Build Salesforce Pardot-Connected Web Apps with Axios and CData Connect Cloud

Connect to Salesforce Pardot from Axios

To work with Salesforce Pardot in Axios, we need to connect to Salesforce Pardot from Connect Cloud, provide user access to the connection, and create OData endpoints for the Salesforce Pardot data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Salesforce Pardot through Connect Cloud.

Navigate to the Users page and click Invite Users

Enter the new user's email address and click Send to invite the user

You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

Click on your username at the top right of the Connect Cloud app and click User Profile.

On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.

Give your PAT a name and click Create.

The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to Salesforce Pardot from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

Log into Connect Cloud, click Connections and click Add Connection

Select "Salesforce Pardot" from the Add Connection panel

Enter the necessary authentication properties to connect to Salesforce Pardot.

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.

Configuring a connection (Salesforce is shown)

Click Create & Test

Navigate to the Permissions tab in the Add Salesforce Pardot Connection page and update the User-based permissions.

Note the CData Connect Cloud SQL API Endpoint(s)

CData Connect Cloud contains API endpoints that allow you to submit SQL queries to Salesforce Pardot through common web requests. To work with Salesforce Pardot data in Axios web apps, you will use the query endpoint.

Query Endpoint

https://cloud.cdata.com/api/query

With the connection and Workspace configured, you are ready to connect to Salesforce Pardot data from Axios.

Connect to Salesforce Pardot Data in Axios Workflows

To establish a connection from Axios to CData Connect Cloud using the OData protocol, follow these steps.

Create a project directory for your web app. For example: ~/connect_cloud/

Open a terminal, navigate the the project directory and initialize a node project using the command: npm init -y

Install the Axios dependency in the project using the following command: npm install axios

In your project directory, create a file called server.js that contains the following code. Provide your CData Connect Cloud username (e.g. [email protected]) and PAT (the PAT you created in the prerequisites). You must also provide a query for your data, such as SELECT * FROM SalesforcePardot1.SCHEMA.Prospects.

server.js code


const axios = require('axios')

const user = '[email protected]'
const pat = '***********************************';

//Your API endpoint
const url = 'https://cloud.cdata.com/api/query';

//Your data to be sent in the POST request
const data = {
"query":"SELECT * FROM SalesforcePardot1.SCHEMA.Prospects"
};

axios.post(url, data, {
    auth: {
        username: user,
        password: pat
    }
})
.then(response => {
    const rows = response.data.results[0].rows;
    const schema = response.data.results[0].schema;

    //Create an array of column names
    const columnNames = schema.map(col => col.columnName);

    //Loop through each row and log the column name with its value
    rows.forEach(row => {
        const rowObject = {};
        row.forEach((value, index) => {
            const columnName = columnNames[index];
            rowObject[columnName] = value;
        });
        console.log(rowObject);
    })
})
.catch(error => {
    console.error('Error:', error);
});

In the terminal, execute the following command to run the server: node server.js The query results will appear:


    { ID: 1, VALUE: -2 }
    { ID: 2, VALUE: 1 }
    { ID: 11, VALUE: null }
    { ID: 3, VALUE: 2 }
    { ID: 4, VALUE: 5 }
    ...