Use Dash to Build to Web Apps on Salesforce Pardot Data

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData Python Connector for Salesforce Pardot, the pandas module, and the Dash framework, you can build Salesforce Pardot-connected web applications for Salesforce Pardot data. This article shows how to connect to Salesforce Pardot with the CData Connector and use pandas and Dash to build a simple web app for visualizing Salesforce Pardot data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live Salesforce Pardot data in Python. When you issue complex SQL queries from Salesforce Pardot, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Pardot and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to Salesforce Pardot Data

Connecting to Salesforce Pardot data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

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.

After installing the CData Salesforce Pardot Connector, follow the procedure below to install the other required modules and start accessing Salesforce Pardot through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install pandas
pip install dash
pip install dash-daq

Visualize Salesforce Pardot Data in Python

Once the required modules and frameworks are installed, we are ready to build our web app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.salesforcepardot as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData Salesforce Pardot Connector to create a connection for working with Salesforce Pardot data.

cnxn = mod.connect("ApiVersion=4;User=YourUsername;Password=YourPassword;UserKey=YourUserKey;")

Execute SQL to Salesforce Pardot

Use the read_sql function from pandas to execute any SQL statement and store the result set in a DataFrame.

df = pd.read_sql("SELECT Id, Email FROM Prospects WHERE ProspectAccountId = '703'", cnxn)

Configure the Web App

With the query results stored in a DataFrame, we can begin configuring the web app, assigning a name, stylesheet, and title.

app_name = 'dash-salesforcepardotedataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'

Configure the Layout

The next step is to create a bar graph based on our Salesforce Pardot data and configure the app layout.

trace = go.Bar(x=df.Id, y=df.Email, name='Id')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Salesforce Pardot Prospects Data', barmode='stack')
		})
], className="container")

Set the App to Run

With the connection, app, and layout configured, we are ready to run the app. The last lines of Python code follow.

if __name__ == '__main__':
    app.run_server(debug=True)

Now, use Python to run the web app and a browser to view the Salesforce Pardot data.

python salesforcepardot-dash.py

Free Trial & More Information

Download a free, 30-day trial of the CData Python Connector for Salesforce Pardot to start building Python apps with connectivity to Salesforce Pardot data. Reach out to our Support Team if you have any questions.

Full Source Code

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.salesforcepardot as mod
import plotly.graph_objs as go

cnxn = mod.connect("ApiVersion=4;User=YourUsername;Password=YourPassword;UserKey=YourUserKey;")

df = pd.read_sql("SELECT Id, Email FROM Prospects WHERE ProspectAccountId = '703'", cnxn)
app_name = 'dash-salesforcepardotdataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'
trace = go.Bar(x=df.Id, y=df.Email, name='Id')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='Salesforce Pardot Prospects Data', barmode='stack')
		})
], className="container")

if __name__ == '__main__':
    app.run_server(debug=True)