Analyze Salesforce Pardot Data in Cognos Analytics

Cognos Analytics, powered by IBM Watson®, empowers users to cleanse and establish connections with their data while creating visualizations. When integrated with CData Connect Cloud, users gain immediate, real-time connectivity between cloud-based data sources and Cognos Analytics, facilitating data management, visualization, analytics, and more. This article provides step-by-step guidance on connecting to Salesforce Pardot via CData Connect Cloud and subsequently analyzing Salesforce Pardot data within Cognos Analytics.

NOTE: These instructions require Cognos Analytics 11.2.4 or higher

CData Connect Cloud offers a dedicated cloud-to-cloud interface for Salesforce Pardot, enabling users to perform real-time analysis on Salesforce Pardot data within Cognos without the need to replicate data to a natively supported database. Equipped with built-in optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, directly to Salesforce Pardot. This harnesses server-side processing to promptly provide the requested Salesforce Pardot data.

Configure Salesforce Pardot Connectivity for Cognos Analytics

Connectivity to Salesforce Pardot from Cognos Analytics is made possible through CData Connect Cloud. To work with Salesforce Pardot data from Cognos Analytics, we start by creating and configuring a Salesforce Pardot connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Salesforce Pardot" from the Add Connection panel
3. 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.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Salesforce Pardot Connection page and update the User-based permissions.

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.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Salesforce Pardot data from Cognos Analytics.

Connect to Salesforce Pardot from Cognos Analytics

The steps below outline connecting to CData Connect Cloud from Cognos Analytics to analyze live Salesforce Pardot data.

Download the CData Connect Cloud JDBC Driver

1. Download and install the CData Connect Cloud JDBC Driver: https://www.cdata.com/cloud/clients/download.aspx#jdbc.
2. Copy the JAR file (cdata.jdbc.connect.jar) from the installation directory (e.g., C:\Program Files\CData\JDBC Driver for CData Connect\lib) to the "drivers" folder in your Cognos Analytics installation directory.

Configure the Connection to CData Connect Cloud

1. Open IBM Cognos and navigate to Manage > Data server connections.
2. Click the icon to add a data server.
3. Select CData Connect Cloud.
4. Set JDBC URL to the appropriate connection string. For example: jdbc:connect://AuthScheme=Basic;
5. Set Driver class name to "cdata.jdbc.connect.ConnectDriver"
6. Create and store authenticate credentials by selecting an authentication method
   • Set Username to your CData Connect Cloud username (e.g., user@mydomain.com)
   • Set Password to the PAT you previously generated.
7. Click Test connection to confirm that the connection succeeds.

At this point, you are ready to analyze and visualize Salesforce Pardot data in Cognos Analytics. For more information about using Cognos Analytics, please refer to the Cognos Analytics documentation.

Live Access to Salesforce Pardot Data for Analytics

Now you have a direct, cloud-to-cloud connection to live Salesforce Pardot data from Cognos Analytics. You can create new visualizations, build reports, and more — without replicating Salesforce Pardot data.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.