Visualize Salesforce Pardot Data in Sisense

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Salesforce Pardot makes it easy to integrate with Salesforce Pardot data in Sisense. This article shows how to create an ElastiCube that connects to Salesforce Pardot data and use the ElastiCube to visualize Salesforce Pardot data in Sisense.

Configure the Connection to Salesforce Pardot

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Salesforce Pardot 20XX\lib) or copy the jar file (cdata.jdbc.salesforcepardot.SalesforcePardot.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
3. Click Generic JDBC to open the JDBC settings.
4. Set the connection string property to the JDBC URL for Salesforce Pardot, adding required properties.

   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.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Pardot JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.salesforcepardot.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   A typical example follows:

   jdbc:salesforcepardot:ApiVersion=4;User=YourUsername;Password=YourPassword;UserKey=YourUserKey;
5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.salesforcepardot.SalesforcePardotDriver
7. Leave the username and password properties blank.
8. Click Next.

Add Salesforce Pardot Data to an ElastiCube

Once you are connected to Salesforce Pardot, you can add tables and views to your ElastiCubes.

1. From the Tables list, select the tables and/or views you wish to work with.
2. (Optional) Click "+" to customize the data you want to import with SQL.
3. Click Done.
4. Click Build to build the ElastiCube for analytics.

Visualize Salesforce Pardot Data

With Salesforce Pardot tables added to your ElastiCube, you can perform analytics on your Salesforce Pardot data.

1. Navigate to the Analytics page of the Sisense application
2. Select a Dashboard (or create a new one)
3. Select your Data Source and click Create
4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for Salesforce Pardot, you can access Salesforce Pardot data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Salesforce Pardot data in Sisense today!