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Salesforce Pardot Icon Salesforce Pardot ODBC Driver

The Salesforce Pardot ODBC Driver is a powerful tool that allows you to connect with live data from Salesforce Pardot, directly from any applications that support ODBC connectivity.

Access Salesforce Pardot data like you would a database - read, write, and update Salesforce Pardot Emails, Lists, Opportunities, Users, etc. through a standard ODBC Driver interface.

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Build Dashboards with Salesforce Pardot Data in Dundas BI


Create dynamic dashboards and perform analytics based on Salesforce Pardot data in Dundas BI.

The CData ODBC Driver for Salesforce Pardot enables access to live data from Salesforce Pardot under the ODBC standard, allowing you work with Salesforce Pardot data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to Salesforce Pardot data as a generic ODBC Data Provider and create charts, reports, and dashboards based on Salesforce Pardot data in Dundas BI.

Connect to Salesforce Pardot Data

  1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

    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.

    When you configure the DSN, 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.

  2. Open the Dundas BI interface, open the menu, and click New Data Connector.
  3. Configure the Dundas BI Data Connector:
    • Name the Data Connector.
    • Select "ODBC generic" as the Data Provider.
    • Check the "Use System DSN" checkbox.
    • Select the appropriate System DSN.

Add Salesforce Pardot Data to a Dashboard

You are now ready to create a dashboard with Salesforce Pardot data.

  1. Navigate to the Home page.
  2. Click Explore Data.
  3. Expand the appropriate Data Connector.
  4. Drag the relevant data from the Connector to the panel.
    • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization. Alternatively, you can select only the fields you wish to include in the visualization.
    • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.
  5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.
  6. Click Add To New Dashboard to add the visualization to a new dashboard.
  7. Configure the dashboard, creating dynamic visualizations of Salesforce Pardot data.