Create Informatica Mappings From/To an ODBC Data Source for Salesforce Pardot

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Salesforce Pardot, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Salesforce Pardot data in Informatica PowerCenter.

Connect to Salesforce Pardot as an ODBC Data Source

Information for connecting to Salesforce Pardot follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Salesforce Pardot in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData SalesforcePardot Source]
Driver = CData ODBC Driver for Salesforce Pardot
Description = My Description
ApiVersion = 4
User = YourUsername
Password = YourPassword
UserKey = YourUserKey

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Linked Table to Prospects Data

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

Create the ODBC Connection

Follow the steps below to connect to Salesforce Pardot in Informatica PowerCenter:

1. In the Informatica Developer tool connect to your repository and create a project.
2. In the Connection Explorer pane, right-click and click Create a Connection.
3. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select ODBC.
4. In the Connection String property, enter the DSN.

NOTE: If you are working in a Linux operating system, set the Driver Manager for Linux property to unixODBC 2.3.x.

Create the Salesforce Pardot Data Object

After you have created an ODBC connection to Salesforce Pardot, you can now access Salesforce Pardot entities in Informatica. Follow the steps below to add Prospects entities to your project.

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. In the wizard that is displayed, select the Relational Data Object option.
3. Click the Browse button next to the Connection box and select the ODBC connection you created in the previous step.
4. Select the option to create a data object from an existing resource and click the Browse button next to the Resource box.
5. In the dialog that is displayed, clear the Show Default Schema Only option and expand the node for the ODBC connection. Select the entity that you want. 👁 The driver models Salesforce Pardot entities as relational tables. (Salesforce is shown.)
   

You can now browse the table in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

👁 Table data and metadata in the Data Viewer. (Salesforce is shown.)

Create the Mapping

Follow the steps below to add the Salesforce Pardot source to a mapping:

1. In the Object Explorer, right-click your project and then click New -> Mapping.
2. Expand the node for the Salesforce Pardot connection and then drag the data object for the table onto the editor.
3. In the dialog that appears, select the Read option.

👁 The source Salesforce Pardot table in the mapping. (Salesforce is shown.)

Follow the steps below to map Salesforce Pardot columns to a flat file:

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
3. In the properties for the Salesforce Pardot object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
5. Click and drag to connect columns.

To transfer Salesforce Pardot data, right-click in the workspace and then click Run Mapping.

👁 The completed mapping. (Salesforce is shown.)