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Visualize Salesforce Pardot Data in TIBCO Spotfire through ADO.NET

Integrate Salesforce Pardot data into dashboards in TIBCO Spotfire.

This article walks you through using the CData ADO.NET Provider for Salesforce Pardot in TIBCO Spotfire. You will establish a connection and create a simple dashboard.

  1. Add the CData ADO.NET data source by clicking Add Data Tables.
  2. Click Add -> Database.
  3. Select the provider and click Configure.
  4. Define the connection settings. Below is a typical connection string:

    ApiVersion=4;User=YourUsername;Password=YourPassword;UserKey=YourUserKey;

    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.

    When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  5. Select the tables that you want to add to the dashboard. This example uses Prospects. You can also specify an SQL query. The driver supports the standard SQL syntax.
  6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

    If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

  7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Email in the Numbers section and Id in the Categories section.

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.