Salesforce Pardot Connection Details¶
Introduction¶
Connector Version
This documentation is based on version 21.0.8662 of the connector.
Important
We recommend using the Salesforce Pardot v2 connector to connect to Salesforce Pardot as it allows for additional configuration properties.
Get Started¶
Salesforce Pardot Version Support
The connector leverages the SalesforcePardot API to enable bidirectional access to SalesforcePardot. Supports Pardot API v3 and v4.
Establish a Connection¶
Connect to Pardot¶
Connect using OAuth2¶
Set the AuthScheme
to OAuth
to authenticate with this method.
Pardot Business Unit ID¶
To connect via OAuth2.0 you need to obtain the BusinessUnitId.
To find the Pardot Business Unit ID, use Setup in Salesforce.
- From Setup, enter "Pardot Account Setup" in the Quick Find box.
Your Pardot Business Unit ID begins with "0Uv" and is 18 characters long. If you cannot access the Pardot Account Setup information, ask your Salesforce Administrator to provide you with the Pardot Business Unit ID.
You can connect after setting required connection properties for your user credentials and obtaining required access tokens using a tool such as Postman.
See Using OAuth Authentication for an authentication guide and details of the OAuth authentication flow.
Use OAuth Authentication¶
OAuth requires the use of access tokens obtained with Postman or a similar tool. OAuth authentication is supported as described in Connection under Configure OAuth Connections.
Embedded Credentials¶
Authenticate using the Embedded OAuth Credentials¶
Desktop Authentication with the Embedded OAuth App¶
You can connect without setting any connection properties for your user credentials. After setting the following, you are ready to connect:
InitiateOAuth
: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting theOAuthAccessToken
.BusinessUnitID
: Set this to your business unit id.
When you connect the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process.
- Extracts the access token from the callback URL and authenticates requests.
- Obtains a new access token when the old one expires.
- Saves OAuth values in
OAuthSettingsLocation
so the the values persist across connections.
Custom Credentials¶
This section describes desktop authentication using the credentials for your custom OAuth app. See Creating a Custom OAuth App for more information.
Get an OAuth Access Token¶
After setting the following, you are ready to connect:
OAuthClientId
: Set to the Client ID in your app settings.OAuthClientSecret
: Set to the Client Secret in your app settings.CallbackURL
: Set to the Redirect URL in your app settings.InitiateOAuth
: Set toGETANDREFRESH
. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting theOAuthAccessToken
.
When you connect, the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the following OAuth process:
- Extracts the access token from the callback URL and authenticates requests.
- Obtains a new access token when the old one expires.
- Saves OAuth values in
OAuthSettingsLocation
to be persisted across connections.
Authenticate with OAuthJWT Certificate Authentication¶
Set the AuthScheme
to OAuthJWT
.
After creating your OAuth Application, set the following connection properties:
- AuthScheme: Set to
OAuthJWT
. - InitiateOAuth: Set to
GETANDREFRESH
. - OAuthJWTCert: Set this to the JWT Certificate store.
- OAuthJWTPassword: Set this to the Password of the JWT Certificate store.
- OAuthJWTIssuer: Set this to the OAuth Client ID.
- OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.
Note
This flow never issues a refresh token.
Headless Machines¶
To create Salesforce Pardot data sources on headless servers or other machines on which the connector cannot open a browser, you need to authenticate from another machine. Authentication is a two-step process.
- Instead of installing the connector on another machine, you can follow the steps below to obtain the
OAuthVerifier
value. Or, you can install the connector on another machine and transfer the OAuth authentication values, after you authenticate through the usual browser-based flow. - You can then configure the connector to automatically refresh the access token from the headless machine.
You can follow the headless OAuth authentication flow using the connector's embedded OAuth credentials or using the OAuth credentials for your custom OAuth app.
Use the Credentials for a Custom OAuth App¶
Create a Custom OAuth App¶
See Creating a Custom OAuth App for a procedure. This section describes the procedure to authenticate and connect to data.
Obtain a Verifier Code¶
First, set the following properties on the headless machine:
InitiateOAuth
: Set toOFF
.OAuthClientId
: Set to the App ID in your app settings.OAuthClientSecret
: Set to the App Secret in your app settings.
Next, authenticate from another machine and obtain the OAuthVerifier
connection property:
- Call the GetOAuthAuthorizationURL stored procedure with the CallbackURL input parameter set to the exact Redirect URI you specified in your app settings.
- Open the returned URL in a browser. Log in and grant permissions to the connector. You are then redirected to the callback URL, which contains the verifier code.
- Save the value of the verifier code. You need to set this in the
OAuthVerifier
connection property.
Finally, on the headless machine, set the following connection properties to obtain the OAuth authentication values:
OAuthClientId
: Set to the consumer key in your app settings.OAuthClientSecret
: Set to the consumer secret in your app settings.OAuthVerifier
: Set to the verifier code.OAuthSettingsLocation
: Set to persist the encrypted OAuth authentication values to the specified file.InitiateOAuth
: Set toREFRESH
.
Connect to Data¶
After the OAuth settings file is generated, set the following properties to connect to data:
OAuthSettingsLocation
: Set to the file containing the encrypted OAuth authentication values. Make sure this file gives read and write permissions to the provider to enable the automatic refreshing of the access token.InitiateOAuth
: Set toREFRESH
.
Transfer OAuth Settings¶
To install the connector on another machine, authenticate, and then transfer the resulting OAuth values:
- On a second machine, install the connector and connect with the following properties set:
OAuthSettingsLocation
: Set to a writable text file.InitiateOAuth
: Set toGETANDREFRESH
.OAuthClientId
: Set to the Client ID in your app settings.OAuthClientSecret
: Set to the Client Secret in your app settings.CallbackURL
: Set to the Callback URL in your app settings.
- Test the connection to authenticate. The resulting authentication values are written, encrypted, to the path specified by
OAuthSettingsLocation
. Once you have successfully tested the connection, copy the OAuth settings file to your headless machine. On the headless machine, set the following connection properties to connect to data:InitiateOAuth
: Set toREFRESH
.OAuthSettingsLocation
: Set to the path to your OAuth settings file. Make sure this file gives read and write permissions to the connector to enable the automatic refreshing of the access token.
Authenticate with OAuthJWT Certificate Authentication¶
Set the AuthScheme
to OAuthJWT
.
After creating your OAuth Application, set the following connection properties:
- AuthScheme: Set to
OAuthJWT
. - InitiateOAuth: Set to
GETANDREFRESH
. - OAuthJWTCert: Set this to the JWT Certificate store.
- OAuthJWTPassword: Set this to the Password of the JWT Certificate store.
- OAuthJWTIssuer: Set this to the OAuth Client ID.
- OAuthJWTCertType: Set this to the type of the certificate store specified by OAuthJWTCert.
Note
This flow never issues a refresh token.
Create a Custom OAuth App¶
If you do not have access to the user name and password or do not wish to require them, you can use OAuth authentication. Salesforce Pardot uses the OAuth authentication standard, which requires the authenticating user to interact with Salesforce Pardot via the browser. The connector facilitates the OAuth exchange in various ways, as described in this section.
Create a Connected App¶
To obtain the OAuth client credentials, consumer key, and consumer secret:
- Log in to Salesforce.com.
- From Setup, enter
Apps
in the Quick Find box and then click the link to create an app. In theConnected Apps
section of the resulting page, clickNew
. - Enter a name to be displayed to users when they log in to grant permissions to your app, along with a contact Email address.
- Click
Enable OAuth Settings
and enter a value in theCallback URL
box. If you are making a desktop application, set the Callback URL tohttp://localhost:33333
or a different port number of your choice. If you are making a web application, set the Callback URL to a page on your Web app you want the user to be returned to after they have authorized your application. - Select the scope of permissions that your app should request from the user. At least the "pardot_api" and "api" scopes and/or "full" scope must be among the selected OAuth scopes. Otherwise, only the username-password OAuth flow can be used with the Pardot API.
- In addition, the "refresh_token" scope must be selected. By adding this scope, the API will return a refresh token in the OAuth request, which will be used by the driver to automatically refresh the access token when it expires.
- Click your app name to open a page with information about your app. The OAuth client credentials, the consumer key, and consumer secret are displayed.
Important Notes¶
Configuration Files and Their Paths¶
- All references to adding configuration files and their paths refer to files and locations on the Jitterbit agent where the connector is installed. These paths are to be adjusted as appropriate depending on the agent and the operating system. If multiple agents are used in an agent group, identical files will be required on each agent.
Advanced Features¶
This section details a selection of advanced features of the Salesforce Pardot connector.
User Defined Views
The connector allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.
SSL Configuration
Use SSL Configuration to adjust how connector handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert
property under "Connection String Options" for more information.
Proxy
To configure the connector using private agent proxy settings, select the Use Proxy Settings
checkbox on the connection configuration screen.
User Defined Views¶
The Salesforce Pardot connector allows you to define a virtual table whose contents are decided by a pre-configured query. These are called User Defined Views, which are useful in situations where you cannot directly control the query being issued to the driver, e.g. when using the driver from Jitterbit. The User Defined Views can be used to define predicates that are always applied. If you specify additional predicates in the query to the view, they are combined with the query already defined as part of the view.
There are two ways to create user defined views:
- Create a JSON-formatted configuration file defining the views you want.
- DDL statements.
Define Views Using a Configuration File¶
User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json
. The connector automatically detects the views specified in this file.
You can also have multiple view definitions and control them using the UserDefinedViews
connection property. When you use this property, only the specified views are seen by the connector.
This User Defined View configuration file is formatted as follows:
- Each root element defines the name of a view.
- Each root element contains a child element, called
query
, which contains the custom SQL query for the view.
For example:
{
"MyView": {
"query": "SELECT * FROM Prospects WHERE MyColumn = 'value'"
},
"MyView2": {
"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
}
}
Use the UserDefinedViews
connection property to specify the location of your JSON configuration file. For example:
"UserDefinedViews", "C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json"
Schema for User Defined Views¶
User Defined Views are exposed in the UserViews
schema by default. This is done to avoid the view's name clashing with an actual entity in the data model. You can change the name of the schema used for UserViews by setting the UserViewsSchemaName
property.
Work with User Defined Views¶
For example, a SQL statement with a User Defined View called UserViews.RCustomers
only lists customers in Raleigh:
SELECT * FROM Customers WHERE City = 'Raleigh';
An example of a query to the driver:
SELECT * FROM UserViews.RCustomers WHERE Status = 'Active';
Resulting in the effective query to the source:
SELECT * FROM Customers WHERE City = 'Raleigh' AND Status = 'Active';
That is a very simple example of a query to a User Defined View that is effectively a combination of the view query and the view definition. It is possible to compose these queries in much more complex patterns. All SQL operations are allowed in both queries and are combined when appropriate.
SSL Configuration¶
Customize the SSL Configuration¶
By default, the connector attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.
To specify another certificate, see the SSLServerCert
property for the available formats to do so.
Data Model¶
Overview
This section shows the available API objects and provides more information on executing SQL to Salesforce Pardot APIs.
Key Features
- The connector models Salesforce Pardot entities like documents, folders, and groups as relational views, allowing you to write SQL to query Salesforce Pardot data.
- Stored procedures allow you to execute operations to Salesforce Pardot, including retrieving the access token and keeping it refreshed in OAuth 2.0.
- Live connectivity to these objects means any changes to your Salesforce Pardot account are immediately reflected when using the connector.
Collaborative Query Processing
The connector offloads as much of the SELECT statement processing as possible to Salesforce Pardot and then processes the rest of the query in memory. API limitations and requirements are also documented in this section.
See SupportEnhancedSQL
for more information on how the connector circumvents API limitations with in-memory client-side processing.
Salesforce Pardot V3 & V4 Data Model¶
The Salesforce Pardot connector models Salesforce Pardot entities as relational Tables, Views, and Stored Procedures. API limitations and requirements are documented in this section; you can use the SupportEnhancedSQL
feature, set by default, to circumvent most of these limitations.
Tables¶
The connector models the data in Salesforce Pardot into a list of tables that can be queried using standard SQL statements.
Generally, querying Salesforce Pardot tables is the same as querying a table in a relational database. Sometimes there are special cases, for example, including a certain column in the WHERE clause might be required to get data for certain columns in the table. This is typically needed for situations where a separate request must be made for each row to get certain columns. These types of situations are clearly documented at the top of the table page linked below.
Salesforce Pardot Connector Tables¶
Name | Description |
---|---|
Campaigns | Retrieve and modify campaigns. |
CustomFields | Retrieve and modify custom fields. |
ListMemberships | Retrieve and modify list memberships. |
Lists | Retrieve and modify lists. |
Opportunities | Retrieve and modify opportunities. |
ProspectAccounts | Retrieve and modify prospect accounts. |
Prospects | Retrieve and modify prospects. |
Campaigns¶
Retrieve and modify campaigns.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.Name
supports '='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM Campaigns WHERE Id = 43
SELECT * FROM Campaigns WHERE Name = 'Website Tracking'
Insert¶
This table does not have any required attributes when performing an insert.
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID for this campaign. | |
Name | String | False | Campaign's name. | |
Cost | Integer | False | Cost associated to the campaign. | |
CrmFId | String | True | The CRM FID associated to the campaign. |
Pseudo-Columns¶
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
Name | Type | Description |
---|---|---|
CreatedAt | Datetime | Filter by the creation time. |
UpdatedAt | Datetime | Filter by the modification time. |
CustomFields¶
Retrieve and modify custom fields.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.CreatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM CustomFields WHERE Id = 50
SELECT * FROM CustomFields WHERE CreatedAt > '01/01/2019'
Insert¶
The following attributes are required when performing an insert: FieldId, Name.
INSERT INTO CustomFields(FieldId, Name) VALUES(100, 'Example')
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID for this custom field. | |
Name | String | False | Custom field's name. | |
FieldId | String | True | API ID for custom field. | |
Type | String | False | type of field. | |
TypeId | Integer | True | Pardot ID for custom field's type. | |
CreatedAt | Datetime | True | Time custom field was created in Pardot. | |
UpdatedAt | Datetime | True | Last time custom field was updated. | |
IsRecordMultipleResponses | Boolean | False | If true, this custom field will record multiple responses. | |
CrmId | String | False | The CRM ID of the field you would like to map to this custom field. | |
IsUseValues | Boolean | False | If true, this custom field will use predefined values. |
ListMemberships¶
Retrieve and modify list memberships.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.ListId
supports '='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM ListMemberships WHERE Id = 26
SELECT * FROM ListMemberships WHERE ListId = 44
SELECT * FROM ListMemberships WHERE CreatedAt > '01/01/2019'
Insert¶
The following attributes are required when performing an insert: ListId, ProspectId.
INSERT INTO ListMemberships(ListId, ProspectId) VALUES(20104, 3457990)
Get Deleted¶
To retrieve deleted records, a GETDELETED statement can be executed. The GETDELETED statement supports the same server side filters that are supported by the SELECT statement (except ID when using the equality(=) operator), but does not perform any client side filtering.
GETDELETED FROM ListMemberships WHERE ID = 231
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID for this list membership. | |
ListId | Integer | True | Lists.Id | Pardot ID of the list for this membership. |
ProspectId | Integer | True | Prospects.Id | Pardot ID of the prospect for this membership. |
OptedOut | Integer | False | If value is 1, the prospect is unsubscribed from receiving emails from this list. | |
CreatedAt | Datetime | True | Time that this membership was created in Pardot. | |
UpdatedAt | Datetime | True | Last time that this membership was updated. |
Lists¶
Retrieve and modify lists.
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID of this list. | |
Name | String | False | List's name (internal to Pardot). | |
IsPublic | Boolean | False | If true, list will show on EPC pages to prospects. | |
IsDynamic | Boolean | True | If true, list has prospects dynamically added to it via a set of chosen rules. | |
Title | String | False | List's title (visible to subscribers). | |
Description | String | False | List's description. | |
IsCrmVisible | Boolean | False | If true, list will be visible in CRM to add or remove from. | |
CreatedAt | Datetime | True | Time list was created in Pardot. | |
UpdatedAt | Datetime | True | Last time list was updated. |
Opportunities¶
Retrieve and modify opportunities.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.Probability
supports '=', '<', '<=', '>', '>='.CreatedAt
supports '=', '<', '<=', '>', '>='.ProspectEmail
supports '='.ProspectId
supports '='.
For example, the following queries are processed server side:
SELECT * FROM Opportunities WHERE Id = 14
SELECT * FROM Opportunities WHERE ProspectId = 34
SELECT * FROM Opportunities WHERE ProspectEmail = 'example@exampledomain.com'
Insert¶
The following attributes are required when performing an insert: CampaignId, Name, Value, Probability, ProspectEmail, ProspectId.
INSERT INTO Opportunities(CampaignId, Name, Value, Probability, ProspectEmail, ProspectId) VALUES(1, 'Example', 3, 75, 'example@exampledomain.com', 2)
Note: This table cannot be updated if a Salesforce connector is present.
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID for this opportunity. | |
CampaignId | Integer | False | Campaigns.Id | Pardot ID of the campaign associated with this opportunity Note: Information about an opportunity's campaign association is returned in a campaign node in the XML response. However, updates to campaign associations are done by providing campaign_id during an UPDATE> request. See XML Response Formats in Using Opportunities for more details. |
Name | String | False | Opportunity's name. | |
Value | Double | False | Opportunity's value Restrictions: value must be a positive numeric value. | |
Probability | Integer | False | Opportunity's probability Restrictions: value must be a positive numeric value between 0 and 100 inclusive. | |
Type | String | False | Opportunity's type. | |
Stage | String | False | Opportunity's stage. | |
Status | String | False | Opportunity's status Restrictions: status must be either won, lost, or open. | |
ClosedAt | Datetime | False | Opportunity's closed date Note: if this is left blank, the closed_at datetime (Closed Date within the app) will not be set, even when the Opportunity's stage, status or probability are set to indicate opportunity closure. | |
CreatedAt | Datetime | True | Time opportunity was created in Pardot. | |
UpdatedAt | Datetime | True | Last time opportunity was updated in Pardot. | |
ProspectEmail | String | False | Email of the prospect. | |
ProspectId | Integer | False | Id of the prospect. |
ProspectAccounts¶
Retrieve and modify prospect accounts.
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID of the prospect account. | |
CreatedAt | Datetime | False | Filter by the creation time. | |
UpdatedAt | Datetime | False | Filter by the modification time. |
Prospects¶
Retrieve and modify prospects.
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID for this prospect. | |
CampaignId | Integer | False | Campaigns.Id | Pardot ID of the campaign associated with this prospect Note: Information about a prospect's campaign association is returned in a campaign node in the XML response. However, updates to campaign associations are done by providing campaign_id during an UPDATE> request. See XML Response Formats in Using Prospects for more details. |
Salutation | String | False | Prospect's formal prefix. | |
FirstName | String | False | Prospect's first name. | |
LastName | String | False | Prospect's last name. | |
Email | String | False | Prospect's email address. | |
Password | String | False | Prospect's password. | |
Company | String | False | Prospect's company. | |
ProspectAccountId | Integer | False | ProspectAccounts.Id | Prospect's account ID. |
Website | String | False | Prospect's website URL. | |
JobTitle | String | False | Prospect's job title. | |
Department | String | False | Prospect's department. | |
Country | String | False | Prospect's country. | |
AddressOne | String | False | Prospect's address, line 1. | |
AddressTwo | String | False | Prospect's address, line 2. | |
City | String | False | Prospect's city. | |
State | String | False | Prospect's US state. | |
Territory | String | False | Prospect's territory. | |
Zip | String | False | Prospect's postal code. | |
Phone | String | False | Prospect's phone number. | |
Fax | String | False | Prospect's fax number. | |
Source | String | False | Prospect's source. | |
AnnualRevenue | String | False | Prospect's annual revenue. | |
Employees | String | False | Prospect's number of employees. | |
Industry | String | False | Prospect's industry. | |
YearsInBusiness | String | False | Prospect's number of years in business. | |
Comments | String | False | Comments about this prospect. | |
Notes | String | False | Notes about this prospect. | |
Score | Integer | False | Prospect's score. | |
Grade | String | True | Prospect's letter grade. | |
LastActivityAt | Datetime | True | Time stamp of this prospect's latest visitor activity. | |
RecentInteraction | String | True | Describes the prospect's most recent interaction with Pardot. | |
CrmLeadFid | String | True | Prospect's lead ID in a supported CRM system. | |
CrmContactFid | String | True | Prospect's contact ID in a supported CRM system. | |
CrmOwnerFid | String | True | Prospect's owner ID in a supported CRM system. | |
CrmAccountFid | String | True | Account ID in a supported CRM system. | |
CrmLastSync | Datetime | True | Last time this prospect was synced with a supported CRM system. | |
CrmUrl | String | True | URL to view the prospect within the CRM system. | |
IsDoNotEmail | Boolean | False | If value is 1, prospect prefers not to be emailed. | |
IsDoNotCall | Boolean | False | If value is 1, prospect prefers not to be called. | |
OptedOut | Boolean | True | If value is 1, prospect has opted out of marketing communications. | |
IsReviewed | Boolean | False | If value is 1, prospect has been reviewed. | |
IsStarred | Boolean | False | If value is 1, prospect has been starred. | |
CreatedAt | Datetime | True | Time prospect was created in Pardot. | |
UpdatedAt | Datetime | True | Last time prospect was updated in Pardot. |
Views¶
Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.
Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard. To find out more about tables and stored procedures, please navigate to their corresponding entries in this help document.
Salesforce Pardot Connector Views¶
Name | Description |
---|---|
Account | Retrieve account info. |
CustomRedirects | Retrieve and modify custom redirects. |
DynamicContents | Retrieve dynamic contents. |
EmailClicks | Retrieve email clicks. |
Emails | Retrieve emails. |
EmailStats | Retrieve email stats. |
EmailTemplates | Retrieve email templates. |
Forms | Retrieve forms. |
LifecycleHistories | Retrieve lifecycle histories. |
LifecycleStages | Retrieve lifecycle stages. |
OneToOneEmails | Retrieve one to one emails. |
TagObjects | Retrieve tag objects. |
Tags | Retrieve tags. |
Users | Retrieve users. |
VisitorActivities | Retrieve visitor activities. |
Visitors | Retrieve visitors. |
VisitorsPageViews | Retrieve visitors page views. |
Visits | Retrieve visits. |
Account¶
Retrieve account info.
Table Specific Information¶
Select¶
The connector will process all filters client side.
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this account. | |
Level | String | The level of product for the account. | |
Website | String | Account website. | |
VanityDomain | String | Custom vanity domain name. | |
PluginCampaignId | Integer | Plugin ID for account campaign. | |
TrackingCodeTemplate | String | Markup and code for use in tracking templates. | |
Address1 | String | Account contact address, line 1. | |
Address2 | String | Account contact address, line 2. | |
City | String | Account contact city. | |
State | String | Account contact state. | |
Territory | String | Account contact territory. | |
Zip | String | Account contact zip code. | |
Country | String | Account contact country. | |
Phone | String | Account contact phone number. | |
Fax | String | Account contact fax number. |
CustomRedirects¶
Retrieve and modify custom redirects.
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this custom redirect. | |
Name | String | Custom redirect's name. | |
Url | String | URL for the custom redirect. | |
Destination | String | URL the custom redirect leads to. | |
CampaignId | Integer | Campaigns.Id | The campaign associated with this custom redirect. |
CampaignName | String | Campaigns.Name | The campaign associated with this custom redirect. |
CreatedAt | Datetime | Time custom redirect was created in Pardot. | |
UpdatedAt | Datetime | Last time custom redirect was updated. |
DynamicContents¶
Retrieve dynamic contents.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM DynamicContents WHERE Id = 32
SELECT * FROM DynamicContents WHERE CreatedAt > '02/03/2019 23:11:33'
SELECT * FROM DynamicContents WHERE UpdatedAt > '01/03/2018 23:11:33' AND UpdatedAt <= '02/03/2019 23:11:33'
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this dynamic content. | |
Name | String | Dynamic content's name. | |
EmbedCode | String | Code to embed this dynamic content onto your webpage. | |
EmbedUrl | String | URL to embed this dynamic content. | |
BaseContent | String | The default dynamic content. | |
BasedOn | String | Field that this dynamic content is based on. | |
Variation | String | The variation of content prospect will see based on the field's value Note: Information about a variation is returned in a variation node in the XML response. It contains the value of the field in the comparison tag and the content of the variation in the content tag. | |
CreatedAt | Datetime | Time dynamic content was created in Pardot. | |
UpdatedAt | Datetime | Last time dynamic content was updated. |
EmailClicks¶
Retrieve email clicks.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '>', '>='.ListEmailId
supports '='.DripProgramActionId
supports '='.EmailTemplateId
supports '='.TrackerRedirectId
supports '='.CreatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM EmailClicks WHERE ListEmailId = 20
SELECT * FROM EmailClicks WHERE DripProgramActionId = 42
SELECT * FROM EmailClicks WHERE EmailTemplateId = 26 AND TrackerRedirectId = 31 AND CreatedAt > '02/03/2019 23:11:33'
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this email click. | |
ProspectId | Integer | Prospects.Id | Pardot ID for the associated prospect. |
Url | String | URL of the email click. | |
ListEmailId | Integer | Pardot ID for the associated list email. Value not present if null. | |
DripProgramActionId | Integer | Pardot ID for the associated drip program action. Value not present if null. | |
EmailTemplateId | Integer | EmailTemplates.Id | Pardot ID for the associated email template. Value not present if null. |
TrackerRedirectId | Integer | Pardot ID for the associated tracker redirect. Value not present if null. | |
CreatedAt | Datetime | Time that email click occurred. |
Emails¶
Retrieve emails.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '='.
For example, the following query is processed server side:
SELECT * FROM Emails WHERE ID = 10
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this email. | |
Name | String | Name of this email. | |
Subject | String | Email Subject. | |
Message | String | Contains text and html elements of different formats. | |
CreatedAt | Datetime | Time the Email Was Created. |
EmailStats¶
Retrieve email stats.
Table Specific Information¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. To query this table, you need to specify the Id. The rest of the filter is executed client side within the connector.
Id
supports '='.
For example, the following query is processed server side:
SELECT * FROM EmailStats WHERE ID = 10
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this email. | |
Sent | Integer | Sent status. | |
Delivered | Integer | Delivered status. | |
TotalClicks | Integer | Total clicks. | |
UniqueClicks | Integer | Unique clicks. | |
SoftBounced | Integer | Soft bounces. | |
HardBounced | Integer | Hard bounces. | |
OptOuts | Integer | Opt count. | |
SpamComplains | Integer | Spam complains. | |
Opens | Integer | Opens. | |
UniqueOpens | Integer | Unique opens. | |
DeliveryRate | String | Delivery rate. | |
OpensRate | String | Open rate. | |
ClickThroughRate | String | Click through rate. | |
UniqueClickThroughRate | String | Unique click through rate. | |
ClickOpenRatio | String | Click to open ration. | |
OptOutrate | String | Opt rate. | |
SpamComplaintRate | String | Spam complaint rate. |
EmailTemplates¶
Retrieve email templates.
Table Specific Information¶
Select¶
By default only templates connected to OneToOneEmails will be returned.
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '='.
For example, the following queries are processed server side:
SELECT * FROM EmailTemplates WHERE ID = 22
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id | Integer | Identifier. | |
EmailType | Integer | Email type. | |
Error | Integer | Error. | |
HtmlMessage | String | Html content. | |
IsAutoResponderEmail | Integer | Whether it is an auto responder email. | |
IsDripEmail | Integer | Whether it is a drip email. | |
IsListEmail | Integer | Whether it is a lsit email. | |
IsOneToOneEmail | Integer | Whether it is a one to one email. | |
Name | String | Name | |
SendOptionsReplyToAddressAggregate | String | Reply to addresses. | |
SendOptionsSendFromDataAggregate | String | Send from information. | |
Subject | String | Email subject. | |
TextMessage | String | Email text. | |
TrackedHtmlMessage | String | Tracked html message. | |
TrackedTextMessage | String | Tracked text message. | |
Type | Integer | Email type. |
Forms¶
Retrieve forms.
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this form. | |
Name | String | Form's name. | |
CampaignId | String | Campaigns.Id | Pardot ID of the campaign associated with this form. |
EmbedCode | String | The code used to embed the form on your webpage. | |
CreatedAt | Datetime | Time form was created in Pardot. | |
UpdatedAt | Datetime | Last time form was updated. |
LifecycleHistories¶
Retrieve lifecycle histories.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.CreatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM LifecycleHistories WHERE Id = 49
SELECT * FROM LifecycleHistories WHERE Id >= 44
SELECT * FROM LifecycleHistories WHERE CreatedAt <= '02/03/2019 23:11:33'
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID of this lifecycle history. | |
ProspectId | Integer | Prospects.Id | Pardot's ID for the prospect in this stage. |
PreviousStageId | Integer | Pardot ID of the stage this prospect was previously in. | |
NextStageId | Integer | Pardot ID of the stage this prospect will be in next. | |
SecondsElapsed | Integer | Number of seconds for prospect to get to current stage. | |
CreatedAt | Datetime | Time lifecycle history was created in Pardot. |
LifecycleStages¶
Retrieve lifecycle stages.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM LifecycleStages WHERE ID = 18
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID of this lifecycle stage. | |
Name | String | Lifecycle stage's name. | |
Position | Integer | Lifcycle stage's position in lifecycle. | |
IsLocked | Boolean | If true, lifecycle stage is locked. |
OneToOneEmails¶
Retrieve one to one emails.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '='.
For example, the following queries are processed server side:
SELECT * FROM OneToOneEmails WHERE ID = 11
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Identifier. | |
EmailType | Integer | Email type. | |
IsAutoResponderEmail | Integer | Whether it is an auto responder email. | |
IsDripEmail | Integer | Where it is a drip email. | |
IsListEmail | Integer | Whether it is a list email. | |
IsOneToOneEmail | Integer | Whether it is a one to one email. | |
Name | String | Name. | |
Subject | String | Email subject. | |
Type | Integer | Email type. |
TagObjects¶
Retrieve tag objects.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.TagId
supports '='.Type
supports '='.ObjectId
supports '='.CreatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM TagObjects WHERE Id <= 31
SELECT * FROM TagObjects WHERE TagId = 12
SELECT * FROM TagObjects WHERE CreatedAt <= '02/03/2019 23:11:33'
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID of the tag object. | |
TagId | Integer | Tags.Id | The Pardot ID of the tag. |
Type | String | The type of object associated with the tag. | |
ObjectId | Integer | The Pardot ID of the object. | |
CreatedAt | Datetime | Time tag was associated with the object in Pardot. |
Tags¶
Retrieve tags.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.Name
supports '='.CreatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM Tags WHERE Id >= 42
SELECT * FROM Tags WHERE Name = 'criteria'
SELECT * FROM Tags WHERE CreatedAt >= '02/03/2019 23:11:33'
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this tag. | |
Name | String | Tag's name. | |
CreatedAt | Datetime | Time tag was created in Pardot. | |
UpdatedAt | Datetime | Last time tag was updated. |
Users¶
Retrieve users.
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID of the user. | |
Email | String | User's email address. | |
FirstName | String | User's first name. | |
LastName | String | User's last name. | |
JobTitle | String | User's job title. | |
Role | String | User's role. | |
CreatedAt | Datetime | Time user was created in Pardot; Time is reported in the API user's preferred timezone. | |
UpdatedAt | Datetime | Last time user was updated in Pardot; Time is reported in the API user's preferred timezone. |
VisitorActivities¶
Retrieve visitor activities.
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this visitor activity. | |
ProspectId | Integer | Prospects.Id | Pardot ID for the associated prospect. |
VisitorId | Integer | Visitors.Id | Pardot ID for the associated visitor. |
Type | Integer | Visitor activity's type number; See listing below. | |
TypeName | String | Visitor activity's type name; See listing below. | |
Details | String | Details about this visitor activity such as the name of the object associated with this activity, the search phrase used in a site search query, etc. | |
EmailId | Integer | Emails.Id | Pardot ID of the email associated with this visitor activity Note: This node will only appear if this visitor activity has an email associated with it. |
EmailTemplateId | Integer | EmailTemplates.Id | Pardot ID of the email template associated with this visitor activity Note: This node will only appear if this visitor activity has an email associated with it. |
ListEmailId | Integer | Pardot ID of the list email associated with this visitor activity Note: This node will only appear if this visitor activity has an email associated with it. | |
FormId | Integer | Forms.Id | Pardot ID of the form associated with this visitor activity Note: This node will only appear if this visitor activity has a form associated with it. |
FormHandlerId | Integer | Pardot ID of the form handler associated with this visitor activity Note: This node will only appear if this visitor activity has a form handler associated with it. | |
SiteSearchQueryId | Integer | Pardot ID of the site search query associated with this visitor activity Note: This node will only appear if this visitor activity has a site search query associated with it. | |
LandingPageId | Integer | Pardot ID of the landing page associated with this visitor activity Note: This node will only appear if this visitor activity has a landing page associated with it. | |
PaidSearchIdId | Integer | Pardot ID of the paid search ad associated with this visitor activity Note: This node will only appear if this visitor activity has a paid search ad associated with it. | |
MultivariateTestVariationId | Integer | Pardot ID of the multivariate test variation associated with this visitor activity Note: This node will only appear if this visitor activity has a multivariate test variation associated with it. | |
VisitorPageViewId | Integer | Pardot ID of the visitor page view associated with this visitor activity Note: This node will only appear if this visitor activity has a visitor page view associated with it. | |
FileId | Integer | Pardot ID of the file associated with this visitor activity Note: This node will only appear if this visitor activity has a file associated with it. | |
CampaignId | Integer | Campaigns.Id | Campaign id. |
CampaignName | String | Campaign name. | |
CampaignCost | Integer | Campaign cost. | |
CreatedAt | Datetime | Time that visitor activity occurred. |
Visitors¶
Retrieve visitors.
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this visitor. | |
PageViewCount | Integer | Number of page views by this visitor. | |
IpAddress | String | Visitor's IP address. | |
Hostname | String | Visitor's hostname. | |
CampaignParameter | String | Visitor's campaign parameter utm_campaign from Google Analytics. | |
MediumParameter | String | Visitor's medium parameter utm_medium from Google Analytics. | |
SourceParameter | String | Visitor's source parameter utm_source from Google Analytics. | |
ContentParameter | String | Visitor's content parameter utm_content from Google Analytics. | |
TermParameter | String | Visitor's term parameter utm_term from Google Analytics. | |
CreatedAt | Datetime | Time visitor was created in Pardot. | |
UpdatedAt | Datetime | Last time visitor was updated in Pardot. | |
ProspectId | Integer | Selects visits with the given Prospect IDs. |
VisitorsPageViews¶
Retrieve visitors page views.
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this visitor page view. | |
VisitId | Integer | Visits.Id | Pardot ID for this visit. |
VisitorId | Integer | Visitors.Id | Pardot ID for the associated visitor. |
ProspectId | Integer | Prospects.Id | Pardot ID for the associated prospect. |
Url | String | The Url of the page. | |
Title | String | The Title column of the VisitorsPageViews object. | |
CreatedAt | Datetime | The CreatedAt column of the VisitorsPageViews object. |
Visits¶
Retrieve visits.
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this visit. | |
VisitorId | Integer | Visitors.Id | Pardot ID for the associated visitor. |
ProspectId | Integer | Prospects.Id | Pardot ID for the associated prospect. |
VisitorPageViewCount | Integer | Number of page views for this visit. | |
FirstVisitorPageViewAt | Datetime | Time of first page view for this visit. | |
LastVisitorPageViewAt | Datetime | Time of last page view for this visit. | |
DurationInSeconds | Integer | Length of this visit. | |
CampaignParameter | String | Visit's campaign parameter utm_campaign from Google Analytics. | |
MediumParameter | String | Visit's medium parameter utm_medium from Google Analytics. | |
SourceParameter | String | Visit's source parameter utm_source from Google Analytics. | |
ContentParameter | String | Visit's content parameter utm_content from Google Analytics. | |
TermParameter | String | Visit's term parameter utm_term from Google Analytics. | |
CreatedAt | Datetime | Time visit was created in Pardot. | |
UpdatedAt | Datetime | Last time visit was updated in Pardot. |
Stored Procedures¶
Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the retrieval of the data is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return back a dataset that contains the collection of tuples that constitute the response.
Salesforce Pardot Connector Stored Procedures¶
Name | Description |
---|---|
AssignProspect | Update the locations for a shipping zone. |
AssignProspectAccount | Update the locations for a shipping zone. |
GetOAuthAccessToken | If using a Windows application, set Authmode to App. If using a Web app, set Authmode to Web and specify the Verifier obtained by GetOAuthAuthorizationUrl. |
GetOAuthAuthorizationUrl | Gets the authorization URL that must be opened separately by the user to grant access to your application. Only needed when developing Web apps. |
RefreshOAuthAccessToken | Refreshes the OAuth token or session ID after the session has expired. Your OAuth application must have the refresh_token scope enabled. |
SendEmail | Update the locations for a shipping zone. |
UnAssignProspect | Update the locations for a shipping zone. |
UnDeleteOpportunity | Update the locations for a shipping zone. |
AssignProspect¶
Update the locations for a shipping zone.
Execute¶
EXEC AssignProspect ProspectId=432, AssignmentType='user', AssignTo=101
EXEC AssignProspect ProspectId=432, AssignmentType='email', AssignTo='prospectEmail@host.tld'
Input
Name | Type | Required | Description |
---|---|---|---|
ProspectId | String | False | The ID of the prospect. |
AssignmentType | String | False | The type of the assignment. Can be one of: email, user, group. |
AssignTo | String | False | The value to assign to. If the type is user or group the value should be the respective id. |
Result Set Columns
Name | Type | Description |
---|---|---|
Success | String | This value shows a boolean indication of whether the operation was successful or not. |
AssignProspectAccount¶
Update the locations for a shipping zone.
Execute¶
EXEC AssignProspectAccount UserId=432, ProspectAccountId=501
Input
Name | Type | Required | Description |
---|---|---|---|
ProspectAccountId | String | False | The ID of the prospect account. |
UserId | String | False | The ID of the user. |
Result Set Columns
Name | Type | Description |
---|---|---|
Success | String | This value shows a boolean indication of whether the operation was successful or not. |
GetOAuthAccessToken¶
If using a Windows application, set Authmode to App. If using a Web app, set Authmode to Web and specify the Verifier obtained by GetOAuthAuthorizationUrl.
Input¶
Name | Type | Required | Description |
---|---|---|---|
Authmode | String | False | The type of authentication mode to use. Select App for getting authentication tokens via a desktop app. Select Web for getting authentication tokens via a Web app. The allowed values are APP, WEB. The default value is APP. |
Verifier | String | False | The verifier token returned by Salesforce after using the URL obtained with GetOAuthAuthorizationUrl. |
Scope | String | False | A space-separated scope of permissions you need the app to have access to. The available values are api, chatter_api, full, id, refresh_token, visualforce, and web. For details, refer to: http://help.salesforce.com/help/doc/en/remoteaccess_oauth_scopes.htm. |
CallbackUrl | String | False | The page to return the Salesforce app after authentication has been completed. |
Api_Version | String | False | The API version you would like to authenticate to. The default value is 49.0. |
State | String | False | Any value that you wish to be sent with the callback. |
GrantType | String | False | Authorization grant type. Only available for OAuth 2.0. If left unspecified, the default value is the value of the OAuthGrantType connection property. The allowed values are CODE, PASSWORD. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
Scope | String | The scope of permissions for the app. |
Instance_Url | String | The instance URL being used by the app. |
Id | String | The ID associated with the OAuth token. |
Issued_At | String | When the token was issued at. |
Signature | String | A signature for the OAuth token. |
OAuthRefreshToken | String | A token that may be used to obtain a new access token. |
OAuthAccessToken | String | The OAuth access token. |
ExpiresIn | String | The remaining lifetime on the access token. A -1 denotes that it will not expire. |
GetOAuthAuthorizationUrl¶
Gets the authorization URL that must be opened separately by the user to grant access to your application. Only needed when developing Web apps.
Input¶
Name | Type | Required | Description |
---|---|---|---|
CallbackUrl | String | False | The page to return the user after authorization is complete. |
Scope | String | False | A space-separated scope of permissions you need the app to have access to. The available values are api, chatter_api, full, id, refresh_token, visualforce, web. For more details, refer to: http://help.salesforce.com/help/doc/en/remoteaccess_oauth_scopes.htm. |
Grant_Type | String | False | The type of authorization to be granted for your app. If this is set to code, the stored procedure will return an authorization URL containing the verifier code in a query string parameter, which you will need to submit back with the GetOAuthAccessToken stored procedure. Implicit will cause the OAuth access token to be returned directly in the URL. The allowed values are Implicit, Code. |
State | String | False | Any value that you wish to be sent with the callback. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
Url | String | The authorization URL. |
RefreshOAuthAccessToken¶
Refreshes the OAuth token or session ID after the session has expired. Your OAuth application must have the refresh_token scope enabled.
Input¶
Name | Type | Required | Description |
---|---|---|---|
OAuthRefreshToken | String | True | The refresh token returned when the OAuth Token was first created. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
Instance_Url | String | Instance of Salesforce the OAuth token is valid for. |
OAuthAccessToken | String | The OAuth token. |
Id | String | ID associated with the OAuth Token. |
Issued_At | String | When the OAuth Token was issued. |
Signature | String | Signature of the OAuth Token. |
ExpiresIn | String | The remaining lifetime on the access token. A -1 denotes that it will not expire. |
SendEmail¶
Update the locations for a shipping zone.
Execute¶
This procedure requires any of the following input combinations:
One of: ProspectId, ProspectEmail or ListId. One of: TemplateId or (TextContent, Name, Subject and (FromEmail, FromName or FromUserId)) Examples:
EXEC SendEmail CampaignId=20006, ProspectId=1807618, TemplateId=13598
EXEC SendEmail CampaignId=20006, ProspectEmail='prospectEmail@host.tld', TextContent='content', Name='email name', Subject='email subject', FromUserId=24486
EXEC SendEmail CampaignId=20006, ListId=20104, TextContent='content', Name='email name', Subject='email subject', FromEmail='senderEmail@host.tld', FromName='Name Surname'
Input
Name | Type | Required | Description |
---|---|---|---|
CampaignId | String | False | The ID of the campaign. |
ProspectId | String | False | The ID of the prospect. |
ProspectEmail | String | False | The email of the prospect. |
ListId | String | False | The ID of the lists to send to. |
TemplateId | String | False | The ID of the prospect. |
TextContent | String | False | The ID of the prospect. |
Name | String | False | The ID of the prospect. |
Subject | String | False | The ID of the prospect. |
FromEmail | String | False | The ID of the prospect. |
FromName | String | False | The ID of the prospect. |
FromUserId | String | False | The ID of the prospect. |
ReplyToEmail | String | False | The ID of the prospect. |
OperationalEmail | String | False | The ID of the prospect. |
HTMLContent | String | False | The ID of the prospect. |
Result Set Columns
Name | Type | Description |
---|---|---|
Success | String | This value shows a boolean indication of whether the operation was successful or not. |
UnAssignProspect¶
Update the locations for a shipping zone.
Execute¶
EXEC UnAssignProspect ProspectId=432
Input
Name | Type | Required | Description |
---|---|---|---|
ProspectId | String | False | The ID of the prospect. |
Result Set Columns
Name | Type | Description |
---|---|---|
Success | String | This value shows a boolean indication of whether the operation was successful or not. |
UnDeleteOpportunity¶
Update the locations for a shipping zone.
Execute¶
EXEC UnDeleteOpportunity Id=600
Input
Name | Type | Required | Description |
---|---|---|---|
Id | String | False | The ID of the opportunity. |
Result Set Columns
Name | Type | Description |
---|---|---|
Success | String | This value shows a boolean indication of whether the operation was successful or not. |
Salesforce Pardot V5 Data Model¶
The Salesforce Pardot connector models Salesforce Pardot Pardot API v5 objects as relational Tables, Views, and Stored Procedures. API limitations and requirements are documented in this section; you can use the SupportEnhancedSQL
feature, set by default, to circumvent most of these limitations.
Tables¶
Tables describes a sample of the available standard tables.
Tables¶
The connector models the data in Salesforce Pardot into a list of tables that can be queried using standard SQL statements.
Generally, querying Salesforce Pardot tables is the same as querying a table in a relational database. Sometimes there are special cases, for example, including a certain column in the WHERE clause might be required to get data for certain columns in the table. This is typically needed for situations where a separate request must be made for each row to get certain columns. These types of situations are clearly documented at the top of the table page linked below.
Salesforce Pardot Connector Tables¶
Name | Description |
---|---|
CustomRedirects | Track links on your website or third-party site with Pardot custom redirects. |
EmailTemplates | Query email templates. |
Files | Upload images and other files to use in your Pardot emails, forms, and landing pages. |
LayoutTemplates | Retrieve and modify layout templates. |
Lists | Retrieve and modify lists. |
Prospects | Retrieve and modify prospects. |
CustomRedirects¶
Track links on your website or third-party site with Pardot custom redirects.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.IsDeleted
supports '='.
For example, the following queries are processed server side:
SELECT * FROM CustomRedirects WHERE Id = 40
SELECT * FROM CustomRedirects WHERE IsDeleted = 'true'
Insert¶
The following attributes are required when performing an insert: Name, CampaignId, DestinationUrl.
INSERT INTO CustomRedirects (Name,CampaignId,DestinationUrl) VALUES ('name','1','https://example.com/content.html')
Update¶
Update CustomRedirects attributes.
Update CustomRedirects set Name='newName', FolderId='527425' where Id=24143
Delete
Remove all CustomRedirects objects or one by specifying the ID of the CustomRedirect.
DELETE FROM CustomRedirects
DELETE FROM CustomRedirects WHERE ID = 10003
GetDeleted¶
To retrieve custom redirects that are in the recycle bin in Pardot the following operation is supported:
GETDELETED FROM CustomRedirects
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID for this campaign. | |
Name | String | False | Name of the object for identification in Pardot. | |
CampaignId | Integer | False | Pardot Campaign related to this object. | |
DestinationUrl | String | False | A fully qualified URL. The visitor who clicks the custom redirect is directed to this location. | |
FolderId | Integer | False | ID of the folder containing this object. Uses the asset type's uncategorized folder if not specified on create. | |
TrackerDomainId | Integer | False | ID of the tracker domain to use in the URL for this object. Uses the primary tracker domain for the account if not specified on create. | |
VanityUrl | String | True | Fully qualified vanity URL. Includes tracker domain and vanityUrlPath. | |
VanityUrlPath | String | False | Vanity URL path (excluding protocol and host). Must be unique for each tracker domain. | |
gaSource | String | False | Google Analytics Campaign source. | |
gaMedium | String | False | Google Analytics Campaign medium. | |
gaTerm | String | False | Google Analytics Campaign keyword. | |
gaContent | String | False | Google Analytics Campaign content. | |
gaCampaign | String | False | Google Analytics Campaign ID. | |
SalesforceId | String | True | ID of the Salesforce object representing this object. | |
TrackedUrl | String | True | Fully qualified tracked URL. Does not include Vanity. URL | |
BitlyIsPersonalized | String | True | True if a custom Bitly URL was. set | |
BitlyShortUrl | String | True | If set, a fully qualified Bitly. URL | |
IsDeleted | Boolean | True | True if the object is in the Pardot recycle bin. | |
CreatedAt | Datetime | True | The object creation timestamp. | |
UpdatedAt | Datetime | True | The timestamp of the last update of the object. | |
CreatedById | Integer | True | ID of the individual who created this object. | |
UpdatedById | Integer | True | ID of the individual who last updated this object. |
EmailTemplates¶
Query email templates.
Table Specific Information¶
Select¶
The connector uses the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.IsOneToOneEmail
supports '='.IsDeleted
supports '='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM EmailTemplates WHERE Id = 50
SELECT * FROM EmailTemplates WHERE UpdatedAt > '01/01/2022'
SELECT * FROM EmailTemplates WHERE CreatedAt > '01/01/2022'
To insert into a table, specifying the SenderOptionsAggregate is required. The input for this field follows principles of Deep Inserts. In Deep Insert, you simultaneously create a base object and link it to the related field in the main table. To submit JSON data, supply the values for the child table in JSON format. In order to execute the insert, the complete JSON can be referenced or included as string literals. For example:
GetDeleted¶
To retrieve email templates that are in the recycle bin in Pardot the following operation is supported:
GETDELETED FROM EmailTemplates
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | ID of the email. | |
Name | String | False | Name of the object for identification in Pardot. | |
Subject | String | False | Subject line for the email template. | |
TextMessage | String | False | The text content of the email. This field is retrieved only when filtering with email id. | |
HtmlMessage | String | False | The HTML content of the email. This field is retrieved only when filtering with email id. | |
IsOneToOneEmail | Boolean | False | If True, the template is available for one-to-one emails. | |
IsAutoResponderEmail | Boolean | False | If True, the template is available for autoresponder emails. | |
IsDripEmail | Boolean | False | If True, the template is available for Engagement Programs. | |
IsListEmail | Boolean | False | If True, the template is available for list emails. | |
TrackerDomainId | Integer | False | ID of the tracker domain used for the list email. | |
FolderId | Integer | False | ID of the folder containing this object. | |
Type | String | False | 'html', 'text', and 'htmlAndText' values. | |
CampaignId | Integer | False | Pardot campaign related to this object. | |
IsDeleted | Boolean | True | True if the object is in the recycle bin in Pardot. | |
CreatedById | Integer | True | ID of the individual who created this object. | |
UpdatedById | Integer | True | ID of the individual who last updated this object. | |
CreatedAt | Datetime | True | The timestamp of when this object was created. | |
UpdatedAt | Datetime | True | The timestamp of when this object was last updated. | |
SenderOptionsType | String | True | The sending user type(s). | |
SenderOptionsAddress | String | True | The sending email address(s). | |
SenderOptionsName | String | True | The name(s) of the sender. | |
SenderOptionsUserId | String | True | The user ID(s) of the sender. | |
SenderOptionsProspectCustomFieldId | String | True | The ID of the prospect custom field that contains the sender value. Only available on read and query. | |
SenderOptionsAccountCustomFieldId | String | True | The ID of the account custom field that contains the sender value. Only available on read and query. | |
ReplyToOptionsType | String | True | The reply to user type(s). | |
ReplyToOptionsAddress | String | True | The sending email address(s). | |
ReplyToOptionsUserId | String | True | The user ID(s) of the sender. | |
ReplyToOptionsProspectCustomFieldId | String | True | The ID of the prospect custom field that contains the sender value. Only available on read and query. | |
ReplyToOptionsAccountCustomFieldId | String | True | The ID of the account custom field that contains the sender value. Only available on read and query. |
Pseudo-Columns¶
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
Name | Type | Description |
---|---|---|
SenderOptionsAggregate | String | This input is used for INSERT/UPDATE statements. Set this to SenderOptions#TEMP temporary table, whose rows contain inputs for inserting/updating the sender options. Or simply reference or include as string literals the complete JSON. |
ReplyToOptionsAggregate | String | This input is used for INSERT/UPDATE statements. Set this to ReplyToOptions#TEMP temporary table, whose rows contain inputs for inserting/updating the replyTo options. Or simply reference or include as string literals the complete JSON. |
Files¶
Upload images and other files to use in your Pardot emails, forms, and landing pages.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM Files WHERE Id = 40
SELECT * FROM Files WHERE UpdatedAt < '2021-12-30T03:16:27-08:00' and CreatedAt >= '2021-11-12T07:18:56-08:00'
Insert¶
The following attributes are required when performing an insert: Name, FilePath.
INSERT INTO Files (Name, FilePath) VALUES ('file1','C:\file1.txt')
Update¶
Updating Files:
UPDATE Files SET Name='testingUpdate', FolderId='33609' WHERE id='804969'
Delete
Remove all files or a file by specifying the ID of the file.
DELETE FROM Files
DELETE FROM Files WHERE ID = 10003
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID of this file. | |
Name | String | False | Name of the object for identification in Pardot. Uses the name of the file being uploaded if not specified on create. | |
FolderId | Integer | False | ID of the folder containing this object. Uses the asset type's uncategorized folder if not specified on create. | |
CampaignId | Integer | False | Pardot campaign related to this object. Uses null if not specified on create. | |
VanityUrlPath | String | False | Vanity URL path (excluding protocol and host). Must be unique for each tracker domain. | |
TrackerDomainId | Integer | False | ID of the TrackerDomain to use in the URL for this object. Uses the primary tracker domain for the account if not specified on create. | |
SalesforceId | String | True | ID of the Salesforce object representing this object. | |
Url | String | True | URL where the downloadable file can be accessed. | |
Size | Integer | True | Size (in bytes) of the downloadable file. | |
BitlyIsPersonalized | Boolean | True | True if the object has a bitly URL that is personalized. | |
BitlyShortUrl | String | True | Bitly URL if present. | |
VanityUrl | String | True | Vanity URL if present. | |
IsTracked | Boolean | True | True if downloads of this file are recorded as visitor activity. | |
CreatedAt | Datetime | True | The timestamp of when this object was created. | |
UpdatedAt | Datetime | True | The timestamp of when this object was last updated. | |
CreatedById | Integer | True | ID of the individual who created this object. | |
UpdatedById | Integer | True | ID of the individual who last updated this object. |
Pseudo-Columns¶
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
Name | Type | Description |
---|---|---|
FilePath | String | This parameter is used only in INSERT operations to upload the content of a file. It should be set to the path of the file including the name. Ex: C:\Users\User\Desktop\test.txt or to the BASE64 encoded content of the file. |
LayoutTemplates¶
Retrieve and modify layout templates.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.IsDeleted
supports '='.
For example, the following queries are processed server side:
SELECT * FROM LayoutTemplates WHERE Id = 40
SELECT * FROM LayoutTemplates WHERE IsDeleted = 'true'
Insert¶
The following attributes are required when performing an insert: Name, LayoutContent.
INSERT INTO LayoutTemplates (Name,IsIncludeDefaultCss,LayoutContent,FolderId) VALUES ('name','true','content', 33621)
Update¶
Updating LayoutTemplates:
Update LayoutTemplates set Name='newName' where Id=24143
Delete
Remove all layout templates or a layout template by specifying the ID of the template.
DELETE FROM LayoutTemplates
DELETE FROM LayoutTemplates WHERE ID = 10003
GetDeleted¶
To retrieve layout templates that are in the recycle bin in Pardot the following operation is supported:
GETDELETED FROM LayoutTemplates
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | ID of this object. | |
Name | String | False | Name of the object for identification in Pardot. Uses the name of the file being uploaded if not specified on create. | |
LayoutContent | String | False | HTML content of this layout template encoded as JSON string. | |
FormContent | String | False | HTML content encoded as JSON string that controls form display logic. Uses default values if not provided. | |
SiteSearchContent | String | False | HTML content encoded as JSON string that controls the site search content. | |
IsIncludeDefaultCss | Boolean | False | True if not supplying custom CSS styling. | |
FolderId | Integer | False | ID of the folder containing this object. Uses the asset type's uncategorized folder if not specified on create. | |
IsDeleted | Boolean | True | True if the object is in the recycle bin in Pardot. | |
CreatedAt | Datetime | True | The timestamp of when this object was created. | |
UpdatedAt | Datetime | True | The timestamp of when this object was last updated. | |
CreatedById | Integer | True | ID of the individual who created this object. | |
UpdatedById | Integer | True | ID of the individual who last updated this object. |
Lists¶
Retrieve and modify lists.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.IsDeleted
supports '='.
For example, the following queries are processed server side:
SELECT * FROM Lists WHERE Id = 40
SELECT * FROM Lists WHERE IsDeleted = 'true'
SELECT * FROM Lists WHERE CreatedAt > '01/01/2022'
Insert¶
The following attribute is required when performing an insert: Name.
INSERT INTO Lists (Name) VALUES ('name')
Update¶
Update Lists attributes.
Update Lists set Name='newName' where Id=24143
Delete
Remove all lists or a list by specifying the ID of the list.
DELETE FROM Lists
DELETE FROM Lists WHERE ID = 10003
GetDeleted¶
To retrieve lists that are in the recycle bin in Pardot the following operation is supported:
GETDELETED FROM Lists
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID of this list. | |
Name | String | False | List's name (internal to Pardot). | |
FolderId | Integer | False | ID of the folder containing this object. | |
CampaignId | Integer | False | Campaigns.Id | Pardot campaign related to this object. Uses null if not specified on create. |
IsDeleted | Boolean | True | True if the object is in the recycle bin in Pardot. | |
IsDynamic | Boolean | True | True if the list is dynamic. | |
IsPublic | Boolean | False | True if the list is public. | |
Title | String | False | Title of the list object. | |
Description | String | False | List's description. | |
CreatedAt | Datetime | True | The timestamp of when this object was created. | |
UpdatedAt | Datetime | True | The timestamp of when this object was last updated. | |
CreatedById | Integer | True | ID of the individual who created this object. | |
UpdatedById | Integer | True | ID of the individual who last updated this object. |
Prospects¶
Retrieve and modify prospects.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.UserId
supports '=', '<', '<=', '>', '>='.AssignedToId
supports '=', '<', '<=', '>', '>='.LastActivityAt
supports '=', '<', '<=', '>', '>='.IsDeleted
supports '='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM Prospects WHERE Id = 3457992
SELECT * FROM Prospects WHERE UserId = 14
SELECT * FROM Prospects WHERE UpdatedAt < '2021-12-30T03:16:27-08:00' and CreatedAt >= '2021-11-12T07:18:56-08:00'
Get Deleted¶
To retrieve deleted prospects, a GETDELETED statement can be executed.
GETDELETED FROM Prospects
Columns¶
Name | Type | ReadOnly | References | Description |
---|---|---|---|---|
Id [KEY] | Integer | True | Pardot ID for this prospect. | |
AddressOne | String | False | Prospect's address, line 1. | |
AddressTwo | String | False | Prospect's address, line 2. | |
AnnualRevenue | String | False | Prospect's annual revenue. | |
CampaignId | Integer | False | Pardot campaign related to this object. | |
CampaignParameter | String | True | Prospect's campaign parameter utm_campaign from Google Analytics. | |
SalesforceCampaignId | String | True | The alpha-numeric ID of the associated campaign in the Salesforce Org. | |
City | String | False | Prospect's city. | |
Comments | String | False | Comments about this prospect. | |
Company | String | False | Prospect's company. | |
ContentParameter | String | True | Prospect's content parameter utm_content from Google Analytics. | |
ConvertedAt | Datetime | True | Time when prospect was converted from visitor. | |
ConvertedFromObjectName | String | True | Name of object associated with visitor activity that resulted in prospect being converted from visitor. | |
ConvertedFromObjectType | String | True | ype of object associated with visitor activity that resulted in prospect being converted from visitor. Supported values include 'Form', 'FormHandler', 'LandingPage', 'MultivariateTestVariation', and 'Video'. | |
Country | String | False | Prospect's country. | |
SalesforceAccountId | String | True | Account ID in a supported Salesforce system. | |
SalesforceContactId | String | True | Prospect's contact ID in a supported Salesforce system. | |
SalesforceLastSync | Datetime | True | Last time this prospect was synced with a supported Salesforce system. | |
SalesforceLeadId | String | True | Prospect's lead ID in a supported Salesforce system. | |
SalesforceOwnerId | String | False | Prospect's owner ID in a supported Salesforce system. | |
SalesforceId | String | False | The alpha-numeric ID of the Salesforce Org. | |
Department | String | False | Prospect's department. | |
Email | String | False | Prospect's email address. | |
EmailBouncedAt | Datetime | True | Time | |
EmailBouncedReason | String | True | Reason why prospect email address hard bounced. | |
Employees | String | False | Prospect's number of employees. | |
Fax | String | False | Prospect's fax number. | |
FirstActivityAt | Datetime | True | Time when first visitor activity occurred for this prospect. | |
FirstAssignedAt | Datetime | True | Time prospect was first assigned to a user. | |
FirstName | String | False | Prospect's first name. | |
FirstReferrerQuery | String | True | First referrer's search query. | |
FirstReferrerType | String | True | First referrer's vendor and type (such as 'Google Natural Search'). | |
FirstReferrerUrl | String | True | First referrer's URL. | |
Grade | String | True | Prospect's letter grade. | |
Industry | String | False | Prospect's industry. | |
IsDeleted | Boolean | True | True if the object is in the recycle bin in Pardot. | |
IsDoNotCall | Boolean | False | If value is 1, prospect prefers not to be called. | |
IsDoNotEmail | Boolean | False | If value is 1, prospect prefers not to be emailed. | |
isEmailHardBounced | Boolean | True | If true, prospect email address has hard bounced. | |
IsReviewed | Boolean | False | If value is 1, prospect has been reviewed. | |
IsStarred | Boolean | False | If value is 1, prospect has been starred. | |
JobTitle | String | False | Prospect's job title. | |
LastActivityAt | Datetime | True | Time stamp of this prospect's latest visitor activity. | |
LastName | String | False | Prospect's last name. | |
MediumParameter | String | True | Prospect's medium parameter utm_medium from Google Analytics. | |
Notes | String | False | Notes about this prospect. | |
OptedOut | Boolean | False | If value is 1, prospect has opted out of marketing communications. | |
Password | String | True | Prospect's password. | |
Phone | String | False | Prospect's phone number. | |
ProspectAccountId | Integer | False | Prospect's account ID. | |
Salutation | String | False | Prospect's formal prefix. | |
Score | Integer | False | Prospect's score. | |
Source | String | False | Prospect's source. | |
SourceParameter | String | True | Prospect's source parameter utm_source from Google Analytics. | |
State | String | False | Prospect's US state. | |
TermParameter | String | True | Prospect's term parameter utm_term from Google Analytics. | |
Territory | String | False | Prospect's territory. | |
Website | String | False | Prospect's website URL. | |
YearsInBusiness | String | False | Prospect's number of years in business. | |
Zip | String | False | Prospect's postal code. | |
AssignedToId | Integer | True | ID of the user who the object record is assigned to. | |
ProfileId | Integer | False | Pardot profile related to this object. | |
SalesforceUrl | String | True | URL to view the prospect within the Salesforce system. | |
LifecycleStageId | Integer | True | Pardot lifecycle stage related to this object. | |
UserId | Integer | False | User the prospect is assigned to. | |
RecentInteraction | String | True | Describes the prospect's most recent interaction with Pardot. | |
CreatedAt | Datetime | True | Time prospect was created in Pardot. | |
UpdatedAt | Datetime | True | Last time prospect was updated in Pardot. | |
CreatedById | Integer | True | ID of the individual who created this object. | |
UpdatedById | Integer | True | ID of the individual who last updated this object. |
Views¶
Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.
Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard. To find out more about tables and stored procedures, please navigate to their corresponding entries in this help document.
Salesforce Pardot Connector Views¶
Name | Description |
---|---|
Campaigns | Retrieve and modify campaigns. |
CustomFields | Retrieve custom fields metadata. |
Emails | Query emails to learn how prospects responded to the emails. |
Folders | Retrieve folders or organize and nest your content and marketing assets in a way that makes sense for your team. |
Forms | Retrieve forms. |
ListEmail | A list email is a single email sent to a recipient list. |
ProspectAccounts | Retrieve and modify prospect accounts. |
ReplyToOptions | Query the repltyTo options of email templates. |
SenderOptions | Query the sender options of email templates. |
TrackerDomains | Query the available tracker domains. |
Users | Query the available users. |
VisitorsPageViews | Retrieve visitors page views. |
Visits | Retrieve visits. |
Campaigns¶
Retrieve and modify campaigns.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.Name
supports '='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM Campaigns WHERE Id = 50
SELECT * FROM Campaigns WHERE Name = 'campaignName'
SELECT * FROM Campaigns WHERE CreatedAt > '01/01/2022'
GetDeleted¶
To retrieve campaigns that are in the recycle bin in Pardot the following operation is supported:
GETDELETED FROM Campaings
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this campaign. | |
Name | String | Campaign's name. | |
Cost | Integer | Cost associated to the campaign. | |
IsDeleted | Boolean | True if the object is in the recycle bin in Pardot. | |
FolderId | Integer | ID of the folder containing this object. | |
ParentCampaignId | Integer | The ID of the parent campaign. | |
CreatedAt | Datetime | The timestamp of when this object was created. | |
UpdatedAt | Datetime | The timestamp of when this object was last updated. | |
CreatedById | Integer | ID of the individual who created this object. | |
UpdatedById | Integer | ID of the individual who last updated this object. |
CustomFields¶
Retrieve custom fields metadata.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM CustomFields WHERE Id = 50
SELECT * FROM CustomFields WHERE CreatedAt > '01/01/2022'
SELECT * FROM CustomFields WHERE UpdatedAt < '01/01/2022'
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this custom field. | |
Name | String | Custom field's name. | |
FieldId | String | API ID for custom field. | |
Type | String | The type of field. | |
CreatedAt | Datetime | Time custom field was created in Pardot. | |
UpdatedAt | Datetime | Last time custom field was updated. | |
CreatedById | Integer | ID of the individual who created this object. | |
UpdatedById | Integer | ID of the individual who last updated this object. | |
IsRecordMultipleResponses | Boolean | If true, this custom field will record multiple responses. | |
IsUseValues | Boolean | If true, this custom field will use predefined values. | |
SalesforceId | String | The alpha-numeric ID of the Salesforce Org. | |
IsRequired | String | True if the custom field is required. | |
isAnalyticsSynced | Boolean | True if the object is synced to Analytics. |
Pseudo-Columns¶
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
Name | Type | Description |
---|---|---|
ValuesPrefill | String |
Emails¶
Query emails to learn how prospects responded to the emails.
Table Specific Information¶
Select¶
The connector uses the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.ProspectId
supports '=', '<', '<=', '>', '>='.ListEmailId
supports '=', '<', '<=', '>', '>='.SentAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM Emails WHERE Id = 50
SELECT * FROM Emails WHERE ProspectId = 23
SELECT * FROM Emails WHERE SentAt > '01/01/2022'
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | ID of the email. | |
ProspectId | Integer | Pardot prospect ID related to this email. | |
CampaignId | Integer | Pardot campaign related to this object. | |
CreatedById | Integer | ID of the individual who created this object. | |
ClientType | String | Value is 'Builder' if the email was sent via the Lightning Email Builder. Value is 'Web' if it was sent via the legacy Pardot email builder. | |
TextMessage | String | The text content of the email. This field is retrieved only when filtering with email id. | |
HtmlMessage | String | The HTML content of the email. This field is retrieved only when filtering with email id. | |
ListId | Integer | ID of the list associated with this email. | |
listEmailId | Integer | ID of the list email associated with this email. | |
Name | String | Name of the email for identification in Pardot. | |
SentAt | Datetime | Time the email was sent. | |
Subject | String | The email subject. |
Folders¶
Retrieve folders or organize and nest your content and marketing assets in a way that makes sense for your team.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.ParentFolderId
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM Folders WHERE Id = 50
SELECT * FROM Folders WHERE ParentFolderId = 2
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID of this file. | |
Name | String | Name of the folder. | |
ParentFolderId | Integer | ID of the folder containing this folder. This value is null when the folder is a root folder and doesn't have a parent. | |
Path | String | The names of each folder from the root folder separated with forward slashes. | |
UsePermissions | Boolean | True if the folder is configured to use permissions. | |
CreatedAt | Datetime | The timestamp of when this object was created. | |
UpdatedAt | Datetime | The timestamp of when this object was last updated. | |
CreatedById | Integer | ID of the individual who created this object. | |
UpdatedById | Integer | ID of the individual who last updated this object. |
Forms¶
Retrieve forms.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.IsDeleted
supports '='.
For example, the following queries are processed server side:
SELECT * FROM Forms WHERE Id <= 17
SELECT * FROM Forms WHERE IsDeleted = 'true'
GetDeleted¶
To retrieve forms that are in the recycle bin in Pardot the following operation is supported:
GETDELETED FROM Forms
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this form. | |
Name | String | Form's name. | |
CampaignId | Integer | Campaigns.Id | Pardot ID of the campaign associated with this form. |
EmbedCode | String | The code used to embed the form on your webpage. | |
SalesforceId | String | The alpha-numeric ID of the Salesforce Org. | |
LayoutTemplateId | Integer | The ID of the layout template associated with this object | |
SubmitButtonText | String | The label used for the submit button | |
BeforeFormContent | String | The HTML text displayed above the form | |
AfterFormContent | String | The HTML text displayed below the form | |
ThankYouContent | String | The HTML text displayed after the form is submitted | |
ThankYouCode | String | Thank you code is typically Javascript used to call other systems like Google Conversion Tracking | |
IsAlwaysDisplay | Boolean | Always display form after submission. Disable the 10 minute waiting period after submitting a form | |
RedirectLocation | String | Redirect to this URL instead of showing the | |
IsUseRedirectLocation | Boolean | When redirect location is valid and enabled. | |
FontSize | String | Possible values: default, 8pt, 10pt, 12pt, 14pt , 18pt, 24pt, 36pt. | |
FontFamily | String | Possible values: default, | |
FontColor | String | 6 digit number in hexadecimal format such as #123456 | |
LabelAlignment | String | Possible values: default, above, left | |
RadioAlignment | String | Possible values: default, horizontal, stacked | |
CheckboxAlignment | String | Possible values: default, horizontal, stacked | |
RequiredCharacter | String | Possible values: default , * | |
IsCookieless | String | Kiosk/Data Entry Mode: Do not cookie browser as submitted prospect | |
ShowNotProspect | Boolean | Include | |
IsCaptchaEnabled | Boolean | Enable explicit bot protecting using reCAPTCHA | |
IsDeleted | Boolean | True if the object is in the recycle bin in Pardot. | |
TrackerDomainId | Integer | The ID of the tracker domain associated with this object. | |
FolderId | Integer | ID of the folder containing this object. | |
CreatedAt | Datetime | The timestamp of when this object was created. | |
UpdatedAt | Datetime | The timestamp of when this object was last updated. | |
CreatedById | Integer | ID of the individual who created this object. | |
UpdatedById | Integer | ID of the individual who last updated this object. |
ListEmail¶
A list email is a single email sent to a recipient list.
Table Specific Information¶
Select¶
The connector uses the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.IsDeleted
supports '='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.SentAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM ListEmail WHERE Id = 50
SELECT * FROM ListEmail WHERE SentAt > '01/01/2022'
SELECT * FROM ListEmail WHERE CreatedAt > '01/01/2022'
GetDeleted¶
To retrieve list email that are in the recycle bin in Pardot the following operation is supported:
GETDELETED FROM ListEmail
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | ID of the email. | |
Name | String | Name of the object for identification in Pardot. | |
Subject | String | The email subject. | |
TextMessage | String | The text content of the email. This field is retrieved only when filtering with email id. | |
HtmlMessage | String | The HTML content of the email. This field is retrieved only when filtering with email id. | |
CampaignId | Integer | Pardot campaign related to this object. | |
IsPaused | Boolean | True if the email send is paused. | |
IsSent | Boolean | True if the email has been sent. | |
IsDeleted | Boolean | True if the object is in the recycle bin in Pardot. | |
CreatedById | Integer | ID of the individual who created this object. | |
UpdatedById | Integer | ID of the individual who last updated this object. | |
CreatedAt | Datetime | The timestamp of when this object was created. | |
UpdatedAt | Datetime | The timestamp of when this object was last updated. | |
ClientType | String | Value is 'Builder' if the email was sent via the Lightning Email Builder. Value is 'Web' if it was sent via the legacy Pardot email builder. | |
SentAt | Datetime | Time the email was sent. | |
OperationalEmail | Boolean | True if the email is operational. | |
EmailTemplateId | Integer | ID of the email template used for the list email. | |
TrackerDomainId | Integer | ID of the tracker domain used for the list email. | |
SenderOptionsType | String | The sending user type(s). | |
SenderOptionsAddress | String | The sending email address(s). | |
SenderOptionsName | String | The name(s) of the sender. | |
SenderOptionsUserId | String | The user ID(s) of the sender. | |
ReplyToOptionsType | String | The reply to user type(s). | |
ReplyToOptionsAddress | String | The sending email address(s). | |
ReplyToOptionsUserId | String | The user ID(s) of the sender. |
ProspectAccounts¶
Retrieve and modify prospect accounts.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM ProspectAccounts WHERE ID > 31
Get Deleted¶
To retrieve deleted prospect accounts, a GETDELETED statement can be executed.
GETDELETED FROM ProspectAccounts
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | ID of the object. | |
Name | String | Name of the object. | |
SalesforceId | String | ID of the Salesforce object representing this object. | |
IsDeleted | Boolean | True if the object is in the recycle bin in Pardot. | |
AnnualRevenue | String | Annual Revenue of the object. | |
BillingAddressOne | String | Billing Address of the object. | |
BillingAddressTwo | String | Second Billing Address of the object. | |
BillingCity | String | City of the object. | |
BillingCountry | String | County of the object. | |
BillingState | String | State of the object. | |
BillingZip | String | Zip of the object. | |
Description | String | Description of the object. | |
Employees | String | Employees of the object. | |
Fax | String | Fax of the object. | |
Industry | String | Industry of the object. | |
Number | String | Number of the object. | |
Ownership | String | Ownership of the object. | |
Phone | String | Phone Number of the object. | |
Rating | String | Rating of the object. | |
ShippingAddressOne | String | Shipping Address of the object. | |
ShippingAddressTwo | String | Second Shipping Address of the object. | |
ShippingCity | String | Shipping Address city of the object. | |
ShippingCountry | String | Shipping Address country of the object. | |
ShippingState | String | Shipping Address state of the object. | |
ShippingZip | String | Shipping Address zip of the object. | |
Sic | String | SIC of the object. | |
Site | String | Site of the object. | |
TickerSymbol | String | Ticker Symbol of the object. | |
Type | String | Type of the object. | |
Website | String | Website of the object. | |
CreatedAt | Datetime | Creation time of the object. | |
UpdatedAt | Datetime | Last update time of the object. | |
AssignedToId | Integer | ID of the user who the object record is assigned to. | |
CreatedById | Integer | ID of the individual who created this object. | |
UpdatedById | Integer | ID of the individual who last updated this object. |
ReplyToOptions¶
Query the repltyTo options of email templates.
Columns¶
Name | Type | References | Description |
---|---|---|---|
EmailId [KEY] | Integer | ID of the email template. | |
Type | String | The sending user type. Can be general_user, specific_user, assigned_user, or account_owner. | |
Address | String | The sending email address(s). | |
UserId | String | The user ID(s) of the sender. | |
Name | String | The name of the sender. | |
ProspectCustomFieldId | String | The ID of the prospect custom field that contains the sender value. Only available on read and query. | |
AccountCustomFieldId | String | The ID of the account custom field that contains the sender value. Only available on read and query. |
SenderOptions¶
Query the sender options of email templates.
Columns¶
Name | Type | References | Description |
---|---|---|---|
EmailId [KEY] | Integer | ID of the email template. | |
Address | String | The sending email address. | |
Name | String | The name of the sender. | |
Type | String | The sending user type. Can be general_user, specific_user, assigned_user, or account_owner. | |
UserId | String | The user ID of the sender. | |
ProspectCustomFieldId | String | The ID of the prospect custom field that contains the sender value. Only available on read and query. | |
AccountCustomFieldId | String | The ID of the account custom field that contains the sender value. Only available on read and query. |
TrackerDomains¶
Query the available tracker domains.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.IsDeleted
supports '='.
For example, the following queries are processed server side:
SELECT * FROM TrackerDomains WHERE ID = 50
GetDeleted¶
To retrieve deleted records, a GETDELETED statement can be executed.
GETDELETED FROM TrackerDomains
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this object. | |
Domain | String | Hostname to which links using this tracker domain are resolved. | |
IsPrimary | Boolean | True if the tracker domain is primary tracker domain for the account. Only one tracker domain can be designated as the primary and must be unique across all Pardot accounts. | |
IsDeleted | Boolean | True if the object is in the recycle bin in Pardot. | |
DefaultCampaignId | Integer | The ID of the default campaign for this tracker domain. | |
HttpsStatus | String | Identify if this tracker domain is using http or https. | |
SslStatus | String | Status of SSL for this vanity tracker domain. | |
SslStatusDetails | String | Extra information for the status of SSL for this vanity tracker domain. | |
SslRequestedById | Integer | ID of the User who manually requested enabling SSL for this tracker domain. | |
ValidationStatus | String | The status can be default, validated or not validated | |
ValidatedAt | Datetime | Time when this tracker domain validation became validated. | |
VanityUrlStatus | String | Indicates whether this tracker domain can serve vanity URLs. | |
TrackingCode | String | The tracking code for this object encoded as JSON string. A default campaign is required before generating tracking codes as well as enabling first party tracking in account settings. | |
CreatedAt | Datetime | The timestamp of when this object was created. | |
UpdatedAt | Datetime | The timestamp of when this object was last updated. | |
CreatedById | Integer | ID of the individual who created this object. | |
UpdatedById | Integer | ID of the individual who last updated this object. |
Users¶
Query the available users.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.IsDeleted
supports '='.UpdatedAt
supports '=', '<', '<=', '>', '>='.CreatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM Users WHERE Id = 32
SELECT * FROM Users WHERE CreatedAt < '02/03/2019 23:11:33' AND CreatedAt > '02/03/2018 23:11:33'
Get Deleted¶
To retrieve deleted users, a GETDELETED statement can be executed.
GETDELETED FROM Users
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this object. | |
Email | String | Email address of the user. | |
FirstName | String | First name of the user. | |
Username | String | Formatted as an email address, though distinct from the email field on the user object. | |
JobTitle | String | Job title of the user. | |
Role | String | Role of the user. | |
SalesforceId | String | Salesforce ID of the object. | |
IsDeleted | Boolean | True if the object is in the recycle bin in Pardot. | |
CreatedAt | Datetime | The timestamp of when this object was created. | |
UpdatedAt | Datetime | The timestamp of when this object was last updated. | |
CreatedById | Integer | ID of the individual who created this object. | |
UpdatedById | Integer | ID of the individual who last updated this object. |
VisitorsPageViews¶
Retrieve visitors page views.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.VisitId
supports '=', '<', '<=', '>', '>='.VisitorId
supports '=', '<', '<=', '>', '>='.CreatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM VisitorPageViews WHERE VisitId = 22
SELECT * FROM VisitorPageViews WHERE ID >= 22 AND VisitorId = 1234
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | Pardot ID for this visitor page view. | |
Url | String | The Url of the page. | |
Title | String | The Title column of the VisitorsPageViews object. | |
VisitId | Integer | Pardot ID for this visit. | |
VisitorId | Integer | Pardot ID for the associated visitor. | |
CampaignId | Integer | Pardot campaign related to this object. | |
SalesforceId | String | Salesforce ID of the object. | |
DurationInSeconds | Integer | Length of this page view. | |
CreatedAt | Datetime | The timestamp of when this object was created. |
Visits¶
Retrieve visits.
Table Specific Information¶
Select¶
The connector will use the Salesforce Pardot API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
Id
supports '=', '<', '<=', '>', '>='.VisitorId
supports '=', '<', '<=', '>', '>='.ProspectId
supports '=', '<', '<=', '>', '>='.CreatedAt
supports '=', '<', '<=', '>', '>='.UpdatedAt
supports '=', '<', '<=', '>', '>='.
For example, the following queries are processed server side:
SELECT * FROM Visits WHERE Id = 22
SELECT * FROM Visits WHERE VisitorId > 234
Columns¶
Name | Type | References | Description |
---|---|---|---|
Id [KEY] | Integer | ID of the object. | |
VisitorId | Integer | Pardot ID for the associated visitor. | |
ProspectId | Integer | Prospects.Id | Pardot ID for the associated prospect. |
VisitorPageViewCount | Integer | Number of page views for this visit. | |
FirstVisitorPageViewAt | Datetime | Time of first page view for this visit. | |
LastVisitorPageViewAt | Datetime | Time of last page view for this visit. | |
DurationInSeconds | Integer | Length of this visit. | |
CampaignParameter | String | Visit's campaign parameter utm_campaign from Google Analytics. | |
MediumParameter | String | Visit's medium parameter utm_medium from Google Analytics. | |
SourceParameter | String | Visit's source parameter utm_source from Google Analytics. | |
ContentParameter | String | Visit's content parameter utm_content from Google Analytics. | |
TermParameter | String | Visit's term parameter utm_term from Google Analytics. | |
CreatedAt | Datetime | The timestamp of when this object was created. | |
UpdatedAt | Datetime | The timestamp of when this object was last updated. |
Stored Procedures¶
Stored procedures are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure because the data does not provide for direct, table-like, two-way updates. In these situations, the retrieval of the data is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures take a list of parameters and return back a dataset that contains the collection of tuples that constitute the response.
Salesforce Pardot Connector Stored Procedures¶
Name | Description |
---|---|
GetOAuthAccessToken | If using a Windows application, set Authmode to App. If using a Web app, set Authmode to Web and specify the Verifier obtained by GetOAuthAuthorizationUrl. |
GetOAuthAuthorizationUrl | Gets the authorization URL that must be opened separately by the user to grant access to your application. Only needed when developing Web apps. |
RefreshOAuthAccessToken | Refreshes the OAuth token or session ID after the session has expired. Your OAuth application must have the refresh_token scope enabled. |
GetOAuthAccessToken¶
If using a Windows application, set Authmode to App. If using a Web app, set Authmode to Web and specify the Verifier obtained by GetOAuthAuthorizationUrl.
Input¶
Name | Type | Required | Description |
---|---|---|---|
Authmode | String | False | The type of authentication mode to use. Select App for getting authentication tokens via a desktop app. Select Web for getting authentication tokens via a Web app. The allowed values are APP, WEB. The default value is APP. |
Verifier | String | False | The verifier token returned by Salesforce after using the URL obtained with GetOAuthAuthorizationUrl. |
Scope | String | False | A space-separated scope of permissions you need the app to have access to. The available values are api, chatter_api, full, id, refresh_token, visualforce, and web. For details, refer to: http://help.salesforce.com/help/doc/en/remoteaccess_oauth_scopes.htm. |
CallbackUrl | String | False | The page to return the Salesforce app after authentication has been completed. |
Api_Version | String | False | The API version you would like to authenticate to. The default value is 49.0. |
State | String | False | Any value that you wish to be sent with the callback. |
GrantType | String | False | Authorization grant type. Only available for OAuth 2.0. If left unspecified, the default value is the value of the OAuthGrantType connection property. The allowed values are CODE, PASSWORD. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
Scope | String | The scope of permissions for the app. |
Instance_Url | String | The instance URL being used by the app. |
Id | String | The ID associated with the OAuth token. |
Issued_At | String | When the token was issued at. |
Signature | String | A signature for the OAuth token. |
OAuthRefreshToken | String | A token that may be used to obtain a new access token. |
OAuthAccessToken | String | The OAuth access token. |
ExpiresIn | String | The remaining lifetime on the access token. A -1 denotes that it will not expire. |
GetOAuthAuthorizationUrl¶
Gets the authorization URL that must be opened separately by the user to grant access to your application. Only needed when developing Web apps.
Input¶
Name | Type | Required | Description |
---|---|---|---|
CallbackUrl | String | False | The page to return the user after authorization is complete. |
Scope | String | False | A space-separated scope of permissions you need the app to have access to. The available values are api, chatter_api, full, id, refresh_token, visualforce, web. For more details, refer to: http://help.salesforce.com/help/doc/en/remoteaccess_oauth_scopes.htm. |
Grant_Type | String | False | The type of authorization to be granted for your app. If this is set to code, the stored procedure will return an authorization URL containing the verifier code in a query string parameter, which you will need to submit back with the GetOAuthAccessToken stored procedure. Implicit will cause the OAuth access token to be returned directly in the URL. The allowed values are Implicit, Code. |
State | String | False | Any value that you wish to be sent with the callback. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
Url | String | The authorization URL. |
RefreshOAuthAccessToken¶
Refreshes the OAuth token or session ID after the session has expired. Your OAuth application must have the refresh_token scope enabled.
Input¶
Name | Type | Required | Description |
---|---|---|---|
OAuthRefreshToken | String | True | The refresh token returned when the OAuth Token was first created. |
Result Set Columns¶
Name | Type | Description |
---|---|---|
Instance_Url | String | Instance of Salesforce the OAuth token is valid for. |
OAuthAccessToken | String | The OAuth token. |
Id | String | ID associated with the OAuth Token. |
Issued_At | String | When the OAuth Token was issued. |
Signature | String | Signature of the OAuth Token. |
ExpiresIn | String | The remaining lifetime on the access token. A -1 denotes that it will not expire. |
System Tables¶
You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.
Schema Tables¶
The following tables return database metadata for Salesforce Pardot:
- sys_catalogs: Lists the available databases.
- sys_schemas: Lists the available schemas.
- sys_tables: Lists the available tables and views.
- sys_tablecolumns: Describes the columns of the available tables and views.
- sys_procedures: Describes the available stored procedures.
- sys_procedureparameters: Describes stored procedure parameters.
- sys_keycolumns: Describes the primary and foreign keys.
- sys_indexes: Describes the available indexes.
Data Source Tables¶
The following tables return information about how to connect to and query the data source:
- sys_connection_props: Returns information on the available connection properties.
- sys_sqlinfo: Describes the SELECT queries that the connector can offload to the data source.
Query Information Tables¶
The following table returns query statistics for data modification queries:
- sys_identity: Returns information about batch operations or single updates.
sys_catalogs¶
Lists the available databases.
The following query retrieves all databases determined by the connection string:
SELECT * FROM sys_catalogs
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The database name. |
sys_schemas¶
Lists the available schemas.
The following query retrieves all available schemas:
SELECT * FROM sys_schemas
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The database name. |
SchemaName | String | The schema name. |
sys_tables¶
Lists the available tables.
The following query retrieves the available tables and views:
SELECT * FROM sys_tables
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The database containing the table or view. |
SchemaName | String | The schema containing the table or view. |
TableName | String | The name of the table or view. |
TableType | String | The table type (table or view). |
Description | String | A description of the table or view. |
IsUpdateable | Boolean | Whether the table can be updated. |
sys_tablecolumns¶
Describes the columns of the available tables and views.
The following query returns the columns and data types for the Prospects table:
SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Prospects'
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The name of the database containing the table or view. |
SchemaName | String | The schema containing the table or view. |
TableName | String | The name of the table or view containing the column. |
ColumnName | String | The column name. |
DataTypeName | String | The data type name. |
DataType | Int32 | An integer indicating the data type. This value is determined at run time based on the environment. |
Length | Int32 | The storage size of the column. |
DisplaySize | Int32 | The designated column's normal maximum width in characters. |
NumericPrecision | Int32 | The maximum number of digits in numeric data. The column length in characters for character and date-time data. |
NumericScale | Int32 | The column scale or number of digits to the right of the decimal point. |
IsNullable | Boolean | Whether the column can contain null. |
Description | String | A brief description of the column. |
Ordinal | Int32 | The sequence number of the column. |
IsAutoIncrement | String | Whether the column value is assigned in fixed increments. |
IsGeneratedColumn | String | Whether the column is generated. |
IsHidden | Boolean | Whether the column is hidden. |
IsArray | Boolean | Whether the column is an array. |
sys_procedures¶
Lists the available stored procedures.
The following query retrieves the available stored procedures:
SELECT * FROM sys_procedures
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The database containing the stored procedure. |
SchemaName | String | The schema containing the stored procedure. |
ProcedureName | String | The name of the stored procedure. |
Description | String | A description of the stored procedure. |
ProcedureType | String | The type of the procedure, such as PROCEDURE or FUNCTION. |
sys_procedureparameters¶
Describes stored procedure parameters.
The following query returns information about all of the input parameters for the UnAssignProspect stored procedure:
SELECT * FROM sys_procedureparameters WHERE ProcedureName='UnAssignProspect' AND Direction=1 OR Direction=2
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The name of the database containing the stored procedure. |
SchemaName | String | The name of the schema containing the stored procedure. |
ProcedureName | String | The name of the stored procedure containing the parameter. |
ColumnName | String | The name of the stored procedure parameter. |
Direction | Int32 | An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters. |
DataTypeName | String | The name of the data type. |
DataType | Int32 | An integer indicating the data type. This value is determined at run time based on the environment. |
Length | Int32 | The number of characters allowed for character data. The number of digits allowed for numeric data. |
NumericPrecision | Int32 | The maximum precision for numeric data. The column length in characters for character and date-time data. |
NumericScale | Int32 | The number of digits to the right of the decimal point in numeric data. |
IsNullable | Boolean | Whether the parameter can contain null. |
IsRequired | Boolean | Whether the parameter is required for execution of the procedure. |
IsArray | Boolean | Whether the parameter is an array. |
Description | String | The description of the parameter. |
Ordinal | Int32 | The index of the parameter. |
sys_keycolumns¶
Describes the primary and foreign keys.
The following query retrieves the primary key for the Prospects table:
SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Prospects'
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The name of the database containing the key. |
SchemaName | String | The name of the schema containing the key. |
TableName | String | The name of the table containing the key. |
ColumnName | String | The name of the key column. |
IsKey | Boolean | Whether the column is a primary key in the table referenced in the TableName field. |
IsForeignKey | Boolean | Whether the column is a foreign key referenced in the TableName field. |
PrimaryKeyName | String | The name of the primary key. |
ForeignKeyName | String | The name of the foreign key. |
ReferencedCatalogName | String | The database containing the primary key. |
ReferencedSchemaName | String | The schema containing the primary key. |
ReferencedTableName | String | The table containing the primary key. |
ReferencedColumnName | String | The column name of the primary key. |
sys_foreignkeys¶
Describes the foreign keys.
The following query retrieves all foreign keys which refer to other tables:
SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The name of the database containing the key. |
SchemaName | String | The name of the schema containing the key. |
TableName | String | The name of the table containing the key. |
ColumnName | String | The name of the key column. |
PrimaryKeyName | String | The name of the primary key. |
ForeignKeyName | String | The name of the foreign key. |
ReferencedCatalogName | String | The database containing the primary key. |
ReferencedSchemaName | String | The schema containing the primary key. |
ReferencedTableName | String | The table containing the primary key. |
ReferencedColumnName | String | The column name of the primary key. |
ForeignKeyType | String | Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key. |
sys_indexes¶
Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.
The following query retrieves all indexes that are not primary keys:
SELECT * FROM sys_indexes WHERE IsPrimary='false'
Columns¶
Name | Type | Description |
---|---|---|
CatalogName | String | The name of the database containing the index. |
SchemaName | String | The name of the schema containing the index. |
TableName | String | The name of the table containing the index. |
IndexName | String | The index name. |
ColumnName | String | The name of the column associated with the index. |
IsUnique | Boolean | True if the index is unique. False otherwise. |
IsPrimary | Boolean | True if the index is a primary key. False otherwise. |
Type | Int16 | An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3). |
SortOrder | String | The sort order: A for ascending or D for descending. |
OrdinalPosition | Int16 | The sequence number of the column in the index. |
sys_connection_props¶
Returns information on the available connection properties and those set in the connection string.
When querying this table, the config connection string should be used:
jdbc:cdata:salesforcepardot:config:
This connection string enables you to query this table without a valid connection.
The following query retrieves all connection properties that have been set in the connection string or set through a default value:
SELECT * FROM sys_connection_props WHERE Value <> ''
Columns¶
Name | Type | Description |
---|---|---|
Name | String | The name of the connection property. |
ShortDescription | String | A brief description. |
Type | String | The data type of the connection property. |
Default | String | The default value if one is not explicitly set. |
Values | String | A comma-separated list of possible values. A validation error is thrown if another value is specified. |
Value | String | The value you set or a preconfigured default. |
Required | Boolean | Whether the property is required to connect. |
Category | String | The category of the connection property. |
IsSessionProperty | String | Whether the property is a session property, used to save information about the current connection. |
Sensitivity | String | The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms. |
PropertyName | String | A camel-cased truncated form of the connection property name. |
Ordinal | Int32 | The index of the parameter. |
CatOrdinal | Int32 | The index of the parameter category. |
Hierarchy | String | Shows dependent properties associated that need to be set alongside this one. |
Visible | Boolean | Informs whether the property is visible in the connection UI. |
ETC | String | Various miscellaneous information about the property. |
sys_sqlinfo¶
Describes the SELECT query processing that the connector can offload to the data source.
Collaborative Query Processing¶
When working with data sources that do not support SQL-92, you can query the sys_sqlinfo view to determine the query capabilities of the underlying APIs, expressed in SQL syntax. The connector offloads as much of the SELECT statement processing as possible to the server and then processes the rest of the query in memory.
Discovering the Data Source's SELECT Capabilities¶
Below is an example data set of SQL capabilities. The following result set indicates the SELECT functionality that the connector can offload to the data source or process client side. Your data source may support additional SQL syntax. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.
Name | Description | Possible Values |
---|---|---|
AGGREGATE_FUNCTIONS | Supported aggregation functions. | AVG , COUNT , MAX , MIN , SUM , DISTINCT |
COUNT | Whether COUNT function is supported. | YES , NO |
IDENTIFIER_QUOTE_OPEN_CHAR | The opening character used to escape an identifier. | [ |
IDENTIFIER_QUOTE_CLOSE_CHAR | The closing character used to escape an identifier. | ] |
SUPPORTED_OPERATORS | A list of supported SQL operators. | = , > , < , >= , <= , <> , != , LIKE , NOT LIKE , IN , NOT IN , IS NULL , IS NOT NULL , AND , OR |
GROUP_BY | Whether GROUP BY is supported, and, if so, the degree of support. | NO , NO_RELATION , EQUALS_SELECT , SQL_GB_COLLATE |
STRING_FUNCTIONS | Supported string functions. | LENGTH , CHAR , LOCATE , REPLACE , SUBSTRING , RTRIM , LTRIM , RIGHT , LEFT , UCASE , SPACE , SOUNDEX , LCASE , CONCAT , ASCII , REPEAT , OCTET , BIT , POSITION , INSERT , TRIM , UPPER , REGEXP , LOWER , DIFFERENCE , CHARACTER , SUBSTR , STR , REVERSE , PLAN , UUIDTOSTR , TRANSLATE , TRAILING , TO , STUFF , STRTOUUID , STRING , SPLIT , SORTKEY , SIMILAR , REPLICATE , PATINDEX , LPAD , LEN , LEADING , KEY , INSTR , INSERTSTR , HTML , GRAPHICAL , CONVERT , COLLATION , CHARINDEX , BYTE |
NUMERIC_FUNCTIONS | Supported numeric functions. | ABS , ACOS , ASIN , ATAN , ATAN2 , CEILING , COS , COT , EXP , FLOOR , LOG , MOD , SIGN , SIN , SQRT , TAN , PI , RAND , DEGREES , LOG10 , POWER , RADIANS , ROUND , TRUNCATE |
TIMEDATE_FUNCTIONS | Supported date/time functions. | NOW , CURDATE , DAYOFMONTH , DAYOFWEEK , DAYOFYEAR , MONTH , QUARTER , WEEK , YEAR , CURTIME , HOUR , MINUTE , SECOND , TIMESTAMPADD , TIMESTAMPDIFF , DAYNAME , MONTHNAME , CURRENT_DATE , CURRENT_TIME , CURRENT_TIMESTAMP , EXTRACT |
REPLICATION_SKIP_TABLES | Indicates tables skipped during replication. | |
REPLICATION_TIMECHECK_COLUMNS | A string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication. | |
IDENTIFIER_PATTERN | String value indicating what string is valid for an identifier. | |
SUPPORT_TRANSACTION | Indicates if the provider supports transactions such as commit and rollback. | YES , NO |
DIALECT | Indicates the SQL dialect to use. | |
KEY_PROPERTIES | Indicates the properties which identify the uniform database. | |
SUPPORTS_MULTIPLE_SCHEMAS | Indicates if multiple schemas may exist for the provider. | YES , NO |
SUPPORTS_MULTIPLE_CATALOGS | Indicates if multiple catalogs may exist for the provider. | YES , NO |
DATASYNCVERSION | The Data Sync version needed to access this driver. | Standard , Starter , Professional , Enterprise |
DATASYNCCATEGORY | The Data Sync category of this driver. | Source , Destination , Cloud Destination |
SUPPORTSENHANCEDSQL | Whether enhanced SQL functionality beyond what is offered by the API is supported. | TRUE , FALSE |
SUPPORTS_BATCH_OPERATIONS | Whether batch operations are supported. | YES , NO |
SQL_CAP | All supported SQL capabilities for this driver. | SELECT , INSERT , DELETE , UPDATE , TRANSACTIONS , ORDERBY , OAUTH , ASSIGNEDID , LIMIT , LIKE , BULKINSERT , COUNT , BULKDELETE , BULKUPDATE , GROUPBY , HAVING , AGGS , OFFSET , REPLICATE , COUNTDISTINCT , JOINS , DROP , CREATE , DISTINCT , INNERJOINS , SUBQUERIES , ALTER , MULTIPLESCHEMAS , GROUPBYNORELATION , OUTERJOINS , UNIONALL , UNION , UPSERT , GETDELETED , CROSSJOINS , GROUPBYCOLLATE , MULTIPLECATS , FULLOUTERJOIN , MERGE , JSONEXTRACT , BULKUPSERT , SUM , SUBQUERIESFULL , MIN , MAX , JOINSFULL , XMLEXTRACT , AVG , MULTISTATEMENTS , FOREIGNKEYS , CASE , LEFTJOINS , COMMAJOINS , WITH , LITERALS , RENAME , NESTEDTABLES , EXECUTE , BATCH , BASIC , INDEX |
PREFERRED_CACHE_OPTIONS | A string value specifies the preferred cacheOptions. | |
ENABLE_EF_ADVANCED_QUERY | Indicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side. | YES , NO |
PSEUDO_COLUMNS | A string array indicating the available pseudo columns. | |
MERGE_ALWAYS | If the value is true, The Merge Mode is forcibly executed in Data Sync. | TRUE , FALSE |
REPLICATION_MIN_DATE_QUERY | A select query to return the replicate start datetime. | |
REPLICATION_MIN_FUNCTION | Allows a provider to specify the formula name to use for executing a server side min. | |
REPLICATION_START_DATE | Allows a provider to specify a replicate startdate. | |
REPLICATION_MAX_DATE_QUERY | A select query to return the replicate end datetime. | |
REPLICATION_MAX_FUNCTION | Allows a provider to specify the formula name to use for executing a server side max. | |
IGNORE_INTERVALS_ON_INITIAL_REPLICATE | A list of tables which will skip dividing the replicate into chunks on the initial replicate. | |
CHECKCACHE_USE_PARENTID | Indicates whether the CheckCache statement should be done against the parent key column. | TRUE , FALSE |
CREATE_SCHEMA_PROCEDURES | Indicates stored procedures that can be used for generating schema files. |
The following query retrieves the operators that can be used in the WHERE clause:
SELECT * FROM sys_sqlinfo WHERE Name='SUPPORTED_OPERATORS'
Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.
Columns¶
Name | Type | Description |
---|---|---|
NAME | String | A component of SQL syntax, or a capability that can be processed on the server. |
VALUE | String | Detail on the supported SQL or SQL syntax. |
sys_identity¶
Returns information about attempted modifications.
The following query retrieves the Ids of the modified rows in a batch operation:
SELECT * FROM sys_identity
Columns¶
Name | Type | Description |
---|---|---|
Id | String | The database-generated ID returned from a data modification operation. |
Batch | String | An identifier for the batch. 1 for a single operation. |
Operation | String | The result of the operation in the batch: INSERTED, UPDATED, or DELETED. |
Message | String | SUCCESS or an error message if the update in the batch failed. |
Advanced Configurations Properties¶
The advanced configurations properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure. Click the links for further details.
Property | Description |
---|---|
AuthScheme | The type of authentication to use when connecting to Salesforce Pardot. |
Schema | Specify the Salesforce Pardot API version to use. SalesforcePardotV5 is the new rebuilt API. |
BusinessUnitID | Your Salesforce Pardot Business Unit ID (BU). Required when connecting via OAuth 2.0. |
IsDemoAccount | Whether the provided account is a demo account or not. |
UseSalesforceSandbox | A boolean determining if the connection should be made to a Salesforce sandbox account. |
User | The user that is SSO-enabled. |
Password | The password of the user that is SSO-enabled. |
SecurityToken | The security token used to authenticate access to the Salesforce Pardot account. |
Property | Description |
---|---|
InitiateOAuth | Set this property to initiate the process to obtain or refresh the OAuth access token when you connect. |
OAuthClientId | The client ID assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
OAuthAccessToken | The access token for connecting using OAuth. |
CallbackURL | The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings. |
OAuthGrantType | The grant type for the OAuth flow. |
OAuthVerifier | The verifier code returned from the OAuth authorization URL. |
OAuthRefreshToken | The OAuth refresh token for the corresponding OAuth access token. |
OAuthExpiresIn | The lifetime in seconds of the OAuth AccessToken. |
OAuthTokenTimestamp | The Unix epoch timestamp in milliseconds when the current Access Token was created. |
Property | Description |
---|---|
OAuthJWTCert | The JWT Certificate store. |
OAuthJWTCertType | The type of key store containing the JWT Certificate. |
OAuthJWTCertPassword | The password for the OAuth JWT certificate. |
OAuthJWTCertSubject | The subject of the OAuth JWT certificate. |
OAuthJWTIssuer | The issuer of the Java Web Token. |
OAuthJWTSubject | The user subject for which the application is requesting delegated access. |
Property | Description |
---|---|
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
Property | Description |
---|---|
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA, SchemaB, SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA, TableB, TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA, ViewB, ViewC. |
Property | Description |
---|---|
Archived | Specify whether to get archived or unarchived records. |
IncludeMessage | Set this property when querying Emails table. If false, the response does not include the html or text body of the email message. Default value is true. |
MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
MaxThreads | Specifies the number of concurrent requests. |
Other | These hidden properties are used only in specific use cases. |
Pagesize | The maximum number of results to return per page from Salesforce Pardot. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
ResponseMode | The Pardot API supports several output formats, each of which returns different levels of detail in the response. Supported output formats include: full - Returns all supported data for the Pardot object and all objects associated with it. simple - Returns all supported data for for the Pardot object. bulk -- Returns basic data for an object. Does not provide object associations and total object count. The default value is simple. Not applicable for SalesforcePardotV5 schema. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
Authentication¶
This section provides a complete list of authentication properties you can configure.
Property | Description |
---|---|
AuthScheme | The type of authentication to use when connecting to Salesforce Pardot. |
Schema | Specify the Salesforce Pardot API version to use. SalesforcePardotV5 is the new rebuilt API. |
BusinessUnitID | Your Salesforce Pardot Business Unit ID (BU). Required when connecting via OAuth 2.0. |
IsDemoAccount | Whether the provided account is a demo account or not. |
UseSalesforceSandbox | A boolean determining if the connection should be made to a Salesforce sandbox account. |
User | The user that is SSO-enabled. |
Password | The password of the user that is SSO-enabled. |
SecurityToken | The security token used to authenticate access to the Salesforce Pardot account. |
AuthScheme¶
The type of authentication to use when connecting to Salesforce Pardot.
Possible Values¶
Auto
, OAuth
, OAuthJWT
Data Type¶
string
Default Value¶
Auto
Remarks¶
- Auto: Lets the driver decide automatically based on the other connection properties you have set.
- OAuth: Set this to perform OAuth authentication.
- OAuthJWT: Set this to perform OAuth authentication with a JWT certificate. Requires the following additional connection properties. [OAuthJWTCert,/OAuthJWTCertType/OAuthJWTCertPassword/OAuthJWTCertSubject/OAuthJWTIssuer/OAuthJWTSubject]
Schema¶
Specify the Salesforce Pardot API version to use. SalesforcePardotV5 is the new rebuilt API.
Possible Values¶
SalesforcePardotV3
, SalesforcePardotV4
, SalesforcePardotV5
Data Type¶
string
Default Value¶
SalesforcePardotV4
Remarks¶
Specify the Salesforce Pardot API version to use. SalesforcePardotV5 is the rebuilt API.
BusinessUnitID¶
Your Salesforce Pardot Business Unit ID (BU). Required when connecting via OAuth 2.0.
Data Type¶
string
Default Value¶
""
Remarks¶
IsDemoAccount¶
Whether the provided account is a demo account or not.
Data Type¶
bool
Default Value¶
false
Remarks¶
If set to true, all the requests will be made to the Pardot demo endpoints.
UseSalesforceSandbox¶
A boolean determining if the connection should be made to a Salesforce sandbox account.
Data Type¶
bool
Default Value¶
false
Remarks¶
To connect to a Salesforce sandbox account, set UseSalesforceSandbox
= true and append the sandbox name to the end of the user name. For example, if your user name is "user", and sandbox name in Salesforce is "sandbox", the specified User should appear as "user.sandbox".
User¶
The user that is SSO-enabled.
Data Type¶
string
Default Value¶
""
Remarks¶
An SSO-enabled user is one who can log in to the Pardot user interface (https://pi.pardot.com) using "Log In with Salesforce" or who can access Pardot using the Pardot Lightning App. Together with Password, this field is used for OAuth flow with PASSWORD grant type.
Password¶
The password of the user that is SSO-enabled.
Data Type¶
string
Default Value¶
""
Remarks¶
An SSO-enabled user is one who can log in to the Pardot user interface (https://pi.pardot.com) using "Log In with Salesforce" or who can access Pardot using the Pardot Lightning App. Together with User, this field is used for OAuth flow with PASSWORD grant type.
SecurityToken¶
The security token used to authenticate access to the Salesforce Pardot account.
Data Type¶
string
Default Value¶
""
Remarks¶
Together with User and Password, this field can be used to authenticate against the Salesforce server. This is only required if your organization is setup to require it. A security token can be obtained by going to your profile information and resetting your security token. If your password is reset, you will also need to reset the security token.
OAuth¶
This section provides a complete list of OAuth properties you can configure.
Property | Description |
---|---|
InitiateOAuth | Set this property to initiate the process to obtain or refresh the OAuth access token when you connect. |
OAuthClientId | The client ID assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
OAuthAccessToken | The access token for connecting using OAuth. |
CallbackURL | The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings. |
OAuthGrantType | The grant type for the OAuth flow. |
OAuthVerifier | The verifier code returned from the OAuth authorization URL. |
OAuthRefreshToken | The OAuth refresh token for the corresponding OAuth access token. |
OAuthExpiresIn | The lifetime in seconds of the OAuth AccessToken. |
OAuthTokenTimestamp | The Unix epoch timestamp in milliseconds when the current Access Token was created. |
InitiateOAuth¶
Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.
Possible Values¶
OFF
, GETANDREFRESH
, REFRESH
Data Type¶
string
Default Value¶
OFF
Remarks¶
The following options are available:
OFF
: Indicates that the OAuth flow will be handled entirely by the user. An OAuthAccessToken will be required to authenticate.GETANDREFRESH
: Indicates that the entire OAuth Flow will be handled by the connector. If no token currently exists, it will be obtained by prompting the user via the browser. If a token exists, it will be refreshed when applicable.REFRESH
: Indicates that the connector will only handle refreshing the OAuthAccessToken. The user will never be prompted by the connector to authenticate via the browser. The user must handle obtaining the OAuthAccessToken and OAuthRefreshToken initially.
OAuthClientId¶
The client ID assigned when you register your application with an OAuth authorization server.
Data Type¶
string
Default Value¶
""
Remarks¶
As part of registering an OAuth application, you will receive the OAuthClientId
value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.
OAuthClientSecret¶
The client secret assigned when you register your application with an OAuth authorization server.
Data Type¶
string
Default Value¶
""
Remarks¶
As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret
property.
OAuthAccessToken¶
The access token for connecting using OAuth.
Data Type¶
string
Default Value¶
""
Remarks¶
The OAuthAccessToken
property is used to connect using OAuth. The OAuthAccessToken
is retrieved from the OAuth server as part of the authentication process. It has a server-dependent timeout and can be reused between requests.
The access token is used in place of your user name and password. The access token protects your credentials by keeping them on the server.
OAuthSettingsLocation¶
The location of the settings file where OAuth values are saved when InitiateOAuth is set to GETANDREFRESH or REFRESH. Alternatively, you can hold this location in memory by specifying a value starting with 'memory://'
.
Data Type¶
string
Default Value¶
%APPDATA%\CData\Acumatica Data Provider\OAuthSettings.txt
Remarks¶
When InitiateOAuth is set to GETANDREFRESH
or REFRESH
, the driver saves OAuth values to avoid requiring the user to manually enter OAuth connection properties and to allow the credentials to be shared across connections or processes.
Instead of specifying a file path, you can use memory storage. Memory locations are specified by using a value starting with 'memory://'
followed by a unique identifier for that set of credentials (for example, memory://user1). The identifier can be anything you choose but should be unique to the user. Unlike file-based storage, where credentials persist across connections, memory storage loads the credentials into static memory, and the credentials are shared between connections using the same identifier for the life of the process. To persist credentials outside the current process, you must manually store the credentials prior to closing the connection. This enables you to set them in the connection when the process is started again. You can retrieve OAuth property values with a query to the sys_connection_props
system table. If there are multiple connections using the same credentials, the properties are read from the previously closed connection.
The default location is "%APPDATA%\CData\Acumatica Data Provider\OAuthSettings.txt" with %APPDATA%
set to the user's configuration directory. The default values are
- Windows: "
register://%DSN
" - Unix: "%AppData%..."
where DSN is the name of the current DSN used in the open connection.
The following table lists the value of %APPDATA%
by OS:
Platform | %APPDATA% |
---|---|
Windows | The value of the APPDATA environment variable |
Linux | ~/.config |
CallbackURL¶
The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.
Data Type¶
string
Default Value¶
""
Remarks¶
During the authentication process, the OAuth authorization server redirects the user to this URL. This value must match the callback URL you specify in your app settings.
OAuthGrantType¶
The grant type for the OAuth flow.
Possible Values¶
CODE
, PASSWORD
Data Type¶
string
Default Value¶
PASSWORD
Remarks¶
The grant type for the OAuth flow. The following options are available: CODE,PASSWORD
OAuthVerifier¶
The verifier code returned from the OAuth authorization URL.
Data Type¶
string
Default Value¶
""
Remarks¶
The verifier code returned from the OAuth authorization URL. This can be used on systems where a browser cannot be launched such as headless systems.
Authentication on Headless Machines¶
See to obtain the OAuthVerifier
value.
Set OAuthSettingsLocation along with OAuthVerifier
. When you connect, the connector exchanges the OAuthVerifier
for the OAuth authentication tokens and saves them, encrypted, to the specified file. Set InitiateOAuth to GETANDREFRESH automate the exchange.
Once the OAuth settings file has been generated, you can remove OAuthVerifier
from the connection properties and connect with OAuthSettingsLocation set.
To automatically refresh the OAuth token values, set OAuthSettingsLocation and additionally set InitiateOAuth to REFRESH.
OAuthRefreshToken¶
The OAuth refresh token for the corresponding OAuth access token.
Data Type¶
string
Default Value¶
""
Remarks¶
The OAuthRefreshToken
property is used to refresh the OAuthAccessToken when using OAuth authentication.
OAuthExpiresIn¶
The lifetime in seconds of the OAuth AccessToken.
Data Type¶
string
Default Value¶
""
Remarks¶
Pair with OAuthTokenTimestamp to determine when the AccessToken will expire.
OAuthTokenTimestamp¶
The Unix epoch timestamp in milliseconds when the current Access Token was created.
Data Type¶
string
Default Value¶
""
Remarks¶
Pair with OAuthExpiresIn to determine when the AccessToken will expire.
JWT OAuth¶
This section provides a complete list of JWT OAuth properties you can configure.
Property | Description |
---|---|
OAuthJWTCert | The JWT Certificate store. |
OAuthJWTCertType | The type of key store containing the JWT Certificate. |
OAuthJWTCertPassword | The password for the OAuth JWT certificate. |
OAuthJWTCertSubject | The subject of the OAuth JWT certificate. |
OAuthJWTIssuer | The issuer of the Java Web Token. |
OAuthJWTSubject | The user subject for which the application is requesting delegated access. |
OAuthJWTCert¶
The JWT Certificate store.
Data Type¶
string
Default Value¶
""
Remarks¶
The name of the certificate store for the client certificate.
The OAuthJWTCertType field specifies the type of the certificate store specified by OAuthJWTCert
. If the store is password protected, specify the password in OAuthJWTCertPassword.
OAuthJWTCert
is used in conjunction with the OAuthJWTCertSubject
field in order to specify client certificates. If OAuthJWTCert
has a value, and OAuthJWTCertSubject is set, a search for a certificate is initiated. Please refer to the OAuthJWTCertSubject field for details.
Designations of certificate stores are platform-dependent.
The following are designations of the most common User and Machine certificate stores in Windows:
Property | Description |
---|---|
MY | A certificate store holding personal certificates with their associated private keys. |
CA | Certifying authority certificates. |
ROOT | Root certificates. |
SPC | Software publisher certificates. |
In Java, the certificate store normally is a file containing certificates and optional private keys.
When the certificate store type is PFXFile, this property must be set to the name of the file. When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).
OAuthJWTCertType¶
The type of key store containing the JWT Certificate.
Possible Values¶
USER
, MACHINE
, PFXFILE
, PFXBLOB
, JKSFILE
, JKSBLOB
, PEMKEY_FILE
, PEMKEY_BLOB
, PUBLIC_KEY_FILE
, PUBLIC_KEY_BLOB
, SSHPUBLIC_KEY_FILE
, SSHPUBLIC_KEY_BLOB
, P7BFILE
, PPKFILE
, XMLFILE
, XMLBLOB
Data Type¶
string
Default Value¶
USER
Remarks¶
This property can take one of the following values:
Property | Description |
---|---|
USER | For Windows, this specifies that the certificate store is a certificate store owned by the current user. Note: This store type is not available in Java. |
MACHINE | For Windows, this specifies that the certificate store is a machine store. Note: this store type is not available in Java. |
PFXFILE | The certificate store is the name of a PFX (PKCS12) file containing certificates. |
PFXBLOB | The certificate store is a string (base-64-encoded) representing a certificate store in PFX (PKCS12) format. |
JKSFILE | The certificate store is the name of a Java key store (JKS) file containing certificates. Note: this store type is only available in Java. |
JKSBLOB | The certificate store is a string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Note: this store type is only available in Java. |
PEMKEY_FILE | The certificate store is the name of a PEM-encoded file that contains a private key and an optional certificate. |
PEMKEY_BLOB | The certificate store is a string (base64-encoded) that contains a private key and an optional certificate. |
PUBLIC_KEY_FILE | The certificate store is the name of a file that contains a PEM- or DER-encoded public key certificate. |
PUBLIC_KEY_BLOB | The certificate store is a string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate. |
SSHPUBLIC_KEY_FILE | The certificate store is the name of a file that contains an SSH-style public key. |
SSHPUBLIC_KEY_BLOB | The certificate store is a string (base-64-encoded) that contains an SSH-style public key. |
P7BFILE | The certificate store is the name of a PKCS7 file containing certificates. |
PPKFILE | The certificate store is the name of a file that contains a PPK (PuTTY Private Key). |
XMLFILE | The certificate store is the name of a file that contains a certificate in XML format. |
XMLBLOB | The certificate store is a string that contains a certificate in XML format. |
OAuthJWTCertPassword¶
The password for the OAuth JWT certificate.
Data Type¶
string
Default Value¶
""
Remarks¶
If the certificate store is of a type that requires a password, this property is used to specify that password in order to open the certificate store.
OAuthJWTCertSubject¶
The subject of the OAuth JWT certificate.
Data Type¶
string
Default Value¶
*
Remarks¶
When loading a certificate the subject is used to locate the certificate in the store.
If an exact match is not found, the store is searched for subjects containing the value of the property.
If a match is still not found, the property is set to an empty string, and no certificate is selected.
The special value "*" picks the first certificate in the certificate store.
The certificate subject is a comma separated list of distinguished name fields and values. For instance "CN=www.server.com, OU=test, C=US, E=example@jbexample.com". Common fields and their meanings are displayed below.
Field | Meaning |
---|---|
CN | Common Name. This is commonly a host name like www.server.com. |
O | Organization |
OU | Organizational Unit |
L | Locality |
S | State |
C | Country |
E | Email Address |
If a field value contains a comma it must be quoted.
OAuthJWTIssuer¶
The issuer of the Java Web Token.
Data Type¶
string
Default Value¶
""
Remarks¶
The issuer of the Java Web Token. This is typically either the Client ID or Email Address of the OAuth Application.
OAuthJWTSubject¶
The user subject for which the application is requesting delegated access.
Data Type¶
string
Default Value¶
""
Remarks¶
The user subject for which the application is requesting delegated access. Typically, the user account name or email address.
SSL¶
This section provides a complete list of SSL properties you can configure.
Property | Description |
---|---|
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
SSLServerCert¶
The certificate to be accepted from the server when connecting using TLS/SSL.
Data Type¶
string
Default Value¶
""
Remarks¶
If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.
This property can take the following forms:
Description | Example |
---|---|
A full PEM Certificate (example shortened for brevity) | -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE----- |
A path to a local file containing the certificate | C:\cert.cer |
The public key (example shortened for brevity) | -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY----- |
The MD5 Thumbprint (hex values can also be either space or colon separated) | ecadbdda5a1529c58a1e9e09828d70e4 |
The SHA1 Thumbprint (hex values can also be either space or colon separated) | 34a929226ae0819f2ec14b4a3d904f801cbb150d |
If not specified, any certificate trusted by the machine is accepted.
Certificates are validated as trusted by the machine based on the System's trust store. The trust store used is the 'javax.net.ssl.trustStore' value specified for the system. If no value is specified for this property, Java's default trust store is used (for example, JAVA_HOME\lib\security\cacerts).
Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.
Schema¶
This section provides a complete list of schema properties you can configure.
Property | Description |
---|---|
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA, SchemaB, SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA, TableB, TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA, ViewB, ViewC. |
Location¶
A path to the directory that contains the schema files defining tables, views, and stored procedures.
Data Type¶
string
Default Value¶
%APPDATA%\SalesforcePardot Data Provider\Schema
Remarks¶
The path to a directory which contains the schema files for the connector (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location
property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.
If left unspecified, the default location is "%APPDATA%\SalesforcePardot Data Provider\Schema" with %APPDATA%
being set to the user's configuration directory:
Platform | %APPDATA% |
---|---|
Windows | The value of the APPDATA environment variable |
Mac | ~/Library/Application Support |
Linux | ~/.config |
BrowsableSchemas¶
This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
Data Type¶
string
Default Value¶
""
Remarks¶
Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.
Tables¶
This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
Data Type¶
string
Default Value¶
""
Remarks¶
Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the connector.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
Views¶
Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.
Data Type¶
string
Default Value¶
""
Remarks¶
Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the connector.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
Miscellaneous¶
This section provides a complete list of miscellaneous properties you can configure.
Property | Description |
---|---|
Archived | Specify whether to get archived or unarchived records. |
IncludeMessage | Set this property when querying Emails table. If false, the response does not include the html or text body of the email message. Default value is true. |
MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
MaxThreads | Specifies the number of concurrent requests. |
Other | These hidden properties are used only in specific use cases. |
Pagesize | The maximum number of results to return per page from Salesforce Pardot. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
ResponseMode | The Pardot API supports several output formats, each of which returns different levels of detail in the response. Supported output formats include: full - Returns all supported data for the Pardot object and all objects associated with it. simple - Returns all supported data for for the Pardot object. bulk -- Returns basic data for an object. Does not provide object associations and total object count. The default value is simple. Not applicable for SalesforcePardotV5 schema. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
Archived¶
Specify whether to get archived or unarchived records.
Data Type¶
string
Default Value¶
false
Remarks¶
This property is only valid for tables OneToOneEmails and EmailTemplates of SalesforcePardot.
IncludeMessage¶
Set this property when querying Emails table. If false, the response does not include the html or text body of the email message. Default value is true.
Data Type¶
bool
Default Value¶
true
Remarks¶
Set this property when querying Emails table. If false, the response does not include the html or text body of the email message. Default value is true.
MaxRows¶
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
Data Type¶
int
Default Value¶
-1
Remarks¶
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
MaxThreads¶
Specifies the number of concurrent requests.
Data Type¶
string
Default Value¶
5
Remarks¶
This property allows you to issue multiple requests simultaneously, thereby improving performance. However, the number of concurrent requests should be reduced to avoid the following error "You have exceeded your concurrent request limit".
Other¶
These hidden properties are used only in specific use cases.
Data Type¶
string
Default Value¶
""
Remarks¶
The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.
Specify multiple properties in a semicolon-separated list.
Integration and Formatting¶
Property | Description |
---|---|
DefaultColumnSize | Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000. |
ConvertDateTimeToGMT | Determines whether to convert date-time values to GMT, instead of the local time of the machine. |
RecordToFile=filename | Records the underlying socket data transfer to the specified file. |
Pagesize¶
The maximum number of results to return per page from Salesforce Pardot.
Data Type¶
int
Default Value¶
200
Remarks¶
The Pagesize
property affects the maximum number of results to return per page from Salesforce Pardot. Setting a higher value may result in better performance at the cost of additional memory allocated per page consumed.
PseudoColumns¶
This property indicates whether or not to include pseudo columns as columns to the table.
Data Type¶
string
Default Value¶
""
Remarks¶
This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".
ResponseMode¶
The Pardot API supports several output formats, each of which returns different levels of detail in the response. Supported output formats include: full - Returns all supported data for the Pardot object and all objects associated with it. simple - Returns all supported data for for the Pardot object. bulk -- Returns basic data for an object. Does not provide object associations and total object count. The default value is simple. Not applicable for SalesforcePardotV5 schema.
Possible Values¶
full
, simple
, bulk
Data Type¶
string
Default Value¶
simple
Remarks¶
The Pardot API supports several output formats, each of which returns different levels of detail in the response. The default value is simple. Not applicable for SalesforcePardotV5 schema.
Timeout¶
The value in seconds until the timeout error is thrown, canceling the operation.
Data Type¶
int
Default Value¶
60
Remarks¶
If Timeout
= 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.
If Timeout
expires and the operation is not yet complete, the connector throws an exception.