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CData Connect Server

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DataBind Wijmo Grid to Salesforce Pardot Data


Provide real-time Salesforce Pardot data to interactive controls.

The Connect Server enables you to use Web services to connect to and query Salesforce Pardot data. This article details how to import an OData feed of Salesforce Pardot data into Wijmo Grid.

Configuring Connect Server

To work with live Salesforce Pardot data in Wijmo Grid, we need to connect to Salesforce Pardot from Connect Server, provide user access to the new virtual database, and create OData endpoints for the Salesforce Pardot data.

Add a Connect Server User

Create a User to connect to Salesforce Pardot from Wijmo Grid through Connect Server.

  1. Click Users -> Add
  2. Configure a User
  3. Click Save Changes and make note of the Authtoken for the new user

Connect to Salesforce Pardot from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open Connect Server and click Connections
  2. Select "Salesforce Pardot" from Available Data Sources
  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 Save Changes
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal).

Add Salesforce Pardot OData Endpoints in Connect Server

After connecting to Salesforce Pardot, create OData Endpoints for the desired table(s).

  1. Click OData -> Tables -> Add Tables
  2. Select the Salesforce Pardot database
  3. Select the table(s) you wish to work with and click Next
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Connect to Salesforce Pardot Data using Wijmo Grid

Create a Real-Time Grid

Follow the steps below to consume Salesforce Pardot data from the Wijmo JavaScript controls:

  1. Load the required Wijmo, jQuery, and Knockout libraries: 
    			
			<script src="http://code.jquery.com/jquery-1.11.1.min.js"></script>
			<script src="http://code.jquery.com/ui/1.11.0/jquery-ui.min.js"></script>

			<!--Theme-->
			<link href="http://cdn.wijmo.com/themes/aristo/jquery-wijmo.css" rel="stylesheet" type="text/css">

				<!--Wijmo Widgets CSS-->
				<link href="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.css" rel="stylesheet" type="text/css">

					<!--Wijmo Widgets JavaScript-->
					<script src="http://cdn.wijmo.com/jquery.wijmo-open.all.3.20161.90.min.js"></script>
					<script src="http://cdn.wijmo.com/jquery.wijmo-pro.all.3.20161.90.min.js"></script>
					<script src="http://cdn.wijmo.com/interop/wijmo.data.ajax.3.20161.90.js"></script>

					<!--Knockout JS Library-->
					<!-- Both of the links below can work -->
					<script src="http://cdn.wijmo.com/wijmo/external/knockout-2.2.0.js"></script>
					<!--<script src="http://cdn.wijmo.com/amd-js/3.20161.90/knockout-3.1.0.js"></script>-->

					<!--Wijmo Knockout Integration Library-->
					<script src="http://cdn.wijmo.com/interop/knockout.wijmo.3.20161.90.js"></script>
  2. Create a ViewModel and connect to it using the ODataView. You will need to replace the placeholder values for the URL of the API Server, an API Server user, and the authtoken for that user. 
    			
			<script id="scriptInit">
			$.support.cors = true;
			var viewModel;

			function ViewModel() {
			var prospectsView = new wijmo.data.ODataView("http://MyServer:MyPort/api.rsc/Prospects", {
			ajax: {
			dataType: "jsonp",
			username: "MyUser",
			password: "MyAuthtoken",
			data: { "$inlinecount": null }
			},
			pageSize: 10
			});
			prospectsView.refresh();
			prospectsView.nextPage();
			this.prospects = prospectsView;
			this.prevPage = function () {prospectsView.prevPage();};
			this.nextPage = function () {prospectsView.nextPage();};
			}

			$(document).ready(function () {
			viewModel = new ViewModel();
			ko.applyBindings(viewModel, $(".container").get(0));
			});
			</script>
  3. DataBind: Below is a simple table with some paging buttons, which you can paste into the body section of your markup. 
    			
			<h2>Connect to Live Salesforce Pardot Data in Real Time</h2>

			<h3>Prospects</h3>
			<div>
				<button title="previous page" class="pagebuttons" data-bind="click: prevPage, button: {}">
					<span class="ui-icon ui-icon-seek-prev" />
				</button>
				<button title="next page" class="pagebuttons" data-bind="click: nextPage, button: {}">
					<span class="ui-icon ui-icon-seek-next" />
				</button>
			</div>
			<table id="demo-grid" data-bind="wijgrid: { 
      data: prospects, 
      showFilter: true, 
      allowPaging: true,
      pagerSettings: { position: 'none'},
      columnsAutogenerationMode: 'append',
    }" >
			</table>

At this point, you may be prompted to re-enter the username and authtoken. After doing so, a resulting table or grid should appear, as seen below. You can filter and sort through pages of Salesforce Pardot data.

Free Trial & More Information

If you are interested in connecting to your Salesforce Pardot data (or data from any of our other supported data sources) from Wijmo Grid, sign up for a free trial of CData Connect Server today! For more information on Connect Server and to see what other data sources we support, refer to our CData Connect page.