Build Interactive Dashboards from Salesforce Pardot Data in Amazon QuickSight

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with CData Connect Cloud, you get cloud-to-cloud access to Salesforce Pardot data for visualizations, dashboards, and more. This article shows how to connect to Salesforce Pardot in Connect Cloud and build dashboards in Amazon QuickSight with access to Salesforce Pardot data.

CData Connect Cloud provides a pure cloud-to-cloud interface for Salesforce Pardot, allowing you to allowing build visualizations from Salesforce Pardot data in Amazon QuickSight. By importing your Salesforce Pardot data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Configure Salesforce Pardot Connectivity for Amazon QuickSight

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

Import Salesforce Pardot Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the connection to Salesforce Pardot in Connect Cloud, importing the dataset into SPICE, and building a simple visualization from the data.

1. Log into Amazon QuickSight and click "Manage data."
2. Click "Now data set," select SQL Server as the data source, configure the connection to your Connect Cloud instance, and click "Create data source."
3. Select a table to visualize (or subait a custom SQL query for your data).
4. Click "Edit/Preview data" to customize the data set.
5. Select "Import to SPICE for quicker analytics" and click "Visualize."
6. Select fields to visualize and a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

1. Navigate to the QuickSight home page.
2. Click "Manage data."
3. Select the data set you wish to refresh.
4. Click "Schedule refresh."
5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

Live Access to Salesforce Pardot Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Salesforce Pardot data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Connect Cloud page.