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Salesforce Pardot

This page describes how to configure a Salesforce Pardot data source. With Data Loader, you can replicate and load your source data into your target destination.

Salesforce Pardot is a Flex connector. In the Data Productivity Cloud, Flex connectors are preconfigured connectors that satisfy a number of endpoints (see below).

You can use the Salesforce Pardot connector in its preconfigured state, or you can edit the connector by adding or amending available endpoints in your Salesforce Pardot source as per your use case. You can edit Flex connectors in the Custom Connector user interface.

Schema Drift Support: Yes. Read Schema Drift to learn more.

Return to any page of this wizard by clicking Previous.

Click X in the upper-right of the UI and then click Yes, discard to close the pipeline creation wizard.

Prerequisites

Read the Allowed IP addresses topic before you begin. You may not be able to connect to certain data sources without first allowing the Batch IP addresses. In these circumstances, connection tests will always fail and you will not be able to complete the pipeline.

Endpoints

For detailed information about specific endpoints, read the Salesforce Pardot API documentation.

Create pipeline

  1. In Data Loader, click Add pipeline.
  2. Choose Salesforce Pardot from the grid of data sources. You can also use the search bar.

When you create a Salesforce Pardot Flex connector, it will become accessible from the Custom Connectors tab of the Choose sources menu. Read Flex connector setup for more information.

Choose endpoints

Select one or more endpoints to use. Use the arrow buttons to move endpoints to the Endpoints to extract and load listbox and then reorder any tables with click-and-drag. Additionally, select multiple tables using the SHIFT key.

Click Continue with X endpoints to move forward.

Configure your endpoints

You need to configure each endpoint you wish to use. These instructions assume you have kept Configuration Mode set to "Basic".

General

The General tab displays the endpoint URL. In this tab, you can set your data warehouse table name and choose either "Basic" or "Advanced" configuration.

  1. Provide a data warehouse table name.
  2. Choose either Basic or Advanced. Advanced configuration requires more manual user input. Read Custom Connector batch pipeline to learn more.

Authentication

Salesforce Pardot uses OAuth for authentication.

Read the Salesforce Pardot API documentation to learn how to acquire Salesforce Pardot OAuth credentials.

  1. Click the drop-down menu under Authentication profile and select a configured Salesforce Pardot OAuth profile.
  2. If you haven't already created an OAuth profile, click Manage Custom OAuths, which will open the OAuths page in a new browser tab. To add a new OAuth, click Add OAuth and follow the steps in Add OAuth. Once you have created an OAuth profile, replay step 1.

Behaviour (advanced mode)

In the Behaviour tab you can choose which elements you want to include as columns in the target table. By default, all elements are selected.

Parameters

  1. When Configuration Mode is set to Basic, Query, URI and Body parameters are not required.
  2. In the Header tab, set the Salesforce Pardot Salesforce Pardot-Business-Unit-Id. Refer to the Salesforce Pardot documentation to get Salesforce Pardot-Business-Unit-Id.
  3. Click Continue when you are happy with the configuration. An endpoint will display a green checkmark and red warnings will disappear from each tab.

Parameters (advanced mode)

  1. The Query, URI and Body tabs are not required.
  2. Select the Header tab.

  3. Use the Dynamic? toggle to select whether the parameter is dynamic (toggle on/green) or static (toggle off/gray).

    • Static parameters have an unchanging value that you must type into the Value field.
    • Dynamic parameters have a behavior dependent on which Parser is selected from the drop-down: DATE or STRING.

    The DATE parser retrieves source data based on some date in your current data set. To define which date will be used, you need to create a variable (see above) mapping to that date. The MAX variable type will identify the maximum value of the mapped field in your data set and load new data based on that value. For example, if the maximum (latest) date in the current data set is one week ago, all data newer than one week ago will be loaded when the pipeline runs.

    The STRING parser allows you to write a custom query that will be used in the API call.

  4. Add or select a Variable after selecting a parser type. To set a new variable:

    1. Click Add new variable.
    2. Select whether the variable type is MAX or DATE. This will determine how it is used with a parameter (see below).
    3. Name the variable. Names must be unique.
    4. Select which data field the variable maps to.
    5. Click Add.
  5. Configure the parser if required. Click the cog wheel icon next to the variable you have created to open the Version settings.
    1. Choose the required variable, if not already selected.
    2. Choose an appropriate API format.
    3. Choose a suitable timeframe from the Shift drop-down menu.
    4. In the Default field, re-enter the query with a default value for each variable. This is so that the initial run of the pipeline can retrieve data.
    5. Choose the required Data warehouse format from the drop-down menu.
    6. Click Save when finished.

Keys (advanced mode)

In the Keys tab:

  1. Add a key column by selecting a property from the drop-down. Use the + Add property button to add further properties as required.
  2. Select required parameters from the drop-down menu.

Choose destination

Choose an existing destination or click Add a new destination.

  • Read Set up Snowflake to configure your Snowflake account to use Snowflake as a destination within Data Loader.
  • Read Connect to Snowflake to use Snowflake as your destination for batch-loading a pipeline.

Set frequency

Property Description
Pipeline name A descriptive label for your pipeline. This is how the pipeline appears on the pipeline dashboard and how Data Loader refers to the pipeline.
Sync every The frequency at which the pipeline should sync. The minimum frequency is every 5 minutes. Day values include 1—7. Hour values include 1—23. Minute values include 5—59. The input is also the length of delay before the first sync.

Currently, you can't specify a start time.

Once you are happy with your pipeline configuration, click Create pipeline to complete the process and add the pipeline to your dashboard.

Support

For any queries or assistance, visit Getting support or visit our support portal.

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