Use the CData ODBC Driver for Salesforce Pardot in MicroStrategy Desktop

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When paired with the CData ODBC Driver for Salesforce Pardot, you gain database-like access to live Salesforce Pardot data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding Salesforce Pardot as a data source in MicroStrategy Desktop and creating a simple visualization of Salesforce Pardot data.

The CData ODBC Driver offers unmatched performance for interacting with live Salesforce Pardot data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy 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 (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Salesforce Pardot data using native MicroStrategy data types.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

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 Sys]
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).

Connect to and Visualize Salesforce Pardot Data using MicroStrategy Desktop

In addition to connecting Salesforce Pardot in MicroStrategy enterprise products, you can connect to Salesforce Pardot in MicroStrategy Desktop. Follow the steps below to add Salesforce Pardot data as a dataset and create visualizations and reports of Salesforce Pardot data.

1. Open MicroStrategy Desktop and create a new dossier.
2. In the datasets panel, click New Data, select Databases, and select Type a Query as the Import Option.
3. Add a new data source and choose DSN data sources.
4. Choose the DSN you previously configured (likely CData SalesforcePardot Sys) and select Generic DBMS in the Version menu.
5. Set the User and Password properties for the DSN (or use placeholder values) and name the data source.
👁 Creating a new data source for Salesforce Pardot.

6. Select the new database instance to view the tables. You may need to manually click the search icon in the Available Tables section to see the tables.
7. Create a SQL query for the Salesforce Pardot data (see below) and click Execute SQL to test the query.

   SELECT * FROM Prospects
   

   👁 Querying Salesforce Pardot for data.
   NOTE: Since we create a live connection, we can execute a SELECT * query and utilize the filtering and aggregation features native to the MicroStrategy products.
8. Click Finish and choose to connect live.
9. Choose a visualization, choose fields to display (data types are discovered automatically through dynamic metadata discovery) and apply any filters to create a new visualization of Salesforce Pardot data. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Salesforce Pardot, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL Engine embedded in the driver. 👁 Visualize Salesforce Pardot data.
   
10. Once you are finished configuring the dossier, click File -> Save.

Using the CData ODBC Driver for Salesforce Pardot in MicroStrategy Desktop, you can easily create robust visualizations and reports on Salesforce Pardot data. Read our other articles on connecting to Salesforce Pardot in MicroStrategy and connecting to Salesforce Pardot in MicroStrategy Web for more examples.