How to integrate Metabase with Salesforce Pardot Data

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect Cloud, users can easily create visualizations and dashboards linked to live Salesforce Pardot data. This article describes how to connect to Salesforce Pardot and build a simple visualization using Salesforce Pardot data.

CData Connect provides a pure cloud-to-cloud interface for Salesforce Pardot, allowing you to easily integrate with live Salesforce Pardot data in Metabase — without replicating the data. Connect looks exactly like a SQL Server database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Salesforce Pardot, leveraging server-side processing to quickly return Salesforce Pardot data.

Configure Salesforce Pardot Connectivity for Metabase

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

Connect to CData Connect from Metabase

After creating the virtual database, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect Cloud.

1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
2. Configure the connection to Connect Cloud and click "Save"
   • Database type: Select "SQL Server"
   • Name: Name the connection (e.g. "Salesforce Pardot (Connect Cloud)")
   • Host: tds.cdata.com
   • Port: 14333
   • Database name: The name of the connection you just created (e.g. SalesforcePardot1)
   • Username: A Connect Cloud username (e.g. user@mydomain.com)
   • Password: The PAT for the above Connect Cloud user
   • Click to Use a secure connection (SSL)

Execute Salesforce Pardot Data with Metabase

Once you configure the connection to Connect Cloud, you can query Salesforce Pardot and build visualizations.

1. Use the "Write SQL" tool to retrieve the Salesforce Pardot data
2. Write a SQL query based on the Salesforce Pardot connection in CData Connect Cloud, e.g.
   
   

   SELECT Id, Email FROM Prospects WHERE ProspectAccountId = '703'

3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from Salesforce Pardot data in Metabase. You can continue to work with live Salesforce Pardot data in Metabase just like you would any SQL Server database. For more information on creating a live connection to Salesforce Pardot (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Salesforce Pardot data in Metabase today.