Portfolio
Represents a file that is stored in the portfolio of a Salesforce Marketing Cloud account. Each record includes file metadata such as name, type, and storage location. This table supports query and management of digital assets that are uploaded or referenced across campaigns.
Table-Specific Information
Select
The connector uses the Salesforce Marketing Cloud APIs to process the following WHERE clause operators for all but date-time values: =, !=, <>, >, >=, <, <=, IN. For date-time values, only > and < are supported. The connector processes other filters client-side within the connector.
For example, the following (but not only) queries are processed server side:
SELECT * FROM Portfolio WHERE ObjectID = 'nzxcaslkjd-123'
SELECT * FROM Portfolio WHERE ObjectID IN ('nzxcaslkjd-123', 'nzxcaslkjd-456')
SELECT * FROM Portfolio WHERE CreatedDate > '2017/01/25'
Insert
You must specify the following fields when inserting to this table: DisplayName, FileName, CustomerKey, and Source_URN.
INSERT INTO Portfolio (DisplayName, FileName, CustomerKey, Source_URN) VALUES ('portdisplayname', 'portfilename.jpg', 'portcuskey', 'https://example.com/image.jpg')
Update
You must specify the ObjectID in the WHERE clause when executing an update against this table.
UPDATE Portfolio SET DisplayName = 'ChangedDisplayName' WHERE ObjectID = 'nzxcaslkjd-123'
Delete
You must specify the ObjectID in the WHERE clause when executing a delete against this table.
DELETE FROM Portfolio WHERE ObjectID = 'nzxcaslkjd-123'
Columns
| Name | Type | ReadOnly | Description |
| RowObjectID | String | False |
Specifies the system-generated identifier (Id) for the specific row within the Portfolio object. |
| ObjectID [KEY] | String | False |
Specifies the system-controlled text string that serves as the unique object Id for the Portfolio item. |
| PartnerKey | String | False |
Specifies the partner-provided unique Id that external systems use to reference the Portfolio item through the API. |
| CustomerKey | String | False |
Specifies the user-supplied unique identifier for the Portfolio item within the object type. |
| Client_ID | Int | False |
Specifies the Id of the client that is associated with the Portfolio item. |
| CategoryID | Int | False |
Specifies the Id of the folder that contains the Portfolio item. |
| FileName | String | False |
Specifies the file name that is associated with the Portfolio item, including any applicable extensions. |
| DisplayName | String | False |
Specifies the human-readable name that appears for the Portfolio item in user interfaces. |
| Description | String | False |
Provides descriptive and informational text that explains the purpose, contents, or usage of the Portfolio item. |
| TypeDescription | String | False |
Provides descriptive information about the type or classification of the Portfolio item. |
| IsUploaded | Bool | False |
Returns a value of 'true' when the Portfolio item originates from an uploaded file. It returns a value of 'false' when the file is system-generated or sourced from another internal process. |
| IsActive | Bool | False |
Returns a value of 'true' when the Portfolio item is active and available for use in Salesforce Marketing Cloud. It returns a value of 'false' when the item is inactive, archived, or restricted by administrative controls. |
| FileSizeKB | Int | False |
Specifies the file size of the Portfolio item in kilobytes. |
| ThumbSizeKB | Int | False |
Specifies the size in kilobytes of the thumbnail image that is associated with the Portfolio item. |
| FileWidthPX | Int | False |
Specifies the width of the Portfolio item's image in pixels. |
| FileHeightPX | Int | False |
Specifies the height of the Portfolio item's image in pixels. |
| FileURL | String | False |
Specifies the URL where the Portfolio file is stored and accessed for rendering or download. |
| ThumbURL | String | False |
Specifies the URL of the thumbnail image that corresponds to the Portfolio item. |
| CacheClearTime | Datetime | False |
Indicates the date and time when cached versions of the Portfolio item were last cleared to ensure updated rendering or retrieval. |
| CategoryType | String | False |
Specifies whether the Portfolio folder is shared with other account users. Valid values are 'shared_portfolio' and 'media'. |
| CreatedDate | Datetime | False |
Indicates the date and time when the Portfolio item was created. |
| CreatedBy | Int | False |
Specifies the Id of the user who created the Portfolio item. |
| ModifiedBy | Int | False |
Specifies the Id of the user who last modified the Portfolio item. |
| ModifiedDate | Datetime | False |
Indicates the date and time when the Portfolio item was most recently modified. |
| ModifiedByName | String | True |
Specifies the name of the user who most recently modified the Portfolio item. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
| Name | Type | Description |
| Source_URN | String |
Specifies the uniform resource name (URN) that identifies the original storage location of the Portfolio item. |