Access Live Salesforce Pardot Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to Salesforce Pardot data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Salesforce Pardot within your Connect Cloud instance and accessing live Salesforce Pardot data seamlessly within Google Sheets.

CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Salesforce Pardot, enabling effortless access to live Salesforce Pardot data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Salesforce Pardot data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Salesforce Pardot. This leverages server-side processing to promptly retrieve the desired Salesforce Pardot data.

Configure Salesforce Pardot Connectivity for Google Sheets

Connectivity to Salesforce Pardot from Google Sheets is made possible through CData Connect Cloud. To work with Salesforce Pardot data from Google Sheets, 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.

With the connection configured, you are ready to connect to Salesforce Pardot data from Google Sheets.

Access Live Salesforce Pardot Data from Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Salesforce Pardot data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. SalesforcePardot1), Table (e.g. Prospects, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to Salesforce Pardot Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Salesforce Pardot data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

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