Process & Analyze Salesforce Pardot Data in Databricks (AWS)

Databricks is a cloud-based service that provides data processing capabilities through Apache Spark. When paired with the CData JDBC Driver, customers can use Databricks to perform data engineering and data science on live Salesforce Pardot data. This article explains how to host the CData JDBC Driver in AWS, as well as connect to and process live Salesforce Pardot data in Databricks.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Salesforce Pardot data. When you issue complex SQL queries to Salesforce Pardot, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Pardot and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Salesforce Pardot data using native data types.

Install the CData JDBC Driver in Databricks

To work with live Salesforce Pardot data in Databricks, install the driver on your Databricks cluster.

1. Navigate to your Databricks administration screen and select the target cluster.
2. On the Libraries tab, click "Install New."
3. Select "Upload" as the Library Source and "Jar" as the Library Type.
4. Upload the JDBC JAR file (cdata.jdbc.salesforcepardot.jar) from the installation location (typically C:\Program Files\CData[product_name]\lib).

👁 Loading the JDBC JAR File into AWS

Access Salesforce Pardot Data in your Notebook: Python

With the JAR file installed, we are ready to work with live Salesforce Pardot data in Databricks. Start by creating a new notebook in your workspace. Name the notebook, select Python as the language (though Scala is available as well), and choose the cluster where you installed the JDBC driver. When the notebook launches, we can configure the connection, query Salesforce Pardot, and create a basic report.

Configure the Connection to Salesforce Pardot

Connect to Salesforce Pardot by referencing the JDBC Driver class and constructing a connection string to use in the JDBC URL. Additionally, you will need to set the property in the JDBC URL (unless you are using a Beta driver). You can view the licensing file included in the installation for information on how to set this property.

Step 1: Connection Information

driver = "cdata.jdbc.salesforcepardot.SalesforcePardotDriver"
url = "jdbc:salesforcepardot:RTK=5246...;ApiVersion=4;User=YourUsername;Password=YourPassword;UserKey=YourUserKey;"

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Pardot JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.salesforcepardot.jar

Fill in the connection properties and copy the connection string to the clipboard.

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.

👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

Load Salesforce Pardot Data

Once you configure the connection, you can load Salesforce Pardot data as a dataframe using the CData JDBC Driver and the connection information.

Step 2: Reading the data

remote_table = spark.read.format ( "jdbc" ) \
	.option ( "driver" , driver) \
	.option ( "url" , url) \
	.option ( "dbtable" , "Prospects") \
	.load ()

Display Salesforce Pardot Data

Check the loaded Salesforce Pardot data by calling the display function.

Step 3: Checking the result

display (remote_table.select ("Id"))

👁 Displaying Salesforce Pardot Data

Analyze Salesforce Pardot Data in Databricks

If you want to process data with Databricks SparkSQL, register the loaded data as a Temp View.

Step 4: Create a view or table

remote_table.createOrReplaceTempView ( "SAMPLE_VIEW" )

With the Temp View created, you can use SparkSQL to retrieve the Salesforce Pardot data for reporting, visualization, and analysis.

% sql

SELECT Id, Email FROM SAMPLE_VIEW ORDER BY Email DESC LIMIT 5

👁 Displaying Salesforce Pardot Data

The data from Salesforce Pardot is only available in the target notebook. If you want to use it with other users, save it as a table.

remote_table.write.format ( "parquet" ) .saveAsTable ( "SAMPLE_TABLE" )

Download a free, 30-day trial of the CData JDBC Driver for Salesforce Pardot and start working with your live Salesforce Pardot data in Databricks. Reach out to our Support Team if you have any questions.