SAP Analytics Cloud is a cloud-based business intelligence platform. CData Connect AI creates a pure, cloud-to-cloud connection to Salesforce Pardot and can be used to generate an OData API (natively supported in Analytics Cloud) for Salesforce Pardot. By pairing SAP Analytics Cloud with CData Connect AI, you get true cloud-to-cloud connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect AI as you would any other OData service and get instant, consolidated access to all of your data.
In this article, we walk through connecting to Salesforce Pardot from SAP Analytics Cloud (through CData Connect AI) to create a model and build a simple dashboard.
Connect to Salesforce Pardot from SAP Analytics Cloud
To work with live Salesforce Pardot data in SAP Analytics Cloud, we need to connect to Salesforce Pardot from Connect AI, provide user access to
the connection, and create a Workspace for the Salesforce Pardot data.
Connect to Salesforce Pardot from Connect AI
CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.
-
Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection
- Select "Salesforce Pardot" from the Add Connection panel
👁 Selecting a data source
-
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)
-
Click Save & Test
-
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.
-
Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
-
On the Settings page, go to the Access Tokens section and click Create PAT.
-
Give the PAT a name and click Create.
👁 Creating a new PAT
-
The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Salesforce Pardot Endpoints for SAP Analytics Cloud
After connecting to Salesforce Pardot, create a workspace for your desired table(s).
-
Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
👁 The Workspaces page.
👁 Adding a new Workspace.
-
Click Add to add new assets to the Workspace.
-
Select the Salesforce Pardot connection (e.g. SalesforcePardot1) and click Next.
👁 Selecting an Asset (Salesforce is shown).
-
Select the table(s) you wish to work with and click Confirm.
👁 Selecting Tables (Salesforce is shown).
-
Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to Salesforce Pardot data from SAP Analytics Cloud.
Create a Model of Salesforce Pardot Data in SAP Analytics Cloud
With the connection to Salesforce Pardot configured and the OData endpoint(s) created, we can create a Model for Salesforce Pardot data in SAP Analytics Cloud.
- Log into your Analytics Cloud instance and click Create -> Model from the menu.
- Choose "Get data from a datasource" and select "OData Services"
- Choose an existing connection to your Connect AI OData or Create a new one:
- Set Connection Name
- Set Data Service URL to the Base URL for your OData API: https://cloud.cdata.com/api/odata/{workspace_name}
- Set Authentication Type to Basic Authentication
- Set User Name to the Connect AI user (e.g. [email protected])
- Set Password to the PAT for the above user
👁 Creating a new OData Services Connection
- Choose "Create a new query" and click Next
- Name the Execute, select an OData endpoint (like Prospects) and click Next
👁 Choosing a Connect AI OData endpoint to query
- Drag the columns you wish to work with into the Selected Data workspace and click Create
👁 Selecting fields (columns) from the OData endpoint
- At this point, a Draft Data source is created; click the draft to finalize the model
- Perform any transformations, including creating calculated dimensions, location dimensions, and combining data sources, then click Create Model
👁 Finalizing the model
- Name your model and click OK
Build a Dashboard in SAP Analytics Cloud
With the model created, you are ready to create a dashboard in SAP Analytics Cloud based on Salesforce Pardot data.
- From the menu, click Create -> Story
- Click on SAP Analytics Template (this article uses the "Dashboard" template)
- Choose a layout and click Apply
- From the More menu, select a visualization to insert (Chart)
👁 Inserting a visualization
- Select a model to visualize
- Select a structure and the required Measures and Dimensions
- Save the store
👁 Saving the Story
More Information & Free Trial
Now, you have created a simple but powerful dashboard from live Salesforce Pardot data. For more information on creating OData feeds from 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 SAP Analytics Cloud.
