Create Reports from Salesforce Pardot Data in Looker Studio

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Salesforce Pardot data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Salesforce Pardot and generating reports from Salesforce Pardot data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Salesforce Pardot, making it straightforward to construct reports directly from live Salesforce Pardot data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to Salesforce Pardot. This leverages server-side processing to swiftly provide the requested Salesforce Pardot data.

Configure Salesforce Pardot Connectivity for Looker Studio

Connectivity to Salesforce Pardot from Looker Studio is made possible through CData Connect AI. To work with Salesforce Pardot data from Looker Studio, we start by creating and configuring a Salesforce Pardot connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Salesforce Pardot" from the Add Connection panel
👁 Selecting a data source

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.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Salesforce Pardot Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Salesforce Pardot data from Looker Studio.

Visualize Live Salesforce Pardot Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Salesforce Pardot data source and build a simple visualization from the data.

1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
👁 Create a new connection in Looker Studio

2. Click Authorize and allow access to your Google account. 👁 Granting permissions to the Connector
   
3. Click Authorize to authenticate with your CData Connect AI instance 👁 Authenticating with CData Connect AI
   
4. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
👁 Importing from Connections

5. Now select a Connection (e.g. SalesforcePardot1) and click Next 👁 Selecting a Connection
   
6. Select a Table (e.g. Prospects) or use a Custom Query and click Connect to continue 👁 Selecting a Table
   
7. If needed, modify columns, click Create Report, and add the data source to the report.
👁 Configuring column definitions

8. Select a visualization style and add it to the report.
9. Select Dimensions and Measures to customize your visualization.
👁 Visualizing Salesforce Pardot data in Looker Studio

Live Access to Salesforce Pardot Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Salesforce Pardot data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Salesforce Pardot data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.