Connect to Salesforce Pardot Data in CloverDX (formerly CloverETL)

The CData JDBC Driver for Salesforce Pardot enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Salesforce Pardot as sources and destinations. In this article, you will use the JDBC Driver for Salesforce Pardot to set up a simple transfer into a flat file. The CData JDBC Driver for Salesforce Pardot enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Salesforce Pardot as sources and destinations. In this article, you will use the JDBC Driver for Salesforce Pardot to set up a simple transfer into a flat file.

Connect to Salesforce Pardot as a JDBC Data Source

1. Create the connection to Salesforce Pardot data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.salesforcepardot.jar file.
3. Enter the JDBC URL.

   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.

   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.

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

   A typical JDBC URL is below:

   jdbc:salesforcepardot:ApiVersion=4;User=YourUsername;Password=YourPassword;UserKey=YourUserKey;

Query Salesforce Pardot Data with the DBInputTable Component

1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
2. In the DB connection property, select the Salesforce Pardot JDBC data source from the drop-down menu.
3. Enter the SQL query. For example:

   SELECT Id, Email FROM Prospects WHERE ProspectAccountId = '703'

Write the Output of the Query to a UniversalDataWriter

1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
3. Right-click the DBInputTable and then click Extract Metadata.
4. Connect the output port of the DBInputTable to the UniversalDataWriter.
5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Prospects table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
6. Click Run to write to the file.