Establishing a Connection
You can create and manage connections with the Data Explorer and the FireDAC Connection Editor wizards. See Connection Definitions for more information on creating connections from code and creating persistent, private, or temporary connections.
Connecting to Salesforce Marketing Cloud Account Engagement
To connect to Salesforce Marketing Cloud Account Engagement you need to obtain the Pardot Business Unit ID. To do so, use Setup in Salesforce. From Setup, enter "Pardot Account Setup" in the Quick Find field.Your Pardot Business Unit ID begins with "0Uv" and is 18 characters long. If you cannot access the Pardot Account Setup information, ask your Salesforce Administrator to provide you with the Pardot Business Unit ID.
Authenticating to Salesforce Marketing Cloud Account Engagement
OAuth
AuthScheme must be set to OAuth in all user account flows.
Desktop Applications
CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom application. See Creating a Custom OAuth Application for information on creating custom applications and reasons for doing so.For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications.
After setting the following connection properties, you are ready to connect:
- InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
- OAuthClientId: (custom applications only) Set to the client ID in your application settings.
- OAuthClientSecret: (custom applications only) Set to the client Secret in your application settings.
- Extracts the access token from the callback URL.
- Obtains a new access token when the old one expires.
- Saves OAuth values in OAuthSettingsLocation that persist across connections.
Web Applications
When connecting via a web application, you need to register a custom OAuth application with Salesforce Marketing Cloud Account Engagement. See Creating a Custom OAuth Application for more information. You can then use the driver to get and manage the OAuth token values.First, get an OAuthAccessToken by setting the following connection properties:
- OAuthClientId: Set to the client Id in your application settings.
- OAuthClientSecret: Set to the client secret in your application settings.
Then call stored procedures to complete the OAuth exchange:
- Call the GetOAuthAuthorizationUrl stored procedure. Set the CallbackURL input to the callback URL you specified in your application settings. If necessary, set the Scope parameter to request custom permissions. The stored procedure returns the URL of the OAuth endpoint.
- Open the URL, log in, and authorize the application. You are redirected back to the callback URL.
- Call the GetOAuthAccessToken stored procedure. Set the Authmode input to WEB. Set the Verifier input to the "code" parameter in the query string of the callback URL. If necessary, set the Scope parameter to request custom permissions.
After you have obtained the access and refresh tokens, you can connect to data and refresh the OAuth access token either automatically or manually.
Automatic Refresh of the OAuth Access Token
To have the driver automatically refresh the OAuth access token, set the following on the first data connection:
- InitiateOAuth: Set this to REFRESH.
- OAuthClientId: Set this to the client Id in your application settings.
- OAuthClientSecret: Set this to the client secret in your application settings.
- OAuthAccessToken: Set this to the access token returned by GetOAuthAccessToken.
- RefreshOAuthAccessToken: Set this to the refresh token returned by GetOAuthAccessToken.
- OAuthSettingsLocation: Set this to the location where the component saves the OAuth token values, which persist across connections.
Manual Refresh of the OAuth Access Token
The only value needed to manually refresh the OAuth access token when connecting to data is the OAuth refresh token.
Use the RefreshOAuthAccessToken stored procedure to manually refresh the OAuthAccessToken after the ExpiresIn parameter value returned by GetOAuthAccessToken has elapsed, then set the following connection properties:
- OAuthClientId: Set this to the client Id in your application settings.
- OAuthClientSecret: Set this to the client secret in your application settings.
Then call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken. After the new tokens have been retrieved, open a new connection by setting the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken.
Finally, store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.
Headless Machines
To configure the driver to use OAuth with a user account on a headless machine, you need to authenticate on another device that has an internet browser.- Choose one of two options:
- Option 1: Obtain the OAuthVerifier value as described in "Obtain and Exchange a Verifier Code" below.
- Option 2: Install the component on a machine with a browser and transfer the OAuth authentication values after you authenticate through the usual browser-based flow, as described in "Transfer OAuth Settings" below.
- Then configure the component to automatically refresh the access token on the headless machine.
Option 1: Obtain and Exchange a Verifier Code
To obtain a verifier code, you must authenticate at the OAuth authorization URL.
Follow the steps below to authenticate from the machine with an internet browser and obtain the OAuthVerifier connection property.
- Choose one of these options:
- If you are using the Embedded OAuth Application click Salesforce Marketing Cloud Account Engagement OAuth endpoint to open the endpoint in your browser.
- If you are using a Custom OAuthd Application, create the Authorization URL by setting the following properties:
- InitiateOAuth: Set to OFF.
- OAuthClientId: Set to the client Id assigned when you registered your application.
- OAuthClientSecret: Set to the client secret assigned when you registered your application.
- Log in and grant permissions to the component. You are then redirected to the callback URL, which contains the verifier code.
- Save the value of the verifier code. Later you will set this in the OAuthVerifier connection property.
On the headless machine, set the following connection properties to obtain the OAuth authentication values.
- InitiateOAuth: Set this to REFRESH.
- OAuthVerifier: Set this to the verifier code.
- OAuthClientId: (custom applications only) Set this to the client Id in your custom OAuth application settings.
- OAuthClientSecret: (custom applications only) Set this to the client secret in the custom OAuth application settings.
- OAuthSettingsLocation: Set this to persist the encrypted OAuth authentication values to the specified location.
After the OAuth settings file is generated, you need to re-set the following properties to connect:
- InitiateOAuth: Set this to REFRESH.
- OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
- OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
- OAuthSettingsLocation: Set this to the location containing the encrypted OAuth authentication values. Make sure this location gives read and write permissions to the component to enable the automatic refreshing of the access token.
Option 2: Transfer OAuth Settings
Prior to connecting on a headless machine, you need to install and create a connection with the driver on a device that supports an internet browser. Set the connection properties as described in "Desktop Applications" above.
After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the location specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.
After you have successfully tested the connection, copy the OAuth settings file to your headless machine.
On the headless machine, set the following connection properties to connect to data:
- InitiateOAuth: Set this to REFRESH.
- OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
- OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
- OAuthSettingsLocation: Set this to the location of your OAuth settings file. Make sure this location gives read and write permissions to the component to enable the automatic refreshing of the access token.
OAuthPassword
When authenticating with a username and password, set the following connection properties:
- AuthScheme: Set this to OAuthPassword.
- User: Set this to the username.
- Password: Set this to the user password.
- InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken connection property.
OAuthJWT
Set the AuthScheme to OAuthJWT.
After creating your OAuth Application (see Creating a Custom OAuth Application), set the following connection properties:
- AuthScheme: OAuthJWT.
- InitiateOAuth: GETANDREFRESH.
- OAuthJWTCert: The JWT Certificate store.
- OAuthJWTPassword: The Password of the JWT Certificate store.
- OAuthJWTIssuer: The OAuth Client ID.
- OAuthJWTCertType: The type of the certificate store specified by OAuthJWTCert.
Note: This flow never issues a refresh token.
Using the FireDAC Connection Editor
Complete the following steps to use the FireDAC Connection Editor to assign a Salesforce Marketing Cloud Account Engagement connection to a TFDConnection object:
- Open a project and drop a TFDPhysCDataSalesforcePardotDriverLink from the Tool Palette onto the Form Designer.
- Drop a TFDConnection object onto the Form Designer.
- Double-click the TFDConnection and select CDataSalesforcePardot in the Driver Id menu.
- Define the necessary connection properties.
- To execute ad-hoc SQL statements based on this connection, enter SQL commands on the SQL Script tab.
- In the Form Designer, select the TFDConnection object and set the Connected property to true.
Using the Data Explorer
Complete the following steps to use the Data Explorer to define persistent connections that can be shared across applications and projects:
- Click View > Tool Windows > Data Explorer in RAD Studio and expand the FireDAC node.
- Right-click the CData Salesforce Marketing Cloud Account Engagement Data Source node and click Add New Connection.
- Enter a name for the connection. The FireDAC Connection Editor opens.
Working with Persistent Connections
The connections you define in the Data Explorer can be assigned to a TFDConnection object by specifying the connection name in the TFDConnection object's ConnectionDefName property.
Browsing Data and Metadata
The Data Explorer also provides options for browsing Salesforce Marketing Cloud Account Engagement objects at design time:
- Expand the CData Salesforce Marketing Cloud Account Engagement Data Source node in the Data Explorer to view the defined connections.
- Expand a connection node to find the database objects available for a connection.
- Drill down to a database object to find metadata such as primary keys.
- To display data, double-click a table or view or right-click and click View.