Use the CData ODBC Driver for Salesforce Pardot in MicroStrategy

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with the CData ODBC Driver for Salesforce Pardot, you gain database-like access to live Salesforce Pardot data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a database instance for Salesforce Pardot in MicroStrategy Developer and creating a Warehouse Catalog based on Salesforce Pardot data.

The CData ODBC driver offers unmatched performance for interacting with live Salesforce Pardot data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to Salesforce Pardot, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Pardot and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Salesforce Pardot data using native MicroStrategy data types.

Connect to Salesforce Pardot as an ODBC Data Source

Information for connecting to Salesforce Pardot follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Salesforce Pardot must be installed on the machine hosting the connected MicroStrategy Intelligence Server).

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.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Salesforce Pardot in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Salesforce Pardot Database Instance in MicroStrategy Developer

You can connect to Salesforce Pardot in MicroStrategy Developer by adding a database instance based on the CData ODBC Driver for Salesforce Pardot.^*

1. Open MicroStrategy Developer and select a Project Source.
2. Navigate to Administration -> Configuration Managers -> Database Instances and right-click to add a new instance.
3. Name the instance, select Generic DBMS as the database connection type, and create a new database connection.
4. In the database connection wizard, name the connection and create a new Database Login name, using filler values for the user and password.
5. Select the DSN that you configured earlier as the ODBC data source (i.e., CData SalesforcePardot Sys).
6. Select the newly created database connection.
7. In the Project Source, right-click the project and open the Project configuration.
8. Navigate to Database Instances and select the newly created database instance.
9. Close MicroStrategy Developer and restart the connected MicroStrategy Intelligence Server to complete the database instance creation.

With the database instance configured, you will now be able to connect to Salesforce Pardot data from the Warehouse Catalog and Data Import.

Connect to Salesforce Pardot Data from the Warehouse Catalog

Once you have created a database instance based on the ODBC Driver for Salesforce Pardot, you can connect to data from the Warehouse Catalog.

1. Select your project and click Schema -> Warehouse Catalog.
2. In the Read Settings for the Catalog, click Settings and set the queries to retrieve the schema:
   • To retrieve the list of tables, use the following query:

     SELECT 
       CatalogName NAME_SPACE,
       TableName TAB_NAME 
     FROM 
       SYS_TABLES
             

   • To retrieve the list of columns for selected tables, use the following query:

     SELECT DISTINCT 
       CatalogName NAME_SPACE, 
       TableName TAB_NAME, 
       ColumnName COL_NAME, 
       DataTypeName DATA_TYPE, 
       Length DATA_LEN, 
       NumericPrecision DATA_PREC, 
       NumericScale DATA_SCALE 
     FROM 
       SYS_TABLECOLUMNS 
     WHERE 
       TableName IN (#TABLE_LIST#) 
     ORDER BY
       1,2,3
             

3. Select tables to be used in the project.

If you are interested in connecting to Salesforce Pardot from other MicroStrategy products, you can read about connecting from MicroStrategy Web and connecting from MicroStrategy Desktop.

Note: connecting using a ODBC driver requires a 3- or 4-tier architecture.