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Connect to Salesforce Pardot Data in Ruby

Connect to Salesforce Pardot data in Ruby with ruby-dbi, dbd-odbc, and ruby-odbc.

The CData ODBC Driver for Salesforce Pardot makes it easy to integrate connectivity to live Salesforce Pardot data in Ruby. This article shows how to create a simple Ruby app that connects to Salesforce Pardot data, executes a query, and displays the results.

Create an ODBC Connection to Salesforce Pardot Data

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.

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.

Installing Ruby and Necessary Gems

If you do not have Ruby installed, refer to the Ruby installation page. With Ruby installed, you will need to install the ruby-dbi, dbd-odbc, and ruby-odbc gems:

gem install dbi gem install dbd-odbc gem install ruby-odbc

Create a Ruby App with Connectivity to Salesforce Pardot Data

Create a new Ruby file (for example: SalesforcePardotSelect.rb) and open it in a text editor. Copy the following code into your file:

#connect to the DSN require 'DBI' cnxn = DBI.connect('DBI:ODBC:CData SalesforcePardot Source','','') #execute a SELECT query and store the result set resultSet = cnxn.execute("SELECT Id, Email FROM Prospects WHERE ProspectAccountId = '703'") #display the names of the columns resultSet.column_names.each do |name| print name, "\t" end puts #display the results while row = resultSet.fetch do (0..resultSet.column_names.size - 1).each do |n| print row[n], "\t" end puts end resultSet.finish #close the connection cnxn.disconnect if cnxn

With the file completed, you are ready to display your Salesforce Pardot data with Ruby. To do so, simply run your file from the command line:

ruby SalesforcePardotSelect.rb Writing SQL-92 queries to Salesforce Pardot allows you to quickly and easily incorporate Salesforce Pardot data into your own Ruby applications. Download a free trial today!