Excel Add-In for Salesforce Marketing Cloud

Build 20.0.7695

Getting Started

Connecting to Salesforce Marketing Cloud

Establishing a Connection shows how to authenticate to Salesforce Marketing Cloud and configure any necessary connection properties. You can create a connection profile by clicking Get Data and selecting From Salesforce Marketing Cloud on the CData ribbon.

Advanced Configurations

You can also configure add-in capabilities through the available Connection properties, from data modeling to firewall traversal. The Advanced Settings section shows how to set up more advanced add-in configurations and troubleshoot connection errors.

Configuring a Connection Profile

You can configure access control in a connection profile by defining the operations allowed against Salesforce Marketing Cloud data and store the profile in the workbook to make the workbook easy to share. See Managing Connections for more configuration options for connection profiles.

Connecting from Excel

The add-in adds controls to the Excel ribbon, standard Excel formulas, and VBA classes for writing macros.

Salesforce Marketing Cloud Version Support

See Also

  • See Using the Excel Add-In to work with Salesforce Marketing Cloud data from the CData ribbon.
  • By Writing Parameterized Queries in the From Salesforce Marketing Cloud dialog, you can easily create a dynamic spreadsheet based on an underlying SQL SELECT query. Cell values provide the query's input parameters.
  • Use the CData Excel Formulas to execute multiple queries from the same sheet or to use cells and ranges to manipulate Salesforce Marketing Cloud data.
  • See Using the Excel Add-In (VBA) to write macros that can automate any of the capabilities available on the ribbon.

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Build 20.0.7695