Consume Salesforce Pardot OData Feeds in PowerBuilder



This article demonstrates how to consume Salesforce Pardot data as OData feeds from PowerBuilder using the API Server.

The CData API Server, when paired with the ADO.NET Provider for Salesforce Pardot (or any of 200+ other ADO.NET Providers), produces secure feeds of Salesforce Pardot data that you can consume in PowerBuilder DataWindows. The API Server supports the major Web services, including OData, Atom, JSON, HTML, CSV, TSV, and RSS. It also supports the major authentication schemes and SSL.

This article shows how to create a DataWindow that uses the CData API Server to execute reads and writes.

Set Up the API Server

Follow the steps below to begin producing secure Salesforce Pardot OData services:

Deploy

The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.

The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.

Connect to Salesforce Pardot

After you deploy the API Server and the ADO.NET Provider for Salesforce Pardot, provide authentication values and other connection properties needed to connect to Salesforce Pardot by clicking Settings -> Connections and adding a new connection in the API Server administration console.

Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

  • ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
  • User: The Username of the Salesforce Pardot account.
  • Password: The Password of the Salesforce Pardot account.
  • UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
  • IsDemoAccount (optional): Set to TRUE to connect to a demo account.

Accessing the Pardot User Key

The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

You can then choose the Salesforce Pardot entities you want to allow the API Server access to by clicking Settings -> Resources.

Additionally, click Settings -> Server and change the following settings for compatibility with PowerBuilder:

  • Default Format: Select XML (Atom) in the menu.
  • Default Version: Select 2.0 in the menu.

Authorize API Server Users

After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default, only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.

Create a Profile for Salesforce Pardot

Follow the steps below to use the Database Painter tool to create a database profile for the OData API of the API Server. In the Database Painter, you can graphically manipulate data as well as execute SQL queries.

  1. Click Tools -> Database Painter.
  2. Right-click the OData node and click New Profile.
  3. In the Database Profile Setup dialog, enter the following:
    • Profile Name: Enter a user-friendly name for the profile.
    • URI: Enter the URL to the OData endpoint of the API Server. This URL will resemble the one below: http://MyServer:8032/api.rsc
    • Supply User Id and Password: Click this option to use HTTP Basic authentication. Note that the API Server also supports Windows authentication.
    • User Id: Enter the name of an user in the API Server.
    • Password: Enter the authtoken of an user in the API Server.
  4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Salesforce Pardot Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to OData feeds and execute queries. The following example shows how to retrieve Salesforce Pardot data into a DataWindow.

You can add the following code to the open method:

SQLCA.DBMS = "ODT" SQLCA.DBParm = "ConnectString='URI=http://MyServer:8032/api.rsc;UID=MyAPIUser;PWD=MyAuthtoken'"; CONNECT USING SQLCA; dw_prospects.SetTransObject(SQLCA); dw_prospects.Retrieve();

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CData API Server