Create Salesforce Pardot-Connected Visualizations in Klipfolio

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CData Connect



Use CData Connect Cloud to connect to Salesforce Pardot from Klipfolio and build custom visualizations using live Salesforce Pardot data.

Klipfolio is an online dashboard platform for building real-time business dashboards for your team or your clients. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Salesforce Pardot data for visualizations, reports, and more. This article shows how to create a virtual database for Salesforce Pardot in Connect Cloud and build visualizations from Salesforce Pardot data in Klipfolio.

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 Klipfolio — without replicating the data to a natively supported database. As you create visualizations, Klipfolio 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 return the requested Salesforce Pardot data quickly.

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 Klipfolio.

Connect to Salesforce Pardot in Klipfolio

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

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MySQL as the Service
  4. Click "Create a custom MySQL data source"
  5. Configure the data source by setting the MySQL connection properties:
    • Host: your instance (e.g., myinstance.cdatacloud.net)
    • Port: 3306
    • Database: your database (e.g., SalesforcePardot1)
    • Driver: MySQL
    • Username: your CloudHub username
    • Password: your CloudHub password
    • SQL Query: any query to retrieve data (e.g., SELECT * FROM Prospects)
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the Salesforce Pardot data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

  1. Confirm that the model includes all columns you wish to work with
  2. Name your model
  3. (optional) Set the Description
  4. Set "Header in row" to 1
  5. Click the toggle to "Exclude data before row" and set the value to 2
  6. Click "Save and Exit"

Create a Klip

With the data modeled, we are ready to create a Klip (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

  1. Click "Create a Klip"
  2. Drag in a component
  3. For the Series, select the column whose count or aggregation you wish to visualize
  4. For the X Axis, select the column you wish to group by
  5. In the Properties tab for the X Axis, click the checkbox to "Group repeating labels"
  6. Click "Save"
  7. Set the Name & Description and click Save

SQL Access to Salesforce Pardot Data from Cloud Applications

Now you have a Klip built from live Salesforce Pardot data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Salesforce Pardot data.

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