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Salesforce Marketing Cloud Connector

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Overview

Etlworks Salesforce Marketing Cloud connector allows the fastest and easiest way to connect to real-time Salesforce Marketing Cloud data. The connector works just like any other connector for connected app.

Etlworks partnered with CData to provide access to Salesforce Marketing Cloud using industry-standard JDBC protocol. Read about CData Salesforce Marketing Cloud JDBC connector.

When to use Salesforce Marketing Cloud connector

Use this connector to create Flows that extract data and load data into Salesforce Marketing Cloud.

Prerequisites

Enable Salesforce Marketing Cloud connector for your Etlworks account. Contact support@etlworks.com to enable the connector.

Create a Connection

Here's how you can create a Connection in two easy steps:

Step 1. In the Connections window, click +, and type in salesforce marketing.

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Step 2. Enter Connection parameters:

  • Authentication type: select authentication type, either OAuth (default) or Security token.

When using OAuthauthentication (default):

  • OAuth Token: sign in with SalesForce.

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When using Security token authentication:

  • User: the email address of the Salesforce user.
  • Password: the password (do not append security token to the password).
  • Security Token: the security token. Read what a Salesforce security token is and how to find it.

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Use Other parameters to specify the Connection string options. Read about available Connection string options.

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Work with Salesforce Marketing Cloud

Salesforce Marketing Cloud Data Model

The connector models two Salesforce Marketing Cloud APIs as relational databases, the REST API and the SOAP API.

Read about the data model.

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.

Read about available stored procedures in the data model.  

To call stored procure from the SQL Flow or from Before/After SQL use EXEC sp_name params=value. Example:

EXECUTE my_proc @second = 2, @first = 1, @third = 3;

SQL Compliance

The connector supports several operations on data, including querying, deleting, modifying, and inserting.

Read about SQL Compliance.

Extract data from Salesforce Marketing Cloud

Note: Extracting data from Salesforce Marketing Cloud is similar toextracting data from the relational database.

Here's how you can do this:

Step 1. Create Salesforce Marketing Cloud Connection which will be used as a source (FROM).

Step 2. Create a destination Connection, for example, a Connection to the relational database, and if needed, a Format (Format is not needed if the destination is a database or well-known API).

Step 3. Create a Flow where the source is a connected app, and the destination is a Connection created in step 2, for example, a relational database.

Step 4. Add a new source-to-destination transformation.

Step 5. Select the Salesforce Marketing Cloud Connection created in step 1 as a source Connection and select the data object you are extracting data from.

Step 6. Select TO Connection, Format (if needed), and object (for example database table) to load data into.

Step 7. Click MAPPING and optionally, enter Source query (you don't need a query if you are extracting data from the Salesforce Marketing Cloud data object unconditionally).

Step 8. Optionally, define the per-field Mapping.

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Step 9. Add more transformations if needed.

Load data in Salesforce Marketing Cloud

Note: Loading data in Salesforce Marketing Cloud is similar toloading data into a relational database.

Here's how you can do this:

Step 1. Create a source Connection and a Format (if needed).

Step 2. Create a destination Salesforce Marketing Cloud Connection.

Step 3. Create a Flow where the destination is a connected app.

Step 4. Add new source-to-destination transformation.

Step 5. Select FROM and TO Connections and objects (also a FROM Format if needed).

Step 6. Optionally define the per-field Mapping.

Step 7. Add more transformations if needed.

Browse data in Salesforce Marketing Cloud

You must have a Salesforce Marketing Cloud Connection to browse objects and run SQL queries.

Use the Etlworks Explorer to browse data and metadata in Salesforce Marketing Cloud as well as execute DML and SELECT queries against the Salesforce Marketing Cloud Connection.

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