Excel Add-In for Salesforce Marketing Cloud

Build 20.0.7695

Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Salesforce Marketing Cloud to launch the CData Query window. To setup your connection, you will have to click the Select button. Here you can set the connection settings, test the connection, and save the connection profile.

Authenticating to the Salesforce Marketing Cloud REST API

To connect, set Schema to "REST". The Salesforce Marketing Cloud REST API uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId and OAuthClientSecret connection properties. See Using OAuth Authentication for an authentication guide.

Authenticating to the Salesforce Marketing Cloud SOAP API

The Salesforce Marketing Cloud SOAP API can connect using either your login credentials, or Using OAuth Authentication.

To connect to data using basic (login credentials) authentication, set the following:

  • User: The Salesforce Marketing Cloud user account used to authenticate.
  • Password: The password used to authenticate the user.

to your login credentials.

Connecting to the Salesforce Marketing Cloud APIs

Once you have authenticated to either the SOAP or REST API, you are ready to connect to data.

You may optionally refine data access using the following properties:

  • Instance: The instance of the Salesforce Marketing Cloud API used. The default Instance is s7 of the Web Services API; however, you can use this property to specify a different instance.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Salesforce Marketing Cloud you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

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Build 20.0.7695