How to Use a Microsoft Access Database to Update Salesforce Pardot Data in Real Time

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Salesforce Pardot, you can update live Salesforce Pardot data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Salesforce Pardot as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to Prospects Data

Follow the steps below to create a linked table, which enables you to access live Prospects data.

1. On the External Data tab in Access, click ODBC Database. 👁 Use the Get External Data wizard to work with ODBC data sources in Access.
   
2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Prospects table. 👁 Linked Tables enable you use the live connection to Salesforce Pardot that is provided by the driver.
   

3. Select the CData Salesforce Pardot data source from the Machine Data Source tab.

   👁 DSNs listed in the Get External Data wizard.
   
4. Select the Prospects table. For more information on this table, see the "Data Model" chapter in the help documentation. 👁 Available tables. (Google is shown.)
   

5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.

   👁 A linked table to the live data. (Google is shown.)