Tableau Connector for Salesforce Pardot

Build 21.0.7930

Configuring a Connection

The connector comes with a connection builder which allows you to build and test your connection settings outside of Tableau. It also allows you to create a connection string, which can be used to provide options not listed in the connection dialog in Tableau.

Configuring a Connection Builder

There are two ways to access the connection builder:

  • On Windows, there will be a shortcut called Connection Builder in the start menu, under the CData Salesforce Pardot Tableau Data Connector folder.
  • The connection builder can also be started by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click the Test Connection button to validate that they work. You can also use the Copy to Clipboard button to save the connection string for use with Tableau.

Connecting to Pardot

Connecting using OAuth2

Set the AuthScheme to OAuth to authenticate with this method.

Authenticating with OAuthJWT Certificate Authentication

Set the AuthScheme to OAuthJWT.

Authenticating with OAuthJWT

To obtain the OAuthJWT consumer key:

  1. Log in to Salesforce.com.
  2. From Setup, enter Apps in the Quick Find box and then click the link to create an app. In the Connected Apps section of the resulting page, click New.
  3. Enter a name to be displayed to users when they log in to grant permissions to your app, along with a contact Email address.
  4. Click Enable OAuth Settings and enter a value in the Callback URL box. Set this value only to create the Connected App as it is required. It will not actually be needed for this type of authentication. The Callback URL is in the format:
    http://localhost:8019/src/oauthCallback.rst
  5. Enable Use digital signatures.
  6. Upload your certificate.
  7. 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.
  8. Click your app name to open a page with information about your app. The OAuth consumer key is displayed.

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.

Next Step

See Getting Data for the next step, which includes authenticating to the Salesforce Pardot APIs.

Copyright (c) 2021 CData Software, Inc. - All rights reserved.
Build 21.0.7930