Tableau Connector for Salesforce Marketing Cloud Account Engagement

Build 24.0.9060

EmailTemplates

Query email templates.

Table Specific Information

Select

The connector will use the Salesforce Marketing Cloud Account Engagement API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.

  • Id supports '=', '<', '<=', '>', '>='.
  • IsOneToOneEmail supports '='.
  • IsDeleted supports '='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.
  • UpdatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM EmailTemplates WHERE Id = 50
SELECT * FROM EmailTemplates WHERE UpdatedAt > '01/01/2022'
SELECT * FROM EmailTemplates WHERE CreatedAt > '01/01/2022'

Insert

To insert EmailTemplates the following fields are required:

  • CampaignId
  • IsAutoResponderEmail
  • IsDripEmail
  • IsListEmail
  • IsOneToOneEmail
  • Name
  • Subject
  • TextMessage
  • HtmlMessage
  • SenderOptionsAggregate
  • TrackerDomainId
  • Type

For inserting into this table specifying the SenderOptionsAggregate is required. The input for this field follows CData principles of deep Inserts. In Deep Insert, you simultaneously create a base object and link it to the related field in the main table.

You may either submit JSON data, or you may create a temporary table for the child table(in this case SenderOptions) and then reference the temporary table in the insert to the base table.

Example: Deep Inserts using JSON

To submit JSON data, simply supply the values for the child table in JSON format.

For example, the following JSON adds two sender options in the email template.

[
	{
		"address": "[email protected]",
		"name": "CDataTest",
		"type": "general_user"
	},
	{
		"address": "[email protected]",
		"name": "CDataTest2",
		"type": "general_user"
	}
]

In order to execute the insert, simply reference or include as string literals the complete JSON. For example:

INSERT INTO EmailTemplates (..., SenderOptionsAggregate) VALUES (..., '[{"address":"[email protected]","name":"CDataTest","type":"general_user"},{"address":"[email protected]","name":"CDataTest2","type":"general_user"}]')

Example: Deep Inserts using Temporary Tables

If using temporary tables, they must be defined and inserted within the same connection. Closing the connection will clear out any temporary tables in memory.

Creating Temporary Tables

Insert the child table fields into temporary table.

INSERT INTO SenderOptions#TEMP (Type, Address) VALUES ('general_user', 'address1')

INSERT INTO SenderOptions#TEMP (Type, Address) VALUES ('general_user', 'address2')

Inserting the email template

In the INSERT statement for the EmailTemplates table, reference the temporary tables in the SenderOptionsAggregate input.


INSERT INTO EmailTemplates (..., SenderOptionsAggregate) VALUES (..., 'SenderOptions#TEMP')

Update

Updating EmailTemplates:

UPDATE EmailTemplates SET TextMessage = 'newMessage' WHERE Id = 24143

Delete

Remove all email templates or a email template by specifying the Id of the template.

DELETE FROM EmailTemplates WHERE Id = 10003

GetDeleted

To retrieve email templates that are in the recycle bin in Pardot the following operation is supported:

GETDELETED FROM EmailTemplates

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

ID of the email.

Name String False

Name of the object for identification in Pardot.

Subject String False

Subject line for the email template.

TextMessage String False

The text content of the email. This field is retrieved only when filtering with email id.

HtmlMessage String False

The HTML content of the email. This field is retrieved only when filtering with email id.

IsOneToOneEmail Boolean False

If True, the template is available for one-to-one emails.

IsAutoResponderEmail Boolean False

If True, the template is available for autoresponder emails.

IsDripEmail Boolean False

If True, the template is available for Engagement Programs.

IsListEmail Boolean False

If True, the template is available for list emails.

TrackerDomainId Int64 False

ID of the tracker domain used for the list email.

FolderId Int64 False

ID of the folder containing this object.

Type String False

'html', 'text', and 'htmlAndText' values.

CampaignId Int64 False

Pardot campaign related to this object.

IsDeleted Boolean True

True if the object is in the recycle bin in Pardot.

CreatedById Int64 True

ID of the individual who created this object.

UpdatedById Int64 True

ID of the individual who last updated this object.

CreatedAt Datetime True

The timestamp of when this object was created.

UpdatedAt Datetime True

The timestamp of when this object was last updated.

SenderOptionsType String True

The sending user type(s).

SenderOptionsAddress String True

The sending email address(s).

SenderOptionsName String True

The name(s) of the sender.

SenderOptionsUserId String True

The user ID(s) of the sender.

SenderOptionsProspectCustomFieldId String True

The ID of the prospect custom field that contains the sender value. Only available on read and query.

SenderOptionsAccountCustomFieldId String True

The ID of the account custom field that contains the sender value. Only available on read and query.

ReplyToOptionsType String True

The reply to user type(s).

ReplyToOptionsAddress String True

The sending email address(s).

ReplyToOptionsUserId String True

The user ID(s) of the sender.

ReplyToOptionsProspectCustomFieldId String True

The ID of the prospect custom field that contains the sender value. Only available on read and query.

ReplyToOptionsAccountCustomFieldId String True

The ID of the account custom field that contains the sender value. Only available on read and query.

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
SenderOptionsAggregate String

This input is used for INSERT/UPDATE statements. Set this to SenderOptions#TEMP temporary table, whose rows contain inputs for inserting/updating the sender options. Or simply reference or include as string literals the complete JSON.

ReplyToOptionsAggregate String

This input is used for INSERT/UPDATE statements. Set this to ReplyToOptions#TEMP temporary table, whose rows contain inputs for inserting/updating the replyTo options. Or simply reference or include as string literals the complete JSON.

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Build 24.0.9060