Create Salesforce Pardot-Connected Business Apps in AppSheet

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CData Connect



Use CData Connect Cloud to connect to Salesforce Pardot from AppSheet and build custom business apps using live Salesforce Pardot data.

AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Salesforce Pardot data for business applications. This article shows how to create a virtual database for Salesforce Pardot in Connect Cloud and build a simple app from Salesforce Pardot data in AppSheet.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Salesforce Pardot, allowing you to build reports from live Salesforce Pardot data in AppSheet — without replicating the data to a natively supported database. As you create applications to work with data, AppSheet generates SQL queries to gather data. 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 quickly return the requested Salesforce Pardot data.

Create a Virtual MySQL Database for Salesforce Pardot Data

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

  1. Log into Connect Cloud and click Databases.
  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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Salesforce Pardot data from AppSheet.

Connect to Salesforce Pardot in AppSheet

The steps below outline connecting to CData Connect Cloud from AppSheet to create a new Salesforce Pardot data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source
  4. Select Cloud Database and set the connection information
    • Type: MySQL
    • Server: the endpoint for your instance, including port, for example, myinstance.cdatacloud.net:3306
    • Database: the virtual database, for example, SalesforcePardot1
    • Username: a Connect Cloud user with permissions for the database
    • Password: the password for the above Connect Cloud user
    • SSL: Require SSL
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for Salesforce Pardot, you can start building apps on Salesforce Pardot data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source (e.g., database-1)
  4. Select the table or view with the data you want

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try the CData Connect Cloud.