Bridge Salesforce Pardot Connectivity with Apache NiFi

Apache NiFi supports powerful and scalable directed graphs of data routing, transformation, and system mediation logic. When paired with the CData JDBC Driver for Salesforce Pardot, NiFi can work with live Salesforce Pardot data. This article describes how to connect to and query Salesforce Pardot data from an Apache NiFi Flow.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Salesforce Pardot data. When you issue complex SQL queries to Salesforce Pardot, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Pardot and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Salesforce Pardot data using native data types.

Connecting to Salesforce Pardot Data in Apache NiFi

1. Download the CData JDBC Driver for Salesforce Pardot installer, unzip the package, and run the JAR file to install the driver.

2. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.salesforcepardot.jar (and cdata.jdbc.salesforcepardot.lic), to the Apache NiFi lib subfolder, for example, C:\nifi-1.3.0-bin\nifi-1.3.0\lib.

   On Windows, the default location for the CData JDBC Driver is C:\Program Files\CData\CData JDBC Driver for Salesforce Pardot.

3. Start Apache NiFi. For example:

   cd C:\nifi-1.3.0-bin\nifi-1.3.0\bin
   run-nifi.bat
   

4. Navigate to the Apache NiFi UI in your web browser: typically http://localhost:8080/nifi
5. Click the (Configuration) button from the Operate sidebar.
6. In the NiFi Flow Configuration page, navigate to the Controller Services tab.
7. Click the button to create a new controller service.
8. In the Add Controller Service page, select DBCPConnection Pool, and then click Add.
9. Click the gear button to configure the new DBCPConnection Pool.

10. In the Configure Controller Service page, navigate to the Properties tab. Fill in the properties:

    Property	Value
    Database Connection URL	jdbc:salesforcepardot:ApiVersion=4;User=YourUsername;Password=YourPassword;UserKey=YourUserKey;
    Database Driver Class Name	cdata.jdbc.salesforcepardot.SalesforcePardotDriver

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Pardot JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.salesforcepardot.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    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.

11. Click the button to enable the new DBCPConnection Pool.

Your Salesforce Pardot data is now available for use in Apache NiFi. For example, you can use the DBCPConnection Pool as the source for a QueryDatabaseTable processor.

Download a free, 30-day trial of the CData JDBC Driver for Salesforce Pardot and start working with your live Salesforce Pardot data in Apache NiFi. Reach out to our Support Team if you have any questions.