Automate Salesforce Pardot Data Replication to Azure Synapse

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Salesforce Pardot data into your Azure Synapse instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Azure Synapse as a Replication Destination

Using CData Sync, you can replicate Salesforce Pardot data to Azure Synapse. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Azure Synapse as a destination.
3. Enter the necessary connection properties. To connect to Azure Synapse, provide authentication properties (see below) and set the following properties to connect to a Azure Synapse database:
   • Server: The server running Azure. You can find this by logging into the Azure portal and navigating to Azure Synapse Analytics -> Select your database -> Overview -> Server name.
   • Database: The name of the database, as seen in the Azure portal on the Azure Synapse Analytics page.

   Using SQL Password Authentication

   To authenticate to Microsoft SQL Server using standard authentication, set the following:

   • User: The username provided for authentication with Azure.
   • Password: The password associated with the authenticating user.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Salesforce Pardot Connection

You can configure a connection to Salesforce Pardot from the Connections tab. To add a connection to your Salesforce Pardot account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Salesforce Pardot).
3. Configure the connection properties.
   
   

   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 Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Salesforce Pardot data to PostgreSQL.