Connect to Live Salesforce Pardot Data in MicroStrategy through CData Connect AI

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect AI, you gain database-like access to live Salesforce Pardot data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through connecting to Salesforce Pardot in Connect AI and connecting to Connect AI in MicroStrategy to create a simple visualization of Salesforce Pardot data.

As a cloud-based integration platform, Connect AI is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a live connection to Salesforce Pardot and connect from MicroStrategy to start performing analytics based on live Salesforce Pardot data.

Configure Salesforce Pardot Connectivity for Microstrategy

Connectivity to Salesforce Pardot from Microstrategy is made possible through CData Connect AI. To work with Salesforce Pardot data from Microstrategy, 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
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Salesforce Pardot data from MicroStrategy.

Connect to and Visualize Salesforce Pardot Data Using MicroStrategy

You can connect to Salesforce Pardot in MicroStrategy by adding a data source based on the native SQL Server functionality. Once you have created a data source, you can build dynamic visualizations of Salesforce Pardot data in MicroStrategy.

1. Open MicroStrategy and select your account.
2. Click Add External Data, select Databases, and use Select Tables as the Import Option. 👁 Adding External Data
   
3. In the Import from Tables wizard, click to add a new Data Source.
4. Select "SQL Server" in the Database menu and select "SQL Server 2017" in the Version menu.
5. Sat the connection properties as follows:
   • Server Name: tds.cdata.com
   • Port Number: 14333
   • Database Name: the name of your Salesforce Pardot connection (e.g. SalesforcePardot1)
   • User: a Connect AI user
   • Password: the PAT for your Connect AI user
   • Data Source Name: a name for the new external data source, like "CData Cloud Salesforce Pardot"
6. Expand the menu for the new data source and choose "Edit Catalog Options"👁 Edit the catalog options.
   
7. Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).
   
   

   SELECT DISTINCT 
    TABLE_SCHEMA NAME_SPACE, 
    TABLE_NAME TAB_NAME, 
    COLUMN_NAME COL_NAME, 
    (CASE 
    WHEN 
    (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='usc2')) 
    THEN 
    CONCAT('a',DATA_TYPE) 
    ELSE 
    DATA_TYPE 
    END) DATA_TYPE, 
    CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
    NUMERIC_PRECISION DATA_PREC, 
    NUMERIC_SCALE DATA_SCALE 
   FROM 
    INFORMATION_SCHEMA.COLUMNS 
   WHERE 
    TABLE_NAME 
   IN 
    (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
   ORDER BY 
    1,2,3
   

8. Select the new data source and select the Namespace that corresponds to your virtual Salesforce Pardot database (like SalesforcePardot1).
9. Drag tables into the pane to insert then. 👁 Select tables to insert.
   Note: Since we create a live connection, we can insert whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect AI. 👁 Save the query and create a new dossier.
    
11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Salesforce Pardot data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Salesforce Pardot, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect AI. 👁 Visualize Salesforce Pardot data.
    
12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect AI with MicroStrategy, you can easily create robust visualizations and reports on Salesforce Pardot data. For more information on connecting to Salesforce Pardot (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Salesforce Pardot data in MicroStrategy.