About Salesforce Marketing Cloud connector
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 database connector.
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
Enable Salesforce Marketing Cloud connector for your Etlworks Integrator account. Contact
firstname.lastname@example.org 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
Step 2. Enter Connection parameters:
Authentication type: select authentication type, either
OAuth Token: sign in with SalesForce.
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.
Other parameters to specify the Connection string options. Read about available Connection string options.
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 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;
The connector supports several operations on data, including querying, deleting, modifying, and inserting.
Read about SQL Compliance.
Extract data from Salesforce Marketing Cloud
Extracting data from Salesforce Marketing Cloud is similar to extracting 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 (
Step 3. Create a Flow where the
source is a database 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.
Step 9. Add more transformations if needed.
Load data in Salesforce Marketing Cloud
Loading data in Salesforce Marketing Cloud is similar to loading 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 database.
Step 4. Add new source-to-destination transformation.
Step 5. Select
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
SELECT queries against the Salesforce Marketing Cloud Connection.