Excel Spreadsheet Automation on Salesforce Pardot Data with the QUERY Formula

The CData Excel Add-In for Salesforce Pardot provides formulas that can edit, save, and delete Salesforce Pardot data. The following three steps show how you can automate the following task: Search Salesforce Pardot data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following:

=CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

• Query: The declaration of the Salesforce Pardot data records you want to retrieve or the modifications to be made, written in standard SQL.

• Connection: Either the connection name, such as SalesforcePardotConnection1, or a connection string. The connection string consists of the required properties for connecting to Salesforce Pardot data, separated by semicolons.

  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.

• ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Salesforce Pardot data, such as ProspectAccountId.
2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.

=CDATAQUERY("SELECT * FROM Prospects WHERE ProspectAccountId = '"&B5&"'","ApiVersion="&B1&";User="&B2&";Password="&B3&";UserKey="&B4&";Provider=SalesforcePardot",B6)

👁 Formula inputs used in this example. (Google Apps is shown.)

3. Change the filter to change the data. 👁 The outputs of the formula. (Google Apps is shown.)