Connect to Live Salesforce Pardot Data in PostGresSQL Interface through CData Connect Cloud

There are a vast number of PostgreSQL clients available on the Internet. PostgreSQL is a popular interface for data access. When you pair PostgreSQL with CData Connect Cloud, you gain database-like access to live Salesforce Pardot data from PostgreSQL. In this article, we walk through the process of connecting to Salesforce Pardot data in Connect Cloud and establishing a connection between Connect Cloud and PostgreSQL using a TDS foreign data wrapper (FDW).

CData Connect Cloud provides a pure SQL Server interface for Salesforce Pardot, allowing you to query data from Salesforce Pardot without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Salesforce Pardot, leveraging server-side processing to return the requested Salesforce Pardot data quickly.

Connect to Salesforce Pardot in Connect Cloud

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

1. Log into Connect Cloud, click Sources, and then 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

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the 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 and a PAT generated, you are ready to connect to Salesforce Pardot data from PostgreSQL.

Build the TDS Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL. The tds_fdw extension is used as an example (https://github.com/tds-fdw/tds_fdw).

1. You can clone and build the git repository via something like the following view source:

   sudo apt-get install git
   git clone https://github.com/tds-fdw/tds_fdw.git
   cd tds_fdw
   make USE_PGXS=1
   sudo make USE_PGXS=1 install
   

   Note: If you have several PostgreSQL versions and you do not want to build for the default one, first locate where the binary for pg_config is, take note of the full path, and then append PG_CONFIG= after USE_PGXS=1 at the make commands.
2. After you finish the installation, then start the server:

   sudo service postgresql start
   

3. Then go inside the Postgres database

   psql -h localhost -U postgres -d postgres
   

   Note: Instead of localhost you can put the IP where your PostgreSQL is hosted.

Connect to Salesforce Pardot data as a PostgreSQL Database and query the data!

After you have installed the extension, follow the steps below to start executing queries to Salesforce Pardot data:

1. Log into your database.
2. Load the extension for the database:

   CREATE EXTENSION tds_fdw;
   

3. Create a server object for Salesforce Pardot data:

   CREATE SERVER "SalesforcePardot1" FOREIGN DATA WRAPPER tds_fdw OPTIONS (servername'tds.cdata.com', port '14333', database 'SalesforcePardot1');
   

4. Configure user mapping with your email and Personal Access Token from your Connect Cloud account:

   CREATE USER MAPPING for postgres SERVER "SalesforcePardot1" OPTIONS (username '[email protected]', password 'your_personal_access_token' );
   

5. Create the local schema:

   CREATE SCHEMA "SalesforcePardot1";
   

6. Create a foreign table in your local database:

   #Using a table_name definition:
   
   CREATE FOREIGN TABLE "SalesforcePardot1".Prospects  (      
   id varchar,      
   Email varchar)      
   SERVER "SalesforcePardot1"
   OPTIONS(table_name 'SalesforcePardot.Prospects', row_estimate_method 'showplan_all');
   
   #Or using a schema_name and table_name definition:
   
   CREATE FOREIGN TABLE "SalesforcePardot1".Prospects (      
   id varchar,      
   Email varchar)      
   SERVER "SalesforcePardot1"
   OPTIONS (schema_name 'SalesforcePardot', table_name 'Prospects', row_estimate_method 'showplan_all');
   
   #Or using a query definition:
   
   CREATE FOREIGN TABLE  "SalesforcePardot1".Prospects (
   id varchar,      
   Email varchar)      
   SERVER "SalesforcePardot1"
   OPTIONS (query 'SELECT * FROM SalesforcePardot.Prospects', row_estimate_method 'showplan_all');
   
   #Or setting a remote column name:
   
   CREATE FOREIGN TABLE "SalesforcePardot1".Prospects (
   id varchar,
   col2 varchar OPTIONS (column_name 'Email'))
   SERVER "SalesforcePardot1"
   OPTIONS (schema_name 'SalesforcePardot', table_name 'Prospects', row_estimate_method 'showplan_all');
   

7. You can now execute read/write commands to Salesforce Pardot:

   SELECT id, Email
   FROM "SalesforcePardot1".Prospects;
   

More Information & Free Trial

Now, you have created a simple query from live Salesforce Pardot data. For more information on connecting to Salesforce Pardot (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Salesforce Pardot data in PostgreSQL.