Salesforce Pardot Reporting and Star Schemas in OBIEE

The CData ODBC Driver for Salesforce Pardot is a standard database driver that can integrate real-time access to Salesforce Pardot data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Salesforce Pardot data into Oracle Business Intelligence Enterprise Edition (OBIEE).

See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access Salesforce Pardot Data as a Remote Oracle Database.

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.

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.

Import Salesforce Pardot Metadata

Follow the steps below to use the OBIEE Client Tools to import Salesforce Pardot metadata into an OBIEE repository. You can then integrate Salesforce Pardot data into your business models.

1. Open the Administration Tool and click File -> New Repository.

2. In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
3. Select the metadata types you want to import under the Relational Sources option and then select Salesforce Pardot tables. 👁 Tables to be imported into the repository. (Salesforce is shown.)
   

You can now create star schemas based on Salesforce Pardot tables: 👁 Fact and dimension tables. (Salesforce is shown.)