Excel Add-In for Salesforce Pardot

Build 21.0.7930

Data Model

Overview

This section shows the available API objects and provides more information on executing SQL to Salesforce Pardot APIs.

Key Features

  • The add-in 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 add-in.

Views

Views describes the available views. Views are statically defined to model Accounts, DynamicContents, EmailClicks, and more.

Tables

Tables describes the available tables. Views are statically defined to model Campaigns, CustomFields, ListMemberships, and more.

Stored Procedures

Stored Procedures are function-like interfaces to Salesforce Pardot. Stored procedures allow you to execute operations to Salesforce Pardot, including sending email and assigning prospects.

Collaborative Query Processing

The add-in 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 add-in circumvents API limitations with in-memory client-side processing.

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Build 21.0.7930