Excel Add-In for Salesforce Marketing Cloud

Build 24.0.8963

Selecting From Data Extensions in SalesforceMarketingCloud

The add-in offers the possibility to select, insert, update, and delete data from data extensions as relational tables. To query a data extension, simple enter its name in the format DataExtensionObject_Name where Name is the name of your data extension.

Note: To connect to data extension objects in Salesforce Marketing Cloud, you must use the SOAP API. Set Schema to SOAP.

Selecting data from data extensions


SELECT * FROM DataExtensionObject_fsefes3

SELECT * FROM DataExtensionObject_fsefes3 WHERE FieldName1 = 'One'

Note 1: All filters which work with normal tables/views also work with data extensions.

Note 2: By default the Salesforce Marketing Cloud retrieves data for the LoggedIn ClientId. To retrieve results for more than one ClientID, use semi-colons (;) as a separator. The ClientID can be accounts and sub-accounts, including Enterprise 2.0, On-Your-Behalf, and Lock & Publish accounts.

SELECT * FROM DataExtensionObject_fsefes3 WHERE ClientID = '1234567'

Inserting data into data extensions


INSERT INTO DataExtensionObject_fsefes3 (FieldName1, FieldName2, FieldName3) VALUES ('One', 'Two', 'Three')

Updating data from data extensions


UPDATE DataExtensionObject_secondtest15 SET [Name] = 'ChangedFromTheApi' WHERE [Email Address] = '[email protected]'

Note: A primary key has to exist for this data extension for the update to work.

Deleting data from data extensions


DELETE FROM DataExtensionObject_secondtest15 WHERE [Email Address] = '[email protected]'

Note: A primary key has to exist for this data extension for the deletion to work.

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Build 24.0.8963