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Analyze Salesforce Pardot Data in R

Create data visualizations and use high-performance statistical functions to analyze Salesforce Pardot data in Microsoft R Open.

Access Salesforce Pardot data with pure R script and standard SQL. You can use the CData ODBC Driver for Salesforce Pardot and the RODBC package to work with remote Salesforce Pardot data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Salesforce Pardot data and visualize Salesforce Pardot data in R.

Install R

You can complement the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open (MRO).

Connect to Salesforce Pardot as an ODBC Data Source

Information for connecting to Salesforce Pardot follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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 DSN, 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.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Salesforce Pardot in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData SalesforcePardot Source] Driver = CData ODBC Driver for Salesforce Pardot Description = My Description ApiVersion = 4 User = YourUsername Password = YourPassword UserKey = YourUserKey

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Load the RODBC Package

To use the driver, download the RODBC package. In RStudio, click Tools -> Install Packages and enter RODBC in the Packages box.

After installing the RODBC package, the following line loads the package:

library(RODBC)

Note: This article uses RODBC version 1.3-12. Using Microsoft R Open, you can test with the same version, using the checkpoint capabilities of Microsoft's MRAN repository. The checkpoint command enables you to install packages from a snapshot of the CRAN repository, hosted on the MRAN repository. The snapshot taken Jan. 1, 2016 contains version 1.3-12.

library(checkpoint) checkpoint("2016-01-01")

Connect to Salesforce Pardot Data as an ODBC Data Source

You can connect to a DSN in R with the following line:

conn <- odbcConnect("CData SalesforcePardot Source")

Schema Discovery

The driver models Salesforce Pardot APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

sqlTables(conn)

Execute SQL Queries

Use the sqlQuery function to execute any SQL query supported by the Salesforce Pardot API.

prospects <- sqlQuery(conn, "SELECT Id, Email FROM Prospects WHERE ProspectAccountId = '703'", believeNRows=FALSE, rows_at_time=1)

You can view the results in a data viewer window with the following command:

View(prospects)

Plot Salesforce Pardot Data

You can now analyze Salesforce Pardot data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2)) barplot(prospects$Email, main="Salesforce Pardot Prospects", names.arg = prospects$Id, horiz=TRUE)