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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.

How to create an RPA flow for Salesforce Pardot Data in UiPath Studio



Use the Salesforce Pardot ODBC Driver to create workflows that access real-time Salesforce Pardot data without any coding.

UiPath is a Robotic Process Automation (RPA) platform with rich features and an easy-to-use UI that enables non-developers to create process automation. By using UiPath Studio, you can build an RPA program just like drawing a diagram. With the CData ODBC Driver for Salesforce Pardot, users can embed Salesforce Pardot data in the workflow.

This article walks through using the Salesforce Pardot ODBC Driver in UiPath Studio to create an RPA program that accesses Salesforce Pardot data.

Configure the Connection to Salesforce Pardot

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.

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.

Connect UiPath Studio to Salesforce Pardot Data

Now you are ready to use Salesforce Pardot data ODBC DSN in UiPath Studio with the following steps.

  1. From the Start page, click Blank to create a New Project.
  2. Click Manage Packages then search for and install UiPath.Database.Activities.
  3. Navigate to the Activities and drop a Flowchart (Workflow -> Flowchart -> Flowchart) onto the process.
  4. Drop a database Connect activity (App Integration -> Datbase -> Connect) after the Start activity.
  5. Double-click the Connect activity and configure the Connection.
    1. Click the Connection Wizard
    2. Select "Microsoft ODBC Data Source"
    3. In Connection Properties, select your DSN (CData SalesforcePardot Source) and click OK
  6. To store Connection info, create a variable and bind to Output in the Properties section. Choose DatabaseConnection in Output.

Create an Execute Query Activity

With the connection configured, we are ready to query Salesforce Pardot data in our RPA.

  1. From the Activities navigation, select Execute Query and drop it on the Flowchart.
  2. Double-click the Execute Query activity and set the properties as follows:
    • ExistingDbConnection: Your Connection variable
    • Sql: SELECT statement like SELECT Id, Email FROM Prospects WHERE ProspectAccountId = '703'
    • DataTable: Create and use a variable with the Type System.Data.DataTable

Create Write CSV Activity

With the Connection and Execute Query activities configured, we are ready to add a Write CSV activity to the Flowchart to replicate the Salesforce Pardot data.

  1. From the Activities navigation, select Write CSV and drop it after the Execute Query activity.
  2. Double-click the Write CSV activity and set the properties as follows:
    • FilePath: Set to a file (new or existing) on disk (i.e.: C:\UiPath[id]-data.csv
    • DataTable: Set to the DataTable variable you created earlier

Connect the Activities and Run the Flowchart

If they are not already connected, connect each Activity that you created to complete the RPA project for extracting Salesforce Pardot data and exporting it to CSV.

Click Run to extract Salesforce Pardot data and create a CSV file.

In this article, we used the CData ODBC Driver for Salesforce Pardot to create an automation flow that accesses Salesforce Pardot data in UiPath Studio. Download a free, 30-day trial of the ODBC Driver and start working with live Salesforce Pardot data in UiPath Studio today!