (optional): Set to TRUE to connect to a demo account.

   Accessing the Pardot User Key

   The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Salesforce Pardot Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Salesforce Pardot data from Power Automate.

Connecting to CData Connect Cloud

To use Connect Cloud to integrate Salesforce Pardot data into your Power Automate tasks, you need a new SQL Server connection:

1. Log in to Power Automate
2. Click Data -> Connections -> New connection
3. Select SQL Server
4. In the connection wizard:
   
   
   • Choose to connect directly
   • Set SQL server name to tds.cdata.com
   • Set SQL database name to the name of the Salesforce Pardot connection (e.g. SalesforcePardot1)
   • Set Username to a Connect Cloud user (e.g. user@mydomain.com)
   • Set Password to the PAT for the above user
   • Click Create

Integrating Salesforce Pardot Data into Power Automate Tasks

With the connection to Connect Cloud configured, you are ready to integrate live Salesforce Pardot data into your Power Automate tasks.

1. Log in to Power Automate
2. Click My flows -> New flow and choose to create the flow from blank or template
3. Add (or configure) a SQL Server action (like Get rows) and configure the action to connect to your Connect Cloud connection
4. Select a Table to work with (from the drop-down menu) and configure any advanced options (like filters, orders, etc)
5. Configure any actions to follow and test, then save the flow

SQL Access to Salesforce Pardot Data from Cloud Applications

Now you have a direct connection to live Salesforce Pardot data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Salesforce Pardot data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.

Related Power Automate Articles

This article walks through using CData Connect Cloud with Power Automate (Online). Check out our other articles for more ways to work with Power Automate Desktop:

• Salesforce Pardot Data in Power Automate Desktop using CData Connect
• Salesforce Pardot Data in Power Automate Desktop via ODBC