Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Build 25.0.9539
  • Salesforce Marketing Cloud Account Engagement
    • Establishing a Connection
    • Advanced Features
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Salesforce Pardot V3 & V4 Data Model
        • Tables
          • Campaigns
          • CustomFields
          • ListMemberships
          • Lists
          • Opportunities
          • ProspectAccounts
          • Prospects
        • Views
          • Account
          • CustomRedirects
          • DynamicContents
          • EmailClicks
          • Emails
          • EmailStats
          • EmailTemplates
          • Forms
          • LifecycleHistories
          • LifecycleStages
          • OneToOneEmails
          • TagObjects
          • Tags
          • Users
          • VisitorActivities
          • Visitors
          • VisitorsPageViews
          • Visits
        • Stored Procedures
          • AssignProspect
          • AssignProspectAccount
          • GetOAuthAccessToken
          • GetOAuthAuthorizationUrl
          • RefreshOAuthAccessToken
          • SendEmail
          • UnAssignProspect
          • UnDeleteOpportunity
      • Salesforce Pardot V5 Data Model
        • Tables
          • CustomFields
          • CustomRedirects
          • DynamicContent
          • DynamicContentVariations
          • EmailTemplates
          • Files
          • FormFields
          • FormHandlers
          • FormHandlersFields
          • Forms
          • LandingPages
          • LayoutTemplates
          • ListMemberships
          • Lists
          • ProspectAccounts
          • Prospects
          • Tags
        • Views
          • Account
          • Campaigns
          • Emails
          • EmailSuppressionList
          • EngagementStudioProgram
          • FolderContents
          • Folders
          • LifecycleHistories
          • LifecycleStages
          • ListEmail
          • ListEmailRecipients
          • ListEmailStats
          • Opportunities
          • ReplyToOptions
          • SenderOptions
          • TaggedObjects
          • TrackerDomains
          • Users
          • VisitorActivities
          • Visitors
          • VisitorsPageViews
          • Visits
        • Stored Procedures
          • CreateStudioProgram
          • DownloadStudioProgram
          • GetOAuthAccessToken
          • GetOAuthAuthorizationUrl
          • RefreshOAuthAccessToken
          • SendEmail
          • UpdateBulkActionStatus
    • Connection String Options
      • Authentication
        • AuthScheme
        • Schema
        • BusinessUnitID
        • IsDemoAccount
        • UseSalesforceSandbox
        • User
        • Password
        • SecurityToken
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
      • JWT OAuth
        • OAuthJWTCert
        • OAuthJWTCertType
        • OAuthJWTCertPassword
        • OAuthJWTCertSubject
        • OAuthJWTIssuer
        • OAuthJWTSubject
      • SSL
        • SSLServerCert
      • Firewall
        • FirewallType
        • FirewallServer
        • FirewallPort
        • FirewallUser
        • FirewallPassword
      • Proxy
        • ProxyAutoDetect
        • ProxyServer
        • ProxyPort
        • ProxyAuthScheme
        • ProxyUser
        • ProxyPassword
        • ProxySSLType
        • ProxyExceptions
      • Logging
        • LogModules
      • Schema
        • Location
        • BrowsableSchemas
        • Tables
        • Views
      • Miscellaneous
        • Archived
        • IncludeCustomFields
        • IncludeMessage
        • MaxRows
        • MaxThreads
        • Other
        • Pagesize
        • PseudoColumns
        • ResponseMode
        • ServerTimeZone
        • Timeout
        • UserDefinedViews
        • ValueDelimiter
    • Third Party Copyrights

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Overview

The CData Sync App provides a straightforward way to continuously pipeline your Salesforce Marketing Cloud Account Engagement data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.

The Salesforce Marketing Cloud Account Engagement connector can be used from the CData Sync application to pull data from Salesforce Marketing Cloud Account Engagement and move it to any of the supported destinations.

Salesforce Marketing Cloud Account Engagement Version Support

The Sync App leverages the Salesforce Marketing Cloud Account Engagement API to enable bidirectional access to Salesforce Marketing Cloud Account Engagement. Supports Marketing Cloud Account Engagement API v3, v4, and v5.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Establishing a Connection

Adding a Connection to Salesforce Marketing Cloud Account Engagement

To add a connection to Salesforce Marketing Cloud Account Engagement:

  1. In the application console, navigate to the Connections page.
  2. At the Add Connections panel, select the icon for the connection you want to add.
  3. If the Salesforce Marketing Cloud Account Engagement icon is not available, click the Add More icon to download and install the Salesforce Marketing Cloud Account Engagement connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

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:

  • 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.

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:

  1. 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.
  2. Open the URL, log in, and authorize the application. You are redirected back to the callback URL.
  3. 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 Sync App saves the OAuth token values, which persist across connections.
On subsequent data connections, the values for OAuthAccessToken and OAuthRefreshToken are taken from OAuthSettingsLocation.

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.

  1. 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 Sync App 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.

  2. Then configure the Sync App 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.

  1. 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.
      Then call the GetOAuthAuthorizationURL stored procedure with the appropriate CallbackURL. Open the URL returned by the stored procedure in a browser.

  2. Log in and grant permissions to the Sync App. You are then redirected to the callback URL, which contains the verifier code.
  3. Save the value of the verifier code. Later you will set this in the OAuthVerifier connection property.
Next, you need to exchange the OAuth verifier code for OAuth refresh and access tokens. Set the following properties:

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 Sync App 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 Sync App 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.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Advanced Features

This section details a selection of advanced features of the Salesforce Marketing Cloud Account Engagement Sync App.

User Defined Views

The Sync App supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Salesforce Marketing Cloud Account Engagement and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

SSL Configuration

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

  • ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
  • ProxyPort: the TCP port that the proxy server is running on.
  • ProxyAuthScheme: the authentication method the Sync App uses when authenticating to the proxy server.
  • ProxyUser: the username of a user account registered with the proxy server.
  • ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

  • To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
  • To tunnel the connection, set FirewallType to TUNNEL.
  • To authenticate, specify FirewallUser and FirewallPassword.
  • To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Data Model

Overview

This section shows the available API objects and provides more information on executing SQL to Salesforce Marketing Cloud Account Engagement APIs.

Key Features

  • The Sync App models Salesforce Marketing Cloud Account Engagement entities like documents, folders, and groups as relational views, allowing you to write SQL to query Salesforce Marketing Cloud Account Engagement data.
  • Stored procedures allow you to execute operations to Salesforce Marketing Cloud Account Engagement, including retrieving the access token and keeping it refreshed in OAuth 2.0.
  • Live connectivity to these objects means any changes to your Salesforce Marketing Cloud Account Engagement account are immediately reflected when using the Sync App.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Salesforce Pardot V3 & V4 Data Model

The CData Sync App models Salesforce Marketing Cloud Account Engagement entities as relational Tables, Views, and Stored Procedures. The Sync App uses the Salesforce Marketing Cloud Account Engagement API to process supported filters. The Sync App processes other filters client-side within the Sync App.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Tables

The Sync App models the data in Salesforce Marketing Cloud Account Engagement as a list of tables in a relational database that can be queried using standard SQL statements.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync Tables

Name Description
Campaigns Retrieve and modify campaigns.
CustomFields Retrieve and modify custom fields.
ListMemberships Retrieve and modify list memberships.
Lists Retrieve and modify lists.
Opportunities Retrieve and modify opportunities.
ProspectAccounts Retrieve and modify prospect accounts.
Prospects Retrieve and modify prospects.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Campaigns

Retrieve and modify campaigns.

Table Specific Information

Select

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

  • Id supports '=', '<', '<=', '>', '>='.
  • Name supports '='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.
  • UpdatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM Campaigns WHERE Id = 43
SELECT * FROM Campaigns WHERE Name = 'Website Tracking'

Insert

This table does not have any required attributes when performing an insert.

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this campaign.

Name String False

Campaign's name.

Cost Integer False

Cost associated to the campaign.

CrmFId String True

The CRM FID associated to the campaign.

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
CreatedAt Datetime

Filter by the creation time.

UpdatedAt Datetime

Filter by the modification time.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

CustomFields

Retrieve and modify custom fields.

Table Specific Information

Select

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

  • Id supports '=', '<', '<=', '>', '>='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM CustomFields WHERE Id = 50
SELECT * FROM CustomFields WHERE CreatedAt > '01/01/2019'

Insert

The following attributes are required when performing an insert: FieldId, Name.

INSERT INTO CustomFields (FieldId, Name) VALUES (100, 'Example')

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this custom field.

Name String False

Custom field's name.

FieldId String True

API ID for custom field.

Type String False

type of field.

TypeId Int64 True

Pardot ID for custom field's type.

CreatedAt Datetime True

Time custom field was created in Pardot.

UpdatedAt Datetime True

Last time custom field was updated.

IsRecordMultipleResponses Boolean False

If true, this custom field will record multiple responses.

CrmId String False

The CRM ID of the field you would like to map to this custom field.

IsUseValues Boolean False

If true, this custom field will use predefined values.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ListMemberships

Retrieve and modify list memberships.

Table Specific Information

Select

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

  • Id supports '=', '<', '<=', '>', '>='.
  • ListId supports '='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.
  • UpdatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM ListMemberships WHERE Id = 26
SELECT * FROM ListMemberships WHERE ListId = 44
SELECT * FROM ListMemberships WHERE CreatedAt > '01/01/2019'

Insert

The following attributes are required when performing an insert: ListId, ProspectId.

INSERT INTO ListMemberships (ListId, ProspectId) VALUES (20104, 3457990)

Get Deleted

To retrieve deleted records, a GETDELETED statement can be executed. The GETDELETED statement supports the same server side filters that are supported by the SELECT statement (except ID when using the equality(=) operator), but does not perform any client side filtering.

GETDELETED FROM ListMemberships WHERE ID = 231

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this list membership.

ListId Int64 True

Lists.Id

Pardot ID of the list for this membership.

ProspectId Int64 True

Prospects.Id

Pardot ID of the prospect for this membership.

OptedOut Integer False

If value is 1, the prospect is unsubscribed from receiving emails from this list.

CreatedAt Datetime True

Time that this membership was created in Pardot.

UpdatedAt Datetime True

Last time that this membership was updated.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Lists

Retrieve and modify lists.

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID of this list.

Name String False

List's name (internal to Pardot).

IsPublic Boolean False

If true, list will show on EPC pages to prospects.

IsDynamic Boolean True

If true, list has prospects dynamically added to it via a set of chosen rules.

Title String False

List's title (visible to subscribers).

Description String False

List's description.

IsCrmVisible Boolean False

If true, list will be visible in CRM to add or remove from.

CreatedAt Datetime True

Time list was created in Pardot.

UpdatedAt Datetime True

Last time list was updated.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Opportunities

Retrieve and modify opportunities.

Table Specific Information

Select

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

  • Id supports '=', '<', '<=', '>', '>='.
  • Probability supports '=', '<', '<=', '>', '>='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.
  • ProspectEmail supports '='.
  • ProspectId supports '='.

For example, the following queries are processed server side:

SELECT * FROM Opportunities WHERE Id = 14
SELECT * FROM Opportunities WHERE ProspectId = 34
SELECT * FROM Opportunities WHERE ProspectEmail = '[email protected]'

Insert

The following attributes are required when performing an insert: CampaignId, Name, Value, Probability, ProspectEmail, ProspectId.

INSERT INTO Opportunities (CampaignId, Name, Value, Probability, ProspectEmail, ProspectId) VALUES (1, 'Example', 3, 75, '[email protected]', 2)

Note: This table cannot be updated if a Salesforce connector is present.

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this opportunity.

CampaignId Int64 False

Campaigns.Id

Pardot ID of the campaign associated with this opportunity Note: Information about an opportunity's campaign association is returned in a campaign node in the XML response. However, updates to campaign associations are done by providing campaign_id during an UPDATE> request. See XML Response Formats in Using Opportunities for more details.

Name String False

Opportunity's name.

Value Double False

Opportunity's value Restrictions: value must be a positive numeric value.

Probability Integer False

Opportunity's probability Restrictions: value must be a positive numeric value between 0 and 100 inclusive.

Type String False

Opportunity's type.

Stage String False

Opportunity's stage.

Status String False

Opportunity's status Restrictions: status must be either won, lost, or open.

ClosedAt Datetime False

Opportunity's closed date Note: if this is left blank, the closed_at datetime (Closed Date within the app) will not be set, even when the Opportunity's stage, status or probability are set to indicate opportunity closure.

CreatedAt Datetime True

Time opportunity was created in Pardot.

UpdatedAt Datetime True

Last time opportunity was updated in Pardot.

ProspectEmail String False

Email of the prospect.

ProspectId Int64 False

Id of the prospect.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ProspectAccounts

Retrieve and modify prospect accounts.

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID of the prospect account.

CreatedAt Datetime False

Filter by the creation time.

UpdatedAt Datetime False

Filter by the modification time.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Prospects

Retrieve and modify prospects.

Columns

Name Type ReadOnly References Description
Id [KEY] Int63 True

Pardot ID for this prospect.

CampaignId Int63 False

Campaigns.Id

Pardot ID of the campaign associated with this prospect Note: Information about a prospect's campaign association is returned in a campaign node in the XML response. However, updates to campaign associations are done by providing campaign_id during an UPDATE> request. See XML Response Formats in Using Prospects for more details.

Salutation String False

Prospect's formal prefix.

FirstName String False

Prospect's first name.

LastName String False

Prospect's last name.

Email String False

Prospect's email address.

Password String False

Prospect's password.

Company String False

Prospect's company.

ProspectAccountId Int63 False

ProspectAccounts.Id

Prospect's account ID.

Website String False

Prospect's website URL.

JobTitle String False

Prospect's job title.

Department String False

Prospect's department.

Country String False

Prospect's country.

AddressOne String False

Prospect's address, line 1.

AddressTwo String False

Prospect's address, line 2.

City String False

Prospect's city.

State String False

Prospect's US state.

Territory String False

Prospect's territory.

Zip String False

Prospect's postal code.

Phone String False

Prospect's phone number.

Fax String False

Prospect's fax number.

Source String False

Prospect's source.

AnnualRevenue String False

Prospect's annual revenue.

Employees String False

Prospect's number of employees.

Industry String False

Prospect's industry.

YearsInBusiness String False

Prospect's number of years in business.

Comments String False

Comments about this prospect.

Notes String False

Notes about this prospect.

Score Integer False

Prospect's score.

Grade String True

Prospect's letter grade.

LastActivityAt Datetime True

Time stamp of this prospect's latest visitor activity.

RecentInteraction String True

Describes the prospect's most recent interaction with Pardot.

CrmLeadFid String True

Prospect's lead ID in a supported CRM system.

CrmContactFid String True

Prospect's contact ID in a supported CRM system.

CrmOwnerFid String True

Prospect's owner ID in a supported CRM system.

CrmAccountFid String True

Account ID in a supported CRM system.

CrmLastSync Datetime True

Last time this prospect was synced with a supported CRM system.

CrmUrl String True

URL to view the prospect within the CRM system.

IsDoNotEmail Boolean False

If value is 1, prospect prefers not to be emailed.

IsDoNotCall Boolean False

If value is 1, prospect prefers not to be called.

OptedOut Boolean True

If value is 1, prospect has opted out of marketing communications.

IsReviewed Boolean False

If value is 1, prospect has been reviewed.

IsStarred Boolean False

If value is 1, prospect has been starred.

CreatedAt Datetime True

Time prospect was created in Pardot.

UpdatedAt Datetime True

Last time prospect was updated in Pardot.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync Views

Name Description
Account Retrieve account info.
CustomRedirects Retrieve and modify custom redirects.
DynamicContents Retrieve dynamic contents.
EmailClicks Retrieve email clicks.
Emails Retrieve emails.
EmailStats Retrieve email stats.
EmailTemplates Retrieve email templates.
Forms Retrieve forms.
LifecycleHistories Retrieve lifecycle histories.
LifecycleStages Retrieve lifecycle stages.
OneToOneEmails Retrieve one to one emails.
TagObjects Retrieve tag objects.
Tags Retrieve tags.
Users Retrieve users.
VisitorActivities Retrieve visitor activities.
Visitors Retrieve visitors.
VisitorsPageViews Retrieve visitors page views.
Visits Retrieve visits.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Account

Retrieve account info.

Table Specific Information

Select

The Sync App will process all filters client side.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this account.
Level String The level of product for the account.
Website String Account website.
VanityDomain String Custom vanity domain name.
PluginCampaignId Int64 Plugin ID for account campaign.
TrackingCodeTemplate String Markup and code for use in tracking templates.
Address1 String Account contact address, line 1.
Address2 String Account contact address, line 2.
City String Account contact city.
State String Account contact state.
Territory String Account contact territory.
Zip String Account contact zip code.
Country String Account contact country.
Phone String Account contact phone number.
Fax String Account contact fax number.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

CustomRedirects

Retrieve and modify custom redirects.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this custom redirect.
Name String Custom redirect's name.
Url String URL for the custom redirect.
Destination String URL the custom redirect leads to.
CampaignId Int64

Campaigns.Id

The campaign associated with this custom redirect.
CampaignName String

Campaigns.Name

The campaign associated with this custom redirect.
CreatedAt Datetime Time custom redirect was created in Pardot.
UpdatedAt Datetime Last time custom redirect was updated.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

DynamicContents

Retrieve dynamic contents.

Table Specific Information

Select

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

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

For example, the following queries are processed server side:

SELECT * FROM DynamicContents WHERE Id = 32
SELECT * FROM DynamicContents WHERE CreatedAt > '02/03/2019 23:11:33'
SELECT * FROM DynamicContents WHERE UpdatedAt > '01/03/2018 23:11:33' AND UpdatedAt <= '02/03/2019 23:11:33'

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this dynamic content.
Name String Dynamic content's name.
EmbedCode String Code to embed this dynamic content onto your webpage.
EmbedUrl String URL to embed this dynamic content.
BaseContent String The default dynamic content.
BasedOn String Field that this dynamic content is based on.
Variation String The variation of content prospect will see based on the field's value Note: Information about a variation is returned in a variation node in the XML response. It contains the value of the field in the comparison tag and the content of the variation in the content tag.
CreatedAt Datetime Time dynamic content was created in Pardot.
UpdatedAt Datetime Last time dynamic content was updated.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

EmailClicks

Retrieve email clicks.

Table Specific Information

Select

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

  • Id supports '>', '>='.
  • ListEmailId supports '='.
  • DripProgramActionId supports '='.
  • EmailTemplateId supports '='.
  • TrackerRedirectId supports '='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM EmailClicks WHERE ListEmailId = 20
SELECT * FROM EmailClicks WHERE DripProgramActionId = 42
SELECT * FROM EmailClicks WHERE EmailTemplateId = 26 AND TrackerRedirectId = 31 AND CreatedAt > '02/03/2019 23:11:33'

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this email click.
ProspectId Int64

Prospects.Id

Pardot ID for the associated prospect.
Url String URL of the email click.
ListEmailId Int64 Pardot ID for the associated list email. Value not present if null.
DripProgramActionId Integer Pardot ID for the associated drip program action. Value not present if null.
EmailTemplateId Int64

EmailTemplates.Id

Pardot ID for the associated email template. Value not present if null.
TrackerRedirectId Int64 Pardot ID for the associated tracker redirect. Value not present if null.
CreatedAt Datetime Time that email click occurred.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Emails

Retrieve emails.

Table Specific Information

Select

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

  • Id supports '='.

For example, the following query is processed server side:

SELECT * FROM Emails WHERE Id = 10

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this email.
Name String Name of this email.
Subject String Email Subject.
Message String Contains the text of email.
HTMLContent String Contains text and html elements of different formats.
CreatedAt Datetime Time the Email Was Created.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

EmailStats

Retrieve email stats.

Table Specific Information

The Sync App will use the Salesforce Marketing Cloud Account Engagement API to process WHERE clause conditions built with the following column and operator. To query this table, you need to specify the Id. The rest of the filter is executed client side within the Sync App.

  • Id supports '='.

For example, the following query is processed server side:

SELECT * FROM EmailStats WHERE Id = 10

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this email.
Sent Integer Sent status.
Delivered Integer Delivered status.
TotalClicks Integer Total clicks.
UniqueClicks Integer Unique clicks.
SoftBounced Integer Soft bounces.
HardBounced Integer Hard bounces.
OptOuts Integer Opt count.
SpamComplains Integer Spam complains.
Opens Integer Opens.
UniqueOpens Integer Unique opens.
DeliveryRate String Delivery rate.
OpensRate String Open rate.
ClickThroughRate String Click through rate.
UniqueClickThroughRate String Unique click through rate.
ClickOpenRatio String Click to open ration.
OptOutrate String Opt rate.
SpamComplaintRate String Spam complaint rate.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

EmailTemplates

Retrieve email templates.

Table Specific Information

Select

By default only templates connected to OneToOneEmails will be returned.

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

  • Id supports '='.

For example, the following queries are processed server side:

SELECT * FROM EmailTemplates WHERE Id = 22

Columns

Name Type References Description
Id Int64 Identifier.
EmailType Integer Email type.
Error Integer Error.
HtmlMessage String Html content.
IsAutoResponderEmail Integer Whether it is an auto responder email.
IsDripEmail Integer Whether it is a drip email.
IsListEmail Integer Whether it is a lsit email.
IsOneToOneEmail Integer Whether it is a one to one email.
Name String Name
SendOptionsReplyToAddressAggregate String Reply to addresses.
SendOptionsSendFromDataAggregate String Send from information.
Subject String Email subject.
TextMessage String Email text.
TrackedHtmlMessage String Tracked html message.
TrackedTextMessage String Tracked text message.
Type Integer Email type.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Forms

Retrieve forms.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this form.
Name String Form's name.
CampaignId Int64

Campaigns.Id

Pardot ID of the campaign associated with this form.
EmbedCode String The code used to embed the form on your webpage.
CreatedAt Datetime Time form was created in Pardot.
UpdatedAt Datetime Last time form was updated.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

LifecycleHistories

Retrieve lifecycle histories.

Table Specific Information

Select

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

  • Id supports '=', '<', '<=', '>', '>='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM LifecycleHistories WHERE Id = 49
SELECT * FROM LifecycleHistories WHERE Id >= 44
SELECT * FROM LifecycleHistories WHERE CreatedAt <= '02/03/2019 23:11:33'

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID of this lifecycle history.
ProspectId Int64

Prospects.Id

Pardot's ID for the prospect in this stage.
PreviousStageId Int64 Pardot ID of the stage this prospect was previously in.
NextStageId Int64 Pardot ID of the stage this prospect will be in next.
SecondsElapsed Integer Number of seconds for prospect to get to current stage.
CreatedAt Datetime Time lifecycle history was created in Pardot.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

LifecycleStages

Retrieve lifecycle stages.

Table Specific Information

Select

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

  • Id supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM LifecycleStages WHERE Id = 18

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID of this lifecycle stage.
Name String Lifecycle stage's name.
Position Integer Lifcycle stage's position in lifecycle.
IsLocked Boolean If true, lifecycle stage is locked.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

OneToOneEmails

Retrieve one to one emails.

Table Specific Information

Select

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

  • Id supports '='.

For example, the following queries are processed server side:

SELECT * FROM OneToOneEmails WHERE Id = 11

Columns

Name Type References Description
Id [KEY] Int64 Identifier.
EmailType Integer Email type.
IsAutoResponderEmail Integer Whether it is an auto responder email.
IsDripEmail Integer Where it is a drip email.
IsListEmail Integer Whether it is a list email.
IsOneToOneEmail Integer Whether it is a one to one email.
Name String Name.
Subject String Email subject.
Type Integer Email type.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

TagObjects

Retrieve tag objects.

Table Specific Information

Select

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

  • Id supports '=', '<', '<=', '>', '>='.
  • TagId supports '='.
  • Type supports '='.
  • ObjectId supports '='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM TagObjects WHERE Id <= 31
SELECT * FROM TagObjects WHERE TagId = 12
SELECT * FROM TagObjects WHERE CreatedAt <= '02/03/2019 23:11:33'

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID of the tag object.
TagId Int64

Tags.Id

The Pardot ID of the tag.
Type String The type of object associated with the tag.
ObjectId Int64 The Pardot ID of the object.
CreatedAt Datetime Time tag was associated with the object in Pardot.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Tags

Retrieve tags.

Table Specific Information

Select

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

  • Id supports '=', '<', '<=', '>', '>='.
  • Name supports '='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM Tags WHERE Id >= 42
SELECT * FROM Tags WHERE Name = 'criteria'
SELECT * FROM Tags WHERE CreatedAt >= '02/03/2019 23:11:33'

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this tag.
Name String Tag's name.
CreatedAt Datetime Time tag was created in Pardot.
UpdatedAt Datetime Last time tag was updated.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Users

Retrieve users.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID of the user.
Email String User's email address.
FirstName String User's first name.
LastName String User's last name.
JobTitle String User's job title.
Role String User's role.
CreatedAt Datetime Time user was created in Pardot; Time is reported in the API user's preferred timezone.
UpdatedAt Datetime Last time user was updated in Pardot; Time is reported in the API user's preferred timezone.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

VisitorActivities

Retrieve visitor activities.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this visitor activity.
ProspectId Int64

Prospects.Id

Pardot ID for the associated prospect.
VisitorId Int64

Visitors.Id

Pardot ID for the associated visitor.
Type Integer Visitor activity's type number; See listing below.
TypeName String Visitor activity's type name; See listing below.
Details String Details about this visitor activity such as the name of the object associated with this activity, the search phrase used in a site search query, etc.
EmailId Int64

Emails.Id

Pardot ID of the email associated with this visitor activity Note: This node will only appear if this visitor activity has an email associated with it.
EmailTemplateId Int64

EmailTemplates.Id

Pardot ID of the email template associated with this visitor activity Note: This node will only appear if this visitor activity has an email associated with it.
ListEmailId Int64 Pardot ID of the list email associated with this visitor activity Note: This node will only appear if this visitor activity has an email associated with it.
FormId Int64

Forms.Id

Pardot ID of the form associated with this visitor activity Note: This node will only appear if this visitor activity has a form associated with it.
FormHandlerId Int64 Pardot ID of the form handler associated with this visitor activity Note: This node will only appear if this visitor activity has a form handler associated with it.
SiteSearchQueryId Int64 Pardot ID of the site search query associated with this visitor activity Note: This node will only appear if this visitor activity has a site search query associated with it.
LandingPageId Int64 Pardot ID of the landing page associated with this visitor activity Note: This node will only appear if this visitor activity has a landing page associated with it.
PaidSearchIdId Int64 Pardot ID of the paid search ad associated with this visitor activity Note: This node will only appear if this visitor activity has a paid search ad associated with it.
MultivariateTestVariationId Int64 Pardot ID of the multivariate test variation associated with this visitor activity Note: This node will only appear if this visitor activity has a multivariate test variation associated with it.
VisitorPageViewId Int64 Pardot ID of the visitor page view associated with this visitor activity Note: This node will only appear if this visitor activity has a visitor page view associated with it.
FileId Int64 Pardot ID of the file associated with this visitor activity Note: This node will only appear if this visitor activity has a file associated with it.
CampaignId Int64

Campaigns.Id

Campaign id.
CampaignName String Campaign name.
CampaignCost Integer Campaign cost.
CreatedAt Datetime Time that visitor activity occurred.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Visitors

Retrieve visitors.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this visitor.
PageViewCount Integer Number of page views by this visitor.
IpAddress String Visitor's IP address.
Hostname String Visitor's hostname.
CampaignParameter String Visitor's campaign parameter utm_campaign from Google Analytics.
MediumParameter String Visitor's medium parameter utm_medium from Google Analytics.
SourceParameter String Visitor's source parameter utm_source from Google Analytics.
ContentParameter String Visitor's content parameter utm_content from Google Analytics.
TermParameter String Visitor's term parameter utm_term from Google Analytics.
CreatedAt Datetime Time visitor was created in Pardot.
UpdatedAt Datetime Last time visitor was updated in Pardot.
ProspectId Int64 Selects visits with the given Prospect IDs.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

VisitorsPageViews

Retrieve visitors page views.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this visitor page view.
VisitId Int64

Visits.Id

Pardot ID for this visit.
VisitorId Int64

Visitors.Id

Pardot ID for the associated visitor.
ProspectId Int64

Prospects.Id

Pardot ID for the associated prospect.
Url String The Url of the page.
Title String The Title column of the VisitorsPageViews object.
CreatedAt Datetime The CreatedAt column of the VisitorsPageViews object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Visits

Retrieve visits.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this visit.
VisitorId Int64

Visitors.Id

Pardot ID for the associated visitor.
ProspectId Int64

Prospects.Id

Pardot ID for the associated prospect.
VisitorPageViewCount Integer Number of page views for this visit.
FirstVisitorPageViewAt Datetime Time of first page view for this visit.
LastVisitorPageViewAt Datetime Time of last page view for this visit.
DurationInSeconds Integer Length of this visit.
CampaignParameter String Visit's campaign parameter utm_campaign from Google Analytics.
MediumParameter String Visit's medium parameter utm_medium from Google Analytics.
SourceParameter String Visit's source parameter utm_source from Google Analytics.
ContentParameter String Visit's content parameter utm_content from Google Analytics.
TermParameter String Visit's term parameter utm_term from Google Analytics.
CreatedAt Datetime Time visit was created in Pardot.
UpdatedAt Datetime Last time visit was updated in Pardot.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Sync App beyond simple SELECT/INSERT/UPDATE/DELETE operations with Salesforce Marketing Cloud Account Engagement.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Salesforce Marketing Cloud Account Engagement, along with an indication of whether the procedure succeeded or failed.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync Stored Procedures

Name Description
AssignProspect Update the locations for a shipping zone.
AssignProspectAccount Update the locations for a shipping zone.
SendEmail Update the locations for a shipping zone.
UnAssignProspect Update the locations for a shipping zone.
UnDeleteOpportunity Update the locations for a shipping zone.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

AssignProspect

Update the locations for a shipping zone.

Execute


EXEC AssignProspect ProspectId = 432, AssignmentType = 'user', AssignTo = 101
EXEC AssignProspect ProspectId = 432, AssignmentType = 'email', AssignTo = '[email protected]'

Input

Name Type Required Description
ProspectId String False The ID of the prospect.
AssignmentType String False The type of the assignment. Can be one of: email, user, group.
AssignTo String False The value to assign to. If the type is user or group the value should be the respective id.

Result Set Columns

Name Type Description
Success String This value shows a boolean indication of whether the operation was successful or not.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

AssignProspectAccount

Update the locations for a shipping zone.

Execute


EXEC AssignProspectAccount UserId = 432, ProspectAccountId = 501

Input

Name Type Required Description
ProspectAccountId String False The ID of the prospect account.
UserId String False The ID of the user.

Result Set Columns

Name Type Description
Success String This value shows a boolean indication of whether the operation was successful or not.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

GetOAuthAccessToken

If using a Windows application, set Authmode to App. If using a Web app, set Authmode to Web and specify the Verifier obtained by GetOAuthAuthorizationUrl.

Input

Name Type Required Description
Authmode String False The type of authentication mode to use. Select App for getting authentication tokens via a desktop app. Select Web for getting authentication tokens via a Web app.

The allowed values are APP, WEB.

The default value is APP.

Verifier String False The verifier token returned by Salesforce after using the URL obtained with GetOAuthAuthorizationUrl.
Scope String False A space-separated scope of permissions you need the app to have access to. The available values are api, chatter_api, full, id, refresh_token, visualforce, and web. For details, refer to: http://help.salesforce.com/help/doc/en/remoteaccess_oauth_scopes.htm.
CallbackUrl String False The page to return the Salesforce app after authentication has been completed.
Api_Version String False The API version you would like to authenticate to.

The default value is 49.0.

State String False Any value that you wish to be sent with the callback.
GrantType String False Authorization grant type. Only available for OAuth 2.0. If left unspecified, the default value is the value of the OAuthGrantType connection property.

The allowed values are CODE, PASSWORD.

Result Set Columns

Name Type Description
Scope String The scope of permissions for the app.
Instance_Url String The instance URL being used by the app.
Id String The Id associated with the OAuth token.
Issued_At String When the token was issued at.
Signature String A signature for the OAuth token.
OAuthRefreshToken String A token that may be used to obtain a new access token.
OAuthAccessToken String The OAuth access token.
ExpiresIn String The remaining lifetime on the access token. A -1 denotes that it will not expire.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

GetOAuthAuthorizationUrl

Gets the authorization URL that must be opened separately by the user to grant access to your application. Only needed when developing Web apps.

Input

Name Type Required Description
CallbackUrl String False The page to return the user after authorization is complete.
Scope String False A space-separated scope of permissions you need the app to have access to. The available values are api, chatter_api, full, id, refresh_token, visualforce, web. For more details, refer to: http://help.salesforce.com/help/doc/en/remoteaccess_oauth_scopes.htm.
Grant_Type String False The type of authorization to be granted for your app. If this is set to code, the stored procedure will return an authorization URL containing the verifier code in a query string parameter, which you will need to submit back with the GetOAuthAccessToken stored procedure. Implicit will cause the OAuth access token to be returned directly in the URL.

The allowed values are Implicit, Code.

State String False Any value that you wish to be sent with the callback.

Result Set Columns

Name Type Description
Url String The authorization url.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

RefreshOAuthAccessToken

Refreshes the OAuth token or session id after the session has expired. Your OAuth application must have the refresh_token scope enabled.

Input

Name Type Required Description
OAuthRefreshToken String True The refresh token returned when the OAuth Token was first created.

Result Set Columns

Name Type Description
Instance_Url String Instance of Salesforce the OAuth token is valid for.
OAuthAccessToken String The OAuth token.
Id String Id associated with the OAuth Token.
Issued_At String When the OAuth Token was issued.
Signature String Signature of the OAuth Token.
ExpiresIn String The remaining lifetime on the access token. A -1 denotes that it will not expire.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

SendEmail

Update the locations for a shipping zone.

Execute

This procedure requires any of the following input combinations:

One of: ProspectId, ProspectEmail or ListId. One of: TemplateId or (TextContent, Name, Subject and (FromEmail, FromName or FromUserId)) Examples:

EXEC SendEmail CampaignId = 20006, ProspectId = 1807618, TemplateId = 13598
EXEC SendEmail CampaignId = 20006, ProspectEmail = '[email protected]', TextContent = 'content', Name = 'email name', Subject = 'email subject', FromUserId = 24486
EXEC SendEmail CampaignId = 20006, ListId = 20104, TextContent = 'content', Name = 'email name', Subject = 'email subject', FromEmail = '[email protected]', FromName = 'Name Surname'

Input

Name Type Required Description
CampaignId String False The ID of the campaign.
ProspectId String False The ID of the prospect.
ProspectEmail String False The email of the prospect.
ListId String False The ID of the lists to send to.
TemplateId String False The ID of the prospect.
TextContent String False The ID of the prospect.
Name String False The ID of the prospect.
Subject String False The ID of the prospect.
FromEmail String False The ID of the prospect.
FromName String False The ID of the prospect.
FromUserId String False The ID of the prospect.
ReplyToEmail String False The ID of the prospect.
OperationalEmail String False The ID of the prospect.
HTMLContent String False The ID of the prospect.

Result Set Columns

Name Type Description
Success String This value shows a boolean indication of whether the operation was successful or not.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

UnAssignProspect

Update the locations for a shipping zone.

Execute


EXEC UnAssignProspect ProspectId = 432

Input

Name Type Required Description
ProspectId String False The ID of the prospect.

Result Set Columns

Name Type Description
Success String This value shows a boolean indication of whether the operation was successful or not.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

UnDeleteOpportunity

Update the locations for a shipping zone.

Execute


EXEC UnDeleteOpportunity Id = 600

Input

Name Type Required Description
Id String False The ID of the opportunity.

Result Set Columns

Name Type Description
Success String This value shows a boolean indication of whether the operation was successful or not.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Salesforce Pardot V5 Data Model

The CData Sync App models Salesforce Marketing Cloud Account Engagement Pardot API v5 objects as relational Tables, Views, and Stored Procedures. The Sync App uses the Salesforce Marketing Cloud Account Engagement API to process supported filters. The Sync App processes other filters client-side within the Sync App.

Tables

Tables describes a sample of the available standard tables.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Tables

The Sync App models the data in Salesforce Marketing Cloud Account Engagement as a list of tables in a relational database that can be queried using standard SQL statements.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync Tables

Name Description
CustomFields Retrieve custom fields metadata.
CustomRedirects Track links on your website or third-party site with Pardot custom redirects.
DynamicContent Retrieve a collection of dynamic content
DynamicContentVariations Retrieve a collection of Dynamic Content Variations
EmailTemplates Query email templates.
Files Upload images and other files to use in your Pardot emails, forms, and landing pages.
FormFields Retrieve form fields to capture and store data related to leads, contacts, accounts, and other objects within the system.
FormHandlers Retrieve,Create,Updata,Delete a collection of Form Handlers
FormHandlersFields Retrieve,Create,Update,Delete a collection of Form Handler Stages
Forms Retrieve forms.
LandingPages Retrieving a collection of landing pages
LayoutTemplates Retrieve and modify layout templates.
ListMemberships Retrieve,Create,Update,Delete a collection of list memberships
Lists Retrieve and modify lists.
ProspectAccounts Query the available prospect accounts.
Prospects Retrieve and modify prospects.
Tags Retrieve tags.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

CustomFields

Retrieve custom fields metadata.

Table Specific Information

Select

The Sync App 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 Sync App.

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

For example, the following queries are processed server side:

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

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this custom field.

Name String False

Custom field's name.

FieldId String False

User-defined ID for the custom field.

Type String False

The type of custom field. Possible values: Text, Radio Button, Checkbox, Dropdown, Textarea, Multi-Select, Hidden, Number, Date, CRM User

CreatedAt Datetime True

Time custom field was created in Pardot.

UpdatedAt Datetime True

Last time custom field was updated.

CreatedById Int64 True

ID of the individual who created this object.

UpdatedById Int64 True

ID of the individual who last updated this object.

IsRecordMultipleResponses Boolean False

If true, this custom field will record multiple responses.

IsUseValues Boolean False

If true, this custom field will use predefined values.

SalesforceId String False

The alpha-numeric Id of the Salesforce Org.

IsRequired Boolean False

True if the custom field is required.

isAnalyticsSynced Boolean True

True if the object is synced to Analytics.

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
ValuesPrefill String

Write-Only field on create operation. Possible values: Countries, Country Codes, US States, US State Codes, Canadian Provinces, Canadian Province Codes, US States and Canadian Provinces, US State and Canadian Province Codes, Japanese Prefectures, Japanese Prefecture Codes

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

CustomRedirects

Track links on your website or third-party site with Pardot custom redirects.

Table Specific Information

Select

The Sync App 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 Sync App.

  • Id supports '=', '<', '<=', '>', '>='.
  • IsDeleted supports '='.

For example, the following queries are processed server side:

SELECT * FROM CustomRedirects WHERE Id = 40
SELECT * FROM CustomRedirects WHERE IsDeleted = 'true'

Insert

The following attributes are required when performing an insert: Name, CampaignId, DestinationUrl.

INSERT INTO CustomRedirects (Name, CampaignId, DestinationUrl) VALUES ('name', '1', 'https://example.com/content.html')

Update

Update CustomRedirects attributes.

UPDATE CustomRedirects SET Name = 'newName', FolderId = '527425' WHERE Id = 24143

Delete

Remove all CustomRedirects objects or one by specifying the Id of the CustomRedirect.

DELETE FROM CustomRedirects WHERE Id = 10003

GetDeleted

To retrieve custom redirects that are in the recycle bin in Pardot the following operation is supported:

GETDELETED FROM CustomRedirects 

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this campaign.

Name String False

Name of the object for identification in Pardot.

CampaignId Int64 False

Pardot Campaign related to this object.

DestinationUrl String False

A fully qualified URL. The visitor who clicks the custom redirect is directed to this location.

FolderId Int64 False

ID of the folder containing this object. Uses the asset type's uncategorized folder if not specified on create.

TrackerDomainId Int64 False

ID of the tracker domain to use in the URL for this object. Uses the primary tracker domain for the account if not specified on create.

VanityUrl String True

Fully qualified vanity URL. Includes tracker domain and vanityUrlPath.

VanityUrlPath String False

Vanity URL path (excluding protocol and host). Must be unique for each tracker domain.

GASource String False

Google Analytics Campaign source.

GAMedium String False

Google Analytics Campaign medium.

GATerm String False

Google Analytics Campaign keyword.

GAContent String False

Google Analytics Campaign content.

GACampaign String False

Google Analytics Campaign ID.

SalesforceId String True

ID of the Salesforce object representing this object.

TrackedUrl String True

Fully qualified tracked URL. Does not include Vanity URL.

BitlyIsPersonalized String True

True if a custom Bitly URL was set.

BitlyShortUrl String True

If set, a fully qualified Bitly URL.

IsDeleted Boolean True

True if the object is in the Pardot recycle bin.

CreatedAt Datetime True

The object creation timestamp.

UpdatedAt Datetime True

The timestamp of the last update of the object.

CreatedById Int64 True

ID of the individual who created this object.

UpdatedById Int64 True

ID of the individual who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

DynamicContent

Retrieve a collection of dynamic content

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this dynamic content.

Name String False

Dynamic content's name.

EmbedCode String True

The code used to embed the dynamic content into a web page.

EmbedUrl String True

The URL to embed this dynamic content.

BaseContent String False

The default content that shows when the prospect doesn't meet the criteria for a variation.

BasedOn String True

The kind field that dynamic content is based on. Values are 'default', 'custom', 'grade', and 'score'.

TagReplacementLanguage String True

Merge language of the dynamic content. Can be 'pml', 'hml', or 'undetermined'.

CreatedAt Datetime True

Time the dynamic content was created; reported in API user's timezone.

UpdatedAt Datetime True

Time the dynamic content was last updated; reporting in API user's timezone.

IsDeleted Boolean True

When true, the object is in the recycle bin in Pardot.

CreatedByID Int64 True

ID of the user who created this object.

UpdatedById Int64 True

ID of the user who last updated this object.

FolderId Int64 False

ID of the folder containing this object.

TrackerDomainId Int64 False

The ID of the tracker domain associated with this object.

BasedOnProspectApiFieldId String False

The name of the Account Engagement prospect field that the Dynamic Content is mapped to. On standard fields the value is the name of the field. For example, 'firstName'.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

DynamicContentVariations

Retrieve a collection of Dynamic Content Variations

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this dynamic content variation.

Comparison String True

The logic used to set the criteria for a variation. This field works together with the Dynamic Content basedOn field to determine which variation a prospect is served.

Operator String False

The operator found in the logic used to set the criteria for a variation. Possible values: is, contains, between, less-than, less-than-or-equal, greater-than, greater-than-or-equal

Content String False

The text content of the variation.

DynamicContentId Int64 False

ID of the dynamic content this variation is associated with.

Value1 String False

The value found in the logic used to set the criteria for a variation. All operators except between require one value.

Value2 String False

The value found in the logic used to set the criteria for a variation when using the between operator. All other operators don't support two values.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

EmailTemplates

Query email templates.

Table Specific Information

Select

The Sync App 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 Sync App.

  • 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.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Files

Upload images and other files to use in your Pardot emails, forms, and landing pages.

Table Specific Information

Select

The Sync App 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 Sync App.

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

For example, the following queries are processed server side:

SELECT * FROM Files WHERE Id = 40
SELECT * FROM Files WHERE UpdatedAt < '2021-12-30T03:16:27-08:00' AND CreatedAt >= '2021-11-12T07:18:56-08:00'

Insert

The following attributes are required when performing an insert: Name, FilePath.

INSERT INTO Files (Name, FilePath) VALUES ('file1', 'C:\\file1.txt')

Update

Updating Files:

UPDATE Files SET Name = 'testingUpdate', FolderId = '33609' WHERE id = '804969'

Delete

Remove all files or a file by specifying the Id of the file.

DELETE FROM Files WHERE Id = 10003

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID of this file.

Name String False

Name of the object for identification in Pardot. Uses the name of the file being uploaded if not specified on create.

FolderId Int64 False

ID of the folder containing this object. Uses the asset type's uncategorized folder if not specified on create.

CampaignId Int64 False

Pardot campaign related to this object. Uses null if not specified on create.

VanityUrlPath String False

Vanity URL path (excluding protocol and host). Must be unique for each tracker domain.

TrackerDomainId Int64 False

ID of the TrackerDomain to use in the URL for this object. Uses the primary tracker domain for the account if not specified on create.

SalesforceId String True

ID of the Salesforce object representing this object.

Url String True

URL where the downloadable file can be accessed.

Size Integer True

Size (in bytes) of the downloadable file.

BitlyIsPersonalized Boolean True

True if the object has a bitly URL that is personalized.

BitlyShortUrl String True

Bitly URL if present.

VanityUrl String True

Vanity URL if present.

IsTracked Boolean True

True if downloads of this file are recorded as visitor activity.

CreatedAt Datetime True

The timestamp of when this object was created.

UpdatedAt Datetime True

The timestamp of when this object was last updated.

CreatedById Int64 True

ID of the individual who created this object.

UpdatedById Int64 True

ID of the individual who last updated this object.

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
FilePath String

This parameter is used only in INSERT operations to upload the content of a file. It should be set to the path of the file including the name. Ex: C:\Users\User\Desktop\test.txt or to the BASE64 encoded content of the file.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

FormFields

Retrieve form fields to capture and store data related to leads, contacts, accounts, and other objects within the system.

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

ID of the form field.

FormId Int64 False

The ID of the form the Form Field belongs to.

Type String False

Data type of the object. Data Type can be: text, radio button, checkbox, dropdown, textarea, hidden, date, multi-select.

DataFormat String False

The field's data format. Data Format can be: text, number, email, email with valid mail server, email not from isps and free email providers. Default 'text'.

ProspectApiFieldId String False

The name of the Pardot prospect field that the form field is mapped to. For example,

Label String False

Label of the form field.

Description String False

User-assigned description for the field. This field isn't queryable.

ErrorMessage String False

Error to display when the field isn't submitted correctly.

CssClasses String False

CSS class to apply to the paragraph element that wraps the form input and label.

IsRequired Boolean False

Set to true to make populating this field required for form submission. Default false.

IsAlwaysDisplay Boolean False

Set to true to always display this field, even if a value has already been collected for the prospect. Default false.

isMaintainInitialValue Boolean False

Set to true to maintain the prospect field value of the initial form submission. Subsequent submissions with new values will be ignored. Default false.

isDoNotPrefill Boolean False

Set to true to prevent prospect data from being pre-filled into the field. Default false.

SortOrder Int64 True

Each field in a given form will be assigned a number that indicates the display order.

HasDependents Boolean True

Set to true if this field has Dependents.

HasProgressives Boolean True

Set to true if this field has Progressives.

HasValues Boolean True

Set to true if this field has Values.

CreatedAt Datetime True

Creation time of the object.

UpdatedAt Datetime True

Last update time of the object.

CreatedById Int64 True

ID of the user who created this object.

UpdatedById Int64 True

ID of the user who updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

FormHandlers

Retrieve,Create,Updata,Delete a collection of Form Handlers

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

ID of this object.

Name String False

Name of the object for identification in Pardot.

FolderId Int64 False

ID of the folder containing this object.

CampaignId Int64 False

The ID of the campaign associated with this object.

TrackerDomainId Int64 False

The ID of the tracker domain associated with this object.

IsDataForwarded Boolean False

When true, enables data forwarding to the success location.

SucessLocation String False

The URL the user is forwarded to if the submission is successful.

ErrorLocation String False

The URL the user is forwarded to if the submission has an error.

IsAlwaysEmail Boolean False

When true, disables visitor activity throttling and sends autoresponder emails after every submission. Learn more about throttling in Salesforce Help.

IsCookieless Boolean False

When true, the form handler is in Kiosk/Data Entry Mode, and does not cookie browser as a submitted prospect.

SalesforceId String True

Salesforce Id of the object.

EmbedCode String True

Code to embed this form handler in a webpage.

CreatedAt Datetime True

Creation time of this object.

UpdatedAt Datetime True

Last updated time for the object.

CreatedById Int64 True

ID of the user who created the object.

IsDeleted Boolean True

True if the object is in the Pardot recycle bin.

UpdatedById Int64 True

ID of the user who last updated the object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

FormHandlersFields

Retrieve,Create,Update,Delete a collection of Form Handler Stages

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

ID of this object.

Name String False

Name of the object for identification in Pardot.

FormHandlerId Int64 False

The ID of the form handler this field belongs to.

IsRequired Boolean False

When true, the field is required.

DataFormat String False

The field's data format. Values are 'text', 'number','email', 'email not from isps and free email providers', and 'email with valid mail server'.

ProspectApiFieldId String False

The name of the Pardot prospect field that the form handler field is mapped to. On standard fields the value is the name of the field. For example, 'firstName'. If mapping to a custom field, the value is the field name followed by __c. For example, the custom field 'foodChoice' becomes 'foodChoice__c'.

IsMaintainInitialValue Boolean False

When true, the field maintains the initial value upon subsequent form submissions.

ErrorMessage String False

Error message for the field.

CreatedAt Datetime True

Creation time of this object.

CreatedById Int64 True

ID of the user who created the object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Forms

Retrieve forms.

Table Specific Information

Select

The Sync App 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 Sync App.

  • Id supports '=', '<', '<=', '>', '>='.
  • IsDeleted supports '='.

For example, the following queries are processed server side:

SELECT * FROM Forms WHERE Id <= 17
SELECT * FROM Forms WHERE IsDeleted = 'true'

GetDeleted

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

GETDELETED FROM Forms 

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this form.

Name String False

Form's name.

CampaignId Int64 False

Campaigns.Id

Pardot ID of the campaign associated with this form.

EmbedCode String True

The code used to embed the form on your webpage.

SalesforceId String True

The alpha-numeric Id of the Salesforce Org.

LayoutTemplateId Int64 False

The ID of the layout template associated with this object

SubmitButtonText String False

The label used for the submit button

BeforeFormContent String False

The HTML text displayed above the form

AfterFormContent String False

The HTML text displayed below the form

ThankYouContent String False

The HTML text displayed after the form is submitted

ThankYouCode String False

Thank you code is typically Javascript used to call other systems like Google Conversion Tracking

IsAlwaysDisplay Boolean False

Always display form after submission. Disable the 10 minute waiting period after submitting a form

RedirectLocation String False

Redirect to this URL instead of showing the

IsUseRedirectLocation Boolean True

When redirect location is valid and enabled.

FontSize String False

Possible values: default, 8pt, 10pt, 12pt, 14pt , 18pt, 24pt, 36pt.

FontFamily String False

Possible values: default,

FontColor String False

6 digit number in hexadecimal format such as #123456

LabelAlignment String False

Possible values: default, above, left

RadioAlignment String False

Possible values: default, horizontal, stacked

CheckboxAlignment String False

Possible values: default, horizontal, stacked

RequiredCharacter String False

Possible values: default , *

IsCookieless String False

Kiosk/Data Entry Mode: Do not cookie browser as submitted prospect

ShowNotProspect Boolean False

Include

IsCaptchaEnabled Boolean False

Enable explicit bot protecting using reCAPTCHA

IsDeleted Boolean True

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

TrackerDomainId Int64 False

The ID of the tracker domain associated with this object.

FolderId Int64 False

ID of the folder containing 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.

CreatedById Int64 True

ID of the individual who created this object.

UpdatedById Int64 True

ID of the individual who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

LandingPages

Retrieving a collection of landing pages

Table Specific Information

Select

The Sync App 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 Sync App.

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

For example, the following queries are processed server side:

SELECT * FROM LandingPages WHERE Id = 50
SELECT * FROM LandingPages WHERE IsDeleted = 'true'
SELECT * FROM LandingPages WHERE CreatedAt > '01/01/2022'

GetDeleted

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

GETDELETED FROM LandingPages

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

ID of the object.

Name String False

Name of the object for identification in Pardot.

SalesforceId String True

ID of the Salesforce object representing this object.

IsDeleted Boolean True

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

CreatedById Int64 True

ID of the user who created this object.

CreatedAt Datetime True

Creation time of the object.

UpdatedAt Datetime True

Last update time of the object.

UpdatedById Int64 True

ID of the user who last updated this object.

CampaignId Int64 False

Pardot Campaign related to this object.

FormId Int64 False

ID of the form related to this object.

LayoutTemplateId Int64 False

ID of the layout template related to this object.

Title String False

The landing page's title.

Description String False

The landing page's meta description. Used for SEO.

IsDoNotIndex Boolean False

True if the landing page is hidden from search engine indexing.

LayoutType String True

Specifies where the landing page was created. Possible values are Layout Template, Landing Page Builder, Legacy Page Builder, Salesforce Builder.

ScriptFragment String False

Script specified for the landing page. Available only on read requests.

LayoutCss LayoutCss True

CSS code for the layout template. Available only on read requests.

LayoutCssGenerated String True

Generated CSS code for the layout template. Available only on read requests.

LayoutTableBorder Int True

Specifies the layout table border width.

RedirectLocation String False

The redirect URL used if the prospect is redirected instead of showing the thank you content.

IsUseRedirectLocation Boolean True

True if the prospect is redirected instead of showing the form thank you content.

BitlyIsPersonalized Boolean True

True if the object has a bitly URL that is personalized.

BitlyShortUrl String True

Bitly URL if present.

Url String True

Link for the landing page.

VanityUrl String True

Vanity URL if present.

VanityUrlPath String False

The unique path for the asset, used to create the vanity URL.

TrackerDomainId Int64 False

The ID of the tracker domain associated with this object.

FolderId Int64 False

ID of the folder containing this object.

ArchiveDate Date False

The landing page's archive date('yyyy-mm-dd').

Content String False

The editable content if using a stock template. This field isn’t queryable.

OpeningGeneralContent String False

If using a layout template without pardot-region attributes, this value is displayed in the %%form-opening-general-content%% tag. This field isn’t queryable.

RegionContent String False

If using a layout template that contains pardot-region attributes, the values here override the default values in the layout template. This field isn’t queryable.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

LayoutTemplates

Retrieve and modify layout templates.

Table Specific Information

Select

The Sync App 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 Sync App.

  • Id supports '=', '<', '<=', '>', '>='.
  • IsDeleted supports '='.

For example, the following queries are processed server side:

SELECT * FROM LayoutTemplates WHERE Id = 40
SELECT * FROM LayoutTemplates WHERE IsDeleted = 'true'

Insert

The following attributes are required when performing an insert: Name, LayoutContent.

INSERT INTO LayoutTemplates (Name, IsIncludeDefaultCss, LayoutContent, FolderId) VALUES ('name', 'true', 'content', 33621)

Update

Updating LayoutTemplates:

UPDATE LayoutTemplates SET Name = 'newName' WHERE Id = 24143

Delete

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

DELETE FROM LayoutTemplates WHERE Id = 10003

GetDeleted

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

GETDELETED FROM LayoutTemplates 

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

ID of this object.

Name String False

Name of the object for identification in Pardot. Uses the name of the file being uploaded if not specified on create.

LayoutContent String False

HTML content of this layout template encoded as JSON string.

FormContent String False

HTML content encoded as JSON string that controls form display logic. Uses default values if not provided.

SiteSearchContent String False

HTML content encoded as JSON string that controls the site search content.

IsIncludeDefaultCss Boolean False

True if not supplying custom CSS styling.

FolderId Int64 False

ID of the folder containing this object. Uses the asset type's uncategorized folder if not specified on create.

IsDeleted Boolean True

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

CreatedAt Datetime True

The timestamp of when this object was created.

UpdatedAt Datetime True

The timestamp of when this object was last updated.

CreatedById Int64 True

ID of the individual who created this object.

UpdatedById Int64 True

ID of the individual who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ListMemberships

Retrieve,Create,Update,Delete a collection of list memberships

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this list membership.

IsDeleted Boolean True

When true, the list membership is in the Pardot recycle bin.

CreatedById Int64 True

ID of the user who created this list membership.

CreatedAt Datetime True

The time that this list membership was created. Reported in API user's preferred timezone.

UpdatedAt Datetime True

The time that this list membership was last updated. Reported in API user's timezone.

UpdatedById Int64 True

ID of the user who last updated this list membership.

OptedOut Boolean False

When true, the prospect is unsubscribed from receiving emails from this list.

ListId Int64 False

Pardot ID of the list for this membership

ProspectID Int64 False

Pardot ID of the prospect for this membership

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Lists

Retrieve and modify lists.

Table Specific Information

Select

The Sync App 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 Sync App.

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

For example, the following queries are processed server side:

SELECT * FROM Lists WHERE Id = 40
SELECT * FROM Lists WHERE IsDeleted = 'true'
SELECT * FROM Lists WHERE CreatedAt > '01/01/2022'

Insert

The following attribute is required when performing an insert: Name.

INSERT INTO Lists (Name) VALUES ('name')

Update

Update Lists attributes.

UPDATE Lists SET Name = 'newName' WHERE Id = 24143

Delete

Remove all lists or a list by specifying the Id of the list.

DELETE FROM Lists WHERE Id = 10003

GetDeleted

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

GETDELETED FROM Lists

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID of this list.

Name String False

List's name (internal to Pardot).

FolderId Int64 False

ID of the folder containing this object.

CampaignId Int64 False

Campaigns.Id

Pardot campaign related to this object. Uses null if not specified on create.

IsDeleted Boolean True

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

IsDynamic Boolean True

True if the list is dynamic.

IsPublic Boolean False

True if the list is public.

Title String False

Title of the list object.

Description String False

List's description.

CreatedAt Datetime True

The timestamp of when this object was created.

UpdatedAt Datetime True

The timestamp of when this object was last updated.

CreatedById Int64 True

ID of the individual who created this object.

UpdatedById Int64 True

ID of the individual who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ProspectAccounts

Query the available prospect accounts.

Table Specific Information

Select

The Sync App 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 Sync App.

  • Id supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM ProspectAccounts WHERE Id > 31

Get Deleted

To retrieve deleted prospect accounts, a GETDELETED statement can be executed.

GETDELETED FROM ProspectAccounts

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

ID of the object.

Name String True

Name of the object.

SalesforceId String True

ID of the Salesforce object representing this object.

IsDeleted Boolean True

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

AnnualRevenue String True

Annual Revenue of the object.

BillingAddressOne String True

Billing Address of the object.

BillingAddressTwo String True

Second Billing Address of the object.

BillingCity String True

City of the object.

BillingCountry String True

County of the object.

BillingState String True

State of the object.

BillingZip String True

Zip of the object.

Description String True

Description of the object.

Employees String True

Employees of the object.

Fax String True

Fax of the object.

Industry String True

Industry of the object.

Number String True

Number of the object.

Ownership String True

Ownership of the object.

Phone String True

Phone Number of the object.

Rating String True

Rating of the object.

ShippingAddressOne String True

Shipping Address of the object.

ShippingAddressTwo String True

Second Shipping Address of the object.

ShippingCity String True

Shipping Address city of the object.

ShippingCountry String True

Shipping Address country of the object.

ShippingState String True

Shipping Address state of the object.

ShippingZip String True

Shipping Address zip of the object.

Sic String True

SIC of the object.

Site String True

Site of the object.

TickerSymbol String True

Ticker Symbol of the object.

Type String True

Type of the object.

Website String True

Website of the object.

CreatedAt Datetime True

Creation time of the object.

UpdatedAt Datetime True

Last update time of the object.

AssignedToId Int64 True

ID of the user who the object record is assigned to.

CreatedById Int64 True

ID of the individual who created this object.

UpdatedById Int64 True

ID of the individual who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Prospects

Retrieve and modify prospects.

Table Specific Information

Select

The Sync App uses the Salesforce Marketing Cloud Account Engagement API to process WHERE clause conditions built with the following columns and operators:

  • Id supports '=', '<', '<=', '>', '>='.
  • UserId supports '=', '<', '<=', '>', '>='.
  • AssignedToId supports '=', '<', '<=', '>', '>='.
  • LastActivityAt supports '=', '<', '<=', '>', '>='.
  • IsDeleted supports '='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.
  • UpdatedAt supports '=', '<', '<=', '>', '>='.

The rest of the filter is executed client-side within the Sync App.

For example, the following queries are processed server side:

SELECT * FROM Prospects WHERE Id = 3457992
SELECT * FROM Prospects WHERE UserId = 14
SELECT * FROM Prospects WHERE UpdatedAt < '2021-12-30T03:16:27-08:00' AND CreatedAt >= '2021-11-12T07:18:56-08:00'

Get Deleted

To retrieve deleted prospects, a GETDELETED statement can be executed.

GETDELETED FROM Prospects

Upsert

To perform UPSERT operations on the Prospects table, you must enable either Bulk or BulkWaitForResults in the BulkMode property. You must also provide the name of the column which serves as a record identifier in the UpsertKeyColumn column, as shown in the following query:

INSERT INTO Prospects#TEMP (FirstName, Email, CampaignId, UpsertKeyColumn) VALUES (‘John', '[email protected]', '16201', 'email')
INSERT INTO Prospects#TEMP (FirstName, Email, CampaignId, UpsertKeyColumn) VALUES (‘Jane’, '[email protected]', '16201', 'email')
UPSERT INTO Prospects (FirstName, Email, CampaignId, UpsertKeyColumn) SELECT FirstName, Email, CampaignId, UpsertKeyColumn FROM Prospects#TEMP
The identifier column can be Id, Email, or SalesforceId. If the UpsertKeyColumn is not specified, by default, Id is required or used as an identifier column, as shown in the following query:
INSERT INTO Prospects#TEMP (FirstName, Email, CampaignId, Id) VALUES (‘John', '[email protected]', '16201', 55187773)
INSERT INTO Prospects#TEMP (FirstName, Email, CampaignId,Id) VALUES (Jane’, '[email protected]', '16201', 55187771)
UPSERT INTO Prospects (FirstName, Email, CampaignId, Id) SELECT FirstName, Email, CampaignId, Id FROM Prospects#TEMP

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this prospect.

AddressOne String False

Prospect's address, line 1.

AddressTwo String False

Prospect's address, line 2.

AnnualRevenue String False

Prospect's annual revenue.

CampaignId Int64 False

Pardot campaign related to this object.

CampaignParameter String True

Prospect's campaign parameter utm_campaign from Google Analytics.

SalesforceCampaignId String True

The alpha-numeric Id of the associated campaign in the Salesforce Org.

City String False

Prospect's city.

Comments String False

Comments about this prospect.

Company String False

Prospect's company.

ContentParameter String True

Prospect's content parameter utm_content from Google Analytics.

ConvertedAt Datetime True

Time when prospect was converted from visitor.

ConvertedFromObjectName String True

Name of object associated with visitor activity that resulted in prospect being converted from visitor.

ConvertedFromObjectType String True

ype of object associated with visitor activity that resulted in prospect being converted from visitor. Supported values include 'Form', 'FormHandler', 'LandingPage', 'MultivariateTestVariation', and 'Video'.

Country String False

Prospect's country.

SalesforceAccountId String True

Account ID in a supported Salesforce system.

SalesforceContactId String True

Prospect's contact ID in a supported Salesforce system.

SalesforceLastSync Datetime True

Last time this prospect was synced with a supported Salesforce system.

SalesforceLeadId String True

Prospect's lead ID in a supported Salesforce system.

SalesforceOwnerId String False

Prospect's owner ID in a supported Salesforce system.

SalesforceId String False

The alpha-numeric Id of the Salesforce Org.

Department String False

Prospect's department.

Email String False

Prospect's email address.

EmailBouncedAt Datetime True

Time

EmailBouncedReason String True

Reason why prospect email address hard bounced.

Employees String False

Prospect's number of employees.

Fax String False

Prospect's fax number.

FirstActivityAt Datetime True

Time when first visitor activity occurred for this prospect.

FirstAssignedAt Datetime True

Time prospect was first assigned to a user.

FirstName String False

Prospect's first name.

FirstReferrerQuery String True

First referrer's search query.

FirstReferrerType String True

First referrer's vendor and type (such as 'Google Natural Search').

FirstReferrerUrl String True

First referrer's URL.

Grade String True

Prospect's letter grade.

Industry String False

Prospect's industry.

IsDeleted Boolean True

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

IsDoNotCall Boolean False

If value is 1, prospect prefers not to be called.

IsDoNotEmail Boolean False

If value is 1, prospect prefers not to be emailed.

isEmailHardBounced Boolean True

If true, prospect email address has hard bounced.

IsReviewed Boolean False

If value is 1, prospect has been reviewed.

IsStarred Boolean False

If value is 1, prospect has been starred.

JobTitle String False

Prospect's job title.

LastActivityAt Datetime True

Time stamp of this prospect's latest visitor activity.

LastName String False

Prospect's last name.

MediumParameter String True

Prospect's medium parameter utm_medium from Google Analytics.

Notes String False

Notes about this prospect.

OptedOut Boolean False

If value is 1, prospect has opted out of marketing communications.

Password String True

Prospect's password.

Phone String False

Prospect's phone number.

ProspectAccountId Int64 False

Prospect's account ID.

Salutation String False

Prospect's formal prefix.

Score Integer False

Prospect's score.

Source String False

Prospect's source.

SourceParameter String True

Prospect's source parameter utm_source from Google Analytics.

State String False

Prospect's US state.

TermParameter String True

Prospect's term parameter utm_term from Google Analytics.

Territory String False

Prospect's territory.

Website String False

Prospect's website URL.

YearsInBusiness String False

Prospect's number of years in business.

Zip String False

Prospect's postal code.

AssignedToId Int64 True

ID of the user who the object record is assigned to.

ProfileId Int64 False

Pardot profile related to this object.

SalesforceUrl String True

URL to view the prospect within the Salesforce system.

LifecycleStageId Int64 True

Pardot lifecycle stage related to this object.

UserId Int64 False

User the prospect is assigned to.

RecentInteraction String True

Describes the prospect's most recent interaction with Pardot.

CreatedAt Datetime True

Time prospect was created in Pardot.

UpdatedAt Datetime True

Last time prospect was updated 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.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Tags

Retrieve tags.

Columns

Name Type ReadOnly References Description
Id [KEY] Int64 True

Pardot ID for this tag.

Name String False

The name of the tag.

ObjectCount Int64 True

Number of objects tagged with the tag.

CreatedAt Datetime True

Creation time of the tag.

UpdatedAt Datetime True

Last update time of the tag.

CreatedById Int64 True

ID of the user who created this tag.

UpdatedById Int64 True

ID of the user who last updated this tag.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync Views

Name Description
Account Use the account resource to learn about the current user's Pardot account.
Campaigns Retrieve and modify campaigns.
Emails Query emails to learn how prospects responded to the emails.
EmailSuppressionList A Lists used as suppression lists for the list email.
EngagementStudioProgram Query EngagementStudioProgram to retrieve data related to the programs.
FolderContents View all objects contained within Folders.
Folders Retrieve folders or organize and nest your content and marketing assets in a way that makes sense for your team.
LifecycleHistories Use lifecycle history resources to learn how a prospect is moving through their sales journey, from visitor to won opportunity.
LifecycleStages Retrieving a collection of lifecycle stages
ListEmail A list email is a single email sent to a recipient list.
ListEmailRecipients RecipientLists used by an email
ListEmailStats Query statistical information for a list email, such as the number of clicks, opens, and opt-outs.
Opportunities Retrieve a collection of opportunities
ReplyToOptions Query the replyTo options of email templates.
SenderOptions Query the sender options of email templates.
TaggedObjects Retrieve tagged objects.
TrackerDomains Query the available tracker domains.
Users Query the available users.
VisitorActivities Retrieve visitor activities.
Visitors Retrieve visitors.
VisitorsPageViews Retrieve visitors page views.
Visits Retrieve visits.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Account

Use the account resource to learn about the current user's Pardot account.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this account.
Company String Account company.
Level String The level of product for the account.
Website String Account website.
PluginCampaignId Int64 Plugin ID for account campaign.
AddressOne String Account's address, line 1.
AddressTwo String Account's address, line 2.
City String Account's city.
State String Account's state.
Zip String Account's postal code.
Territory String Account's territory.
Country String Account's country.
Phone String Account's phone number.
Fax String Account's fax number.
AdminId Int64 ID of the individual who is the admin for this account.
CreatedAt Datetime The timestamp of when this object was created.
UpdatedAt Datetime The timestamp of when this object was last updated.
MaximumDailyApiCalls Integer Maximum daily API requests based on the timezone for this account.
ApiCallsUsed Integer Total daily API requests based on the timezone for this account.
CreatedById Int64 ID of the individual who created this object.
UpdatedById Int64 ID of the individual who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Campaigns

Retrieve and modify campaigns.

Table Specific Information

Select

The Sync App 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 Sync App.

  • Id supports '=', '<', '<=', '>', '>='.
  • Name supports '='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.
  • UpdatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM Campaigns WHERE Id = 50
SELECT * FROM Campaigns WHERE Name = 'campaignName'
SELECT * FROM Campaigns WHERE CreatedAt > '01/01/2022'

GetDeleted

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

GETDELETED FROM Campaings

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this campaign.
Name String Campaign's name.
Cost Integer Cost associated to the campaign.
IsDeleted Boolean True if the object is in the recycle bin in Pardot.
FolderId Int64 ID of the folder containing this object.
ParentCampaignId Int64 The ID of the parent campaign.
CreatedAt Datetime The timestamp of when this object was created.
UpdatedAt Datetime The timestamp of when this object was last updated.
CreatedById Int64 ID of the individual who created this object.
UpdatedById Int64 ID of the individual who last updated this object.
SalesforceId String The alphanumeric Id of the Salesforce Org.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Emails

Query emails to learn how prospects responded to the emails.

Table Specific Information

Select

The Sync App uses 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 Sync App.

  • Id supports '=', '<', '<=', '>', '>='.
  • ProspectId supports '=', '<', '<=', '>', '>='.
  • ListEmailId supports '=', '<', '<=', '>', '>='.
  • SentAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM Emails WHERE Id = 50
SELECT * FROM Emails WHERE ProspectId = 23
SELECT * FROM Emails WHERE SentAt > '01/01/2022'

Columns

Name Type References Description
Id [KEY] Int64 ID of the email.
ProspectId Int64 Pardot prospect id related to this email.
CampaignId Int64 Pardot campaign related to this object.
CreatedById Int64 ID of the individual who created this object.
ClientType String Value is 'Builder' if the email was sent via the Lightning Email Builder. Value is 'Web' if it was sent via the legacy Pardot email builder.
TextMessage String The text content of the email. This field is retrieved only when filtering with email id.
HtmlMessage String The HTML content of the email. This field is retrieved only when filtering with email id.
ListId Int64 ID of the list associated with this email.
listEmailId Int64 ID of the list email associated with this email.
Name String Name of the email for identification in Pardot.
SentAt Datetime Time the email was sent.
Subject String The email subject.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

EmailSuppressionList

A Lists used as suppression lists for the list email.

Retrieve a Single Suppressed Email Address

To retrieve a single suppressed email address, specify its ID:

SELECT * FROM EmailSuppressionList WHERE Id = '55555555'

Retrieve Multiple Suppressed Email Addresses

To retrieve multiple suppressed email addresses, issue a nested SELECT statement to the ListEmail table.

SELECT * FROM EmailSuppressionList WHERE ListEmailId IN (SELECT Id FROM ListEmail)

Columns

Name Type References Description
Id [KEY] Int64 ID of the SuppressionList
ListEmailId [KEY] Int64 The ListEmail id
ListEmailName String ListEmail's name (internal to Pardot).
ListEmailCampaignId Int64 Pardot ListEmail campaign related to this object. Uses null if not specified on create.
Name String List's name (internal to Pardot).
FolderId Int64 ID of the folder containing this object.
IsDynamic Boolean True if the list is dynamic.
IsPublic Boolean True if the list is public.
Title String Title of the list object.
Description String List's description.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

EngagementStudioProgram

Query EngagementStudioProgram to retrieve data related to the programs.

Table Specific Information

Select

The Sync App uses the Salesforce Marketing Cloud Account Engagement API to process filters that refer to Id, CreatedAt, and UpdatedAt.

For example, the following queries are processed server side:

SELECT * FROM EngagementStudioProgram;
SELECT * FROM EngagementStudioProgram WHERE Id = 239309;
SELECT * FROM EngagementStudioProgram WHERE Id IN (239309, 239637, 239643);
SELECT Id, Name, CreatedAt FROM EngagementStudioProgram WHERE CreatedAt > '2024-03-25 06:18:22.0';
SELECT Id, Name, CreatedAt FROM EngagementStudioProgram WHERE CreatedAt >= '2024-03-25 06:18:22.0';
SELECT Id, Name, UpdatedAt FROM EngagementStudioProgram WHERE UpdatedAt < '2024-03-21 09:46:27.0';
SELECT Id, Name, UpdatedAt FROM EngagementStudioProgram WHERE UpdatedAt <= '2024-03-21 09:46:27.0'

Columns

Name Type References Description
Id [KEY] Int64 ID of the object.
BusinessHoursDays String Array containing the business days of the week.
BusinessHoursEndTime Time The start time of the business day.
BusinessHoursStartTime Time The end time of the business day.
BusinessHoursTimezone String The timezone of the business hours.
CreatedAt Datetime Creation time of the object.
CreatedById Int64 ID of the user who created this object.
Description String Description of the object.
FolderId Int64 ID of the folder containing this object. Uses the asset type's uncategorized folder if not specified on create.
IsDeleted Boolean True if the object is in the recycle bin in Account Engagement.
Name String Name of the object for identification in Account Engagement.
ProspectsMultipleEntryMaximumEntries Int64 The maximum amount of times a prospect can reenter the program. Unlimited entries are represented as null.
ProspectsMultipleEntryMinimumDurationInDays Int64 The minimum amount of days before a prospect can reenter the program.
RecipientListIds String Array containing the program's Recipient List IDs.
SalesforceId Int64 SalesforceID of the object.
ScheduleCreatedAt Datetime Creation time of the program schedule.
ScheduleStartOn Datetime Start time of the program schedule. If the program was started with the Now option startOn reflects the time the program started. If the program was started at some date in the future startOn reflects the user's selection.
ScheduleStopOn Datetime Stop time of the program schedule. A null value in this field represents the Never stop option.
ScheduleCreatedById Int64 ID of the user who created the program's schedule.
Status String The status of the program. draft: The program has never been run and can be edited;running: The program is currently running and can't be edited.;paused: The program isn't running and is eligible for edits (not supported at this time).;starting: The program is in the process of starting and can't be edited.;scheduled: The program is scheduled to start.
SuppressionListIds String Array containing the program's Suppression List IDs.
UpdatedAt Datetime Last update time of the object.
UpdatedById Int64 ID of the user who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

FolderContents

View all objects contained within Folders.

Columns

Name Type References Description
Id [KEY] Int64 ID of the folder content storing the folder-to-object relationship.
FolderId Int64 ID of the folder containing the object with ObjectId.
FolderRef String The URL for reading the specific folder with FolderId.
ObjectType String Type of object referenced by ObjectId.
ObjectId Int64 ID of the object contained in the folder.
ObjectName String Name of the object contained in the folder.
ObjectRef String The URL for reading the specific object with ObjectId.
CreatedAt Datetime Creation time of the object.
UpdatedAt Datetime Last update time of the object.
CreatedById Int64 ID of the user who created this object.
UpdatedById Int64 ID of the user who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Folders

Retrieve folders or organize and nest your content and marketing assets in a way that makes sense for your team.

Table Specific Information

Select

The Sync App 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 Sync App.

  • Id supports '=', '<', '<=', '>', '>='.
  • ParentFolderId supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM Folders WHERE Id = 50
SELECT * FROM Folders WHERE ParentFolderId = 2

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID of this file.
Name String Name of the folder.
ParentFolderId Int64 ID of the folder containing this folder. This value is null when the folder is a root folder and doesn't have a parent.
Path String The names of each folder from the root folder separated with forward slashes.
UsePermissions Boolean True if the folder is configured to use permissions.
CreatedAt Datetime The timestamp of when this object was created.
UpdatedAt Datetime The timestamp of when this object was last updated.
CreatedById Int64 ID of the individual who created this object.
UpdatedById Int64 ID of the individual who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

LifecycleHistories

Use lifecycle history resources to learn how a prospect is moving through their sales journey, from visitor to won opportunity.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID of this lifecycle history.
ProspectId Int64

Prospects.Id

Pardot ID for the prospect in this stage.
PreviousStageId Int64 Pardot ID of the stage this prospect previously was in.
NextStageId Int64 Pardot ID of the stage this prospect is in next.
SecondsElapsed Integer Number of seconds for prospect to get to current stage.
CreatedAt Datetime The timestamp of when this object was created.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

LifecycleStages

Retrieving a collection of lifecycle stages

Table Specific Information

Select

The Sync App 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 Sync App.

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

For example, the following queries are processed server side:

SELECT * FROM LifecycleStages WHERE Id = 50
SELECT * FROM LifecycleStages WHERE IsDeleted = 'true'
SELECT * FROM LifecycleStages WHERE CreatedAt > '01/01/2022'

GetDeleted

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

GETDELETED FROM LifecycleStages

Columns

Name Type References Description
Id [KEY] Int64 ID of the lifecycle stage.
Name String Pardot ID of this lifecycle stage.
IsDeleted Boolean True if the lifecycle stage is in the recycle bin in Pardot.
CreatedAt Datetime Creation time of the lifecycle stage.
UpdatedAt Datetime Last updated time for the lifecycle stage.
IsLocked Boolean When true, lifecycle stage is locked.
Position Int Lifcycle stage's position in lifecycle.
MatchType String Match all is returned when a prospect must match all rules in order to be in this stage. Match any is returned when a prospect can match 1 or more rules

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ListEmail

A list email is a single email sent to a recipient list.

Table Specific Information

Select

The Sync App uses 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 Sync App.

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

For example, the following queries are processed server side:

SELECT * FROM ListEmail WHERE Id = 50
SELECT * FROM ListEmail WHERE SentAt > '01/01/2022'
SELECT * FROM ListEmail WHERE CreatedAt > '01/01/2022'

GetDeleted

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

GETDELETED FROM ListEmail

Columns

Name Type References Description
Id [KEY] Int64 ID of the email.
Name String Name of the object for identification in Pardot.
Subject String The email subject.
TextMessage String The text content of the email. This field is retrieved only when filtering with email id.
HtmlMessage String The HTML content of the email. This field is retrieved only when filtering with email id.
CampaignId Int64 Pardot campaign related to this object.
IsPaused Boolean True if the email send is paused.
IsSent Boolean True if the email has been sent.
IsDeleted Boolean True if the object is in the recycle bin in Pardot.
CreatedById Int64 ID of the individual who created this object.
UpdatedById Int64 ID of the individual who last updated this object.
CreatedAt Datetime The timestamp of when this object was created.
UpdatedAt Datetime The timestamp of when this object was last updated.
ClientType String Value is 'Builder' if the email was sent via the Lightning Email Builder. Value is 'Web' if it was sent via the legacy Pardot email builder.
SentAt Datetime Time the email was sent.
OperationalEmail Boolean True if the email is operational.
EmailTemplateId Int64 ID of the email template used for the list email.
TrackerDomainId Int64 ID of the tracker domain used for the list email.
SenderOptionsType String The sending user type(s).
SenderOptionsAddress String The sending email address(s).
SenderOptionsName String The name(s) of the sender.
SenderOptionsUserId String The user ID(s) of the sender.
ReplyToOptionsType String The reply to user type(s).
ReplyToOptionsAddress String The sending email address(s).
ReplyToOptionsUserId String The user ID(s) of the sender.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ListEmailRecipients

RecipientLists used by an email

Retrieve a Single Email Recipient

To retrieve a single email recipient, specify its ID:

SELECT * FROM ListEmailRecipients WHERE Id = '55555555'

Retrieve Multiple Email Recipients

To retrieve multiple email recipient, issue a nested SELECT statement to the ListEmail table.

SELECT * FROM ListEmailRecipients WHERE ListEmailId IN (SELECT Id FROM ListEmail)

Columns

Name Type References Description
Id [KEY] Int64 ID of the RecipientList.
ListEmailId [KEY] Int64 The ListEmail id
ListEmailName String ListEmail's name (internal to Pardot).
ListEmailCampaignId Int64 Pardot ListEmail campaign related to this object. Uses null if not specified on create.
Name String List's name (internal to Pardot).
FolderId Int64 ID of the folder containing this object.
IsDynamic Boolean True if the list is dynamic.
IsPublic Boolean True if the list is public.
Title String Title of the list object.
Description String List's description.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ListEmailStats

Query statistical information for a list email, such as the number of clicks, opens, and opt-outs.

Columns

Name Type References Description
ListEmailId [KEY] Int64 Pardot ID for this list email.
Sent Integer Sent status.
Delivered Integer Delivered status.
TotalClicks Integer Number of total clicks.
UniqueClicks Integer Number of unique clicks.
SoftBounced Integer Soft bounces.
HardBounced Integer Hard bounces.
OptOuts Integer Opt count.
SpamComplains Integer Spam complains.
Opens Integer Opens.
UniqueOpens Integer Unique opens.
DeliveryRate Float Delivery rate.
OpensRate Float Open rate.
ClickThroughRate Float Click through rate.
UniqueClickThroughRate Float Unique click through rate.
ClickOpenRatio Float Click to open ration.
OptOutrate Float Opt rate.
SpamComplaintRate Float Spam complaint rate.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Opportunities

Retrieve a collection of opportunities

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this opportunity.
CampaignId Int64 Pardot ID of the campaign associated with this opportunity. Information about an opportunity's campaign association can be returned using the Campaign relationship.
ClosedAt Datetime The opportunity's closed date. When left blank, the Closed Date field in Pardot isn't set, even when the opportunity's stage, status, or probability are set to indicate that the opportunity is closed.
CreatedAt Datetime Time opportunity is created in Pardot; Time is reported in API user's preferred timezone.
CreatedById Int64 ID of the user who created this object.
Name String The opportunity's name.
Probability Int The opportunity's probability. Must be a positive numeric value from 0 through 100, inclusive.
SalesforceId String The ID of the associated opportunity in Salesforce.
Stage String The opportunity's stage.
Status String The opportunity's status. Status must be either won, lost, or open.
Type String The opportunity's type.
UpdatedAt Datetime Last time opportunity was updated in Pardot; Time is reported in API user's preferred timezone.
UpdatedById Int64 ID of the user who last updated this object.
Value Double The opportunity's value. Must be a positive numeric value.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ReplyToOptions

Query the replyTo options of email templates.

Columns

Name Type References Description
EmailId [KEY] Int64 ID of the email template.
Type String The sending user type. Can be general_user, specific_user, assigned_user, or account_owner.
Address String The sending email address(s).
UserId String The user ID(s) of the sender.
ProspectCustomFieldId String The ID of the prospect custom field that contains the sender value. Only available on read and query.
AccountCustomFieldId String The ID of the account custom field that contains the sender value. Only available on read and query.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

SenderOptions

Query the sender options of email templates.

Columns

Name Type References Description
EmailId [KEY] Int64 ID of the email template.
Address String The sending email address.
Name String The name of the sender.
Type String The sending user type. Can be general_user, specific_user, assigned_user, or account_owner.
UserId String The user ID of the sender.
ProspectCustomFieldId String The ID of the prospect custom field that contains the sender value. Only available on read and query.
AccountCustomFieldId String The ID of the account custom field that contains the sender value. Only available on read and query.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

TaggedObjects

Retrieve tagged objects.

Columns

Name Type References Description
Id [KEY] Int64 The Pardot ID of the tagged object.
TagId Int64

Tags.Id

The Pardot ID of the tag.
ObjectType String The type of object associated with the tag. Object type might be: campaign,custom-field,custom-redirect,dynamic-content,email,email=template,file,form-field,form-handler,form,landing-page,layout-template,prospect,user

The allowed values are campaign, custom-field, custom-redirect, dynamic-content, email, email-template, file, form-field, form-handler, form, landing-page, layout-template, prospect, user.

ObjectId Int64 The Pardot ID of the object.
ObjectName String The name of the tagged object.
CreatedAt Datetime The date and time when the tag was added to the object.
CreatedById Int64 The ID of the user who added the tag to the object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

TrackerDomains

Query the available tracker domains.

Table Specific Information

Select

The Sync App 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 Sync App.

  • Id supports '=', '<', '<=', '>', '>='.
  • IsDeleted supports '='.

For example, the following queries are processed server side:

SELECT * FROM TrackerDomains WHERE Id = 50

GetDeleted

To retrieve deleted records, a GETDELETED statement can be executed.

GETDELETED FROM TrackerDomains 

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this object.
Domain String Hostname to which links using this tracker domain are resolved.
IsPrimary Boolean True if the tracker domain is primary tracker domain for the account. Only one tracker domain can be designated as the primary and must be unique across all Pardot accounts.
IsDeleted Boolean True if the object is in the recycle bin in Pardot.
DefaultCampaignId Int64 The ID of the default campaign for this tracker domain.
HttpsStatus String Identify if this tracker domain is using http or https.
SslStatus String Status of SSL for this vanity tracker domain.
SslStatusDetails String Extra information for the status of SSL for this vanity tracker domain.
SslRequestedById Int64 ID of the User who manually requested enabling SSL for this tracker domain.
ValidationStatus String The status can be default, validated or not validated
ValidatedAt Datetime Time when this tracker domain validation became validated.
VanityUrlStatus String Indicates whether this tracker domain can serve vanity urls.
TrackingCode String The tracking code for this object encoded as JSON string. A default campaign is required before generating tracking codes as well as enabling first party tracking in account settings.
CreatedAt Datetime The timestamp of when this object was created.
UpdatedAt Datetime The timestamp of when this object was last updated.
CreatedById Int64 ID of the individual who created this object.
UpdatedById Int64 ID of the individual who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Users

Query the available users.

Table Specific Information

Select

The Sync App 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 Sync App.

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

For example, the following queries are processed server side:

SELECT * FROM Users WHERE Id = 32
SELECT * FROM Users WHERE CreatedAt < '02/03/2019 23:11:33' AND CreatedAt > '02/03/2018 23:11:33'

Get Deleted

To retrieve deleted users, a GETDELETED statement can be executed.

GETDELETED FROM Users

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this object.
Email String Email address of the user.
FirstName String First name of the user.
Username String Formatted as an email address, though distinct from the email field on the user object.
JobTitle String Job title of the user.
Role String Role of the user.
SalesforceId String Salesforce Id of the object.
IsDeleted Boolean True if the object is in the recycle bin in Pardot.
CreatedAt Datetime The timestamp of when this object was created.
UpdatedAt Datetime The timestamp of when this object was last updated.
CreatedById Int64 ID of the individual who created this object.
UpdatedById Int64 ID of the individual who last updated this object.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

VisitorActivities

Retrieve visitor activities.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this campaign.
CampaignId Int64

Campaigns.Id

Pardot ID for the associated campaign.
CustomRedirectId Int64

CustomRedirects.Id

Pardot ID of the custom redirect associated with this visitor activity Note: Appears only if this visitor activity has a custom redirect associated with it.
EmailId Int64

Emails.Id

Pardot ID of the email associated with this visitor activity. Appears only if this visitor activity has an email associated with it.
EmailTemplateId Int64

EmailTemplates.Id

Pardot ID of the email template associated with this visitor activity Note: This node will only appear if this visitor activity has an email associated with it.
FileId Int64

Files.Id

Pardot ID of the file associated with this visitor activity Note: This node will only appear if this visitor activity has a file associated with it.
FormHandlerId Int64

FormHandlers.Id

Pardot ID of the form handler associated with this visitor activity Note: This node will only appear if this visitor activity has a form handler associated with it.
FormId Int64

Forms.Id

Pardot ID of the form associated with this visitor activity Note: This node will only appear if this visitor activity has a form associated with it.
LandingPageId Int64

LandingPages.Id

Pardot ID of the landing page associated with this visitor activity Note: This node will only appear if this visitor activity has a landing page associated with it.
ListEmailId Int64

ListEmail.Id

Pardot ID of the list email associated with this visitor activity Note: This node will only appear if this visitor activity has an email associated with it.
VisitId Int64

Visits.Id

Pardot ID for the associated visit.
VisitorId Int64

Visitors.Id

Pardot ID for the associated visitor.
VisitorPageViewId Int64

VisitorsPageViews.Id

Pardot ID of the visitor page view associated with this visitor activity Note: This node will only appear if this visitor activity has a visitor page view associated with it.
OpportunityId Int64

Opportunities.Id

Pardot ID for the associated opportunity.
ProspectId Int64

Prospects.Id

Pardot ID for the associated prospect.
Details String Details about this visitor activity such as the name of the object associated with this activity, the search phrase used in a site search query, etc.
MultivariateTestVariationId Int64 Pardot ID of the multivariate test variation associated with this visitor activity Note: This node will only appear if this visitor activity has a multivariate test variation associated with it.
PaidSearchAdId Int64 Pardot ID of the paid search ad associated with this visitor activity. Appears only if this visitor activity has a paid search ad associated with it.
SiteSearchQueryId Int64 Pardot ID of the site search query associated with this visitor activity Note: This node will only appear if this visitor activity has a site search query associated with it.
Type Integer Visitor activity's type number.
TypeName String Visitor activity's type name.
CreatedAt Datetime The timestamp of when this object was created.
UpdatedAt Datetime The timestamp of when this object was last updated.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Visitors

Retrieve visitors.

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this visitor.
DoNotSell Boolean Number of page views by this visitor.
CampaignId String Number of page views by this visitor.
IsIdentified String Number of page views by this visitor.
PageViewCount Integer Number of page views by this visitor.
IpAddress String Visitor's IP address.
Hostname String Visitor's hostname.
CampaignParameter String Visitor's campaign parameter utm_campaign from Google Analytics.
MediumParameter String Visitor's medium parameter utm_medium from Google Analytics.
SourceParameter String Visitor's source parameter utm_source from Google Analytics.
ContentParameter String Visitor's content parameter utm_content from Google Analytics.
TermParameter String Visitor's term parameter utm_term from Google Analytics.
CreatedAt Datetime The timestamp of when this object was created.
UpdatedAt Datetime The timestamp of when this object was last updated.
ProspectId Int64

Prospects.Id

Pardot ID for the associated prospect.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

VisitorsPageViews

Retrieve visitors page views.

Table Specific Information

Select

The Sync App 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 Sync App.

  • Id supports '=', '<', '<=', '>', '>='.
  • VisitId supports '=', '<', '<=', '>', '>='.
  • VisitorId supports '=', '<', '<=', '>', '>='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM VisitorPageViews WHERE VisitId = 22
SELECT * FROM VisitorPageViews WHERE Id >= 22 AND VisitorId = 1234

GetDeleted

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

GETDELETED FROM VisitorPageViews

Columns

Name Type References Description
Id [KEY] Int64 Pardot ID for this visitor page view.
Url String The Url of the page.
Title String The Title column of the VisitorsPageViews object.
VisitId Int64 Pardot ID for this visit.
VisitorId Int64 Pardot ID for the associated visitor.
CampaignId Int64 Pardot campaign related to this object.
SalesforceId String Salesforce Id of the object.
DurationInSeconds Integer Length of this page view.
CreatedAt Datetime The timestamp of when this object was created.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Visits

Retrieve visits.

Table Specific Information

Select

The Sync App 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 Sync App.

  • Id supports '=', '<', '<=', '>', '>='.
  • VisitorId supports '=', '<', '<=', '>', '>='.
  • ProspectId supports '=', '<', '<=', '>', '>='.
  • CreatedAt supports '=', '<', '<=', '>', '>='.
  • UpdatedAt supports '=', '<', '<=', '>', '>='.

For example, the following queries are processed server side:

SELECT * FROM Visits WHERE Id = 22
SELECT * FROM Visits WHERE VisitorId > 234

GetDeleted

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

GETDELETED FROM Visits

Columns

Name Type References Description
Id [KEY] Int64 ID of the object.
VisitorId Int64

Visitors.Id

Pardot ID for the associated visitor.
ProspectId Int64

Prospects.Id

Pardot ID for the associated prospect.
VisitorPageViewCount Integer Number of page views for this visit.
FirstVisitorPageViewAt Datetime Time of first page view for this visit.
LastVisitorPageViewAt Datetime Time of last page view for this visit.
DurationInSeconds Integer Length of this visit.
CampaignParameter String Visit's campaign parameter utm_campaign from Google Analytics.
MediumParameter String Visit's medium parameter utm_medium from Google Analytics.
SourceParameter String Visit's source parameter utm_source from Google Analytics.
ContentParameter String Visit's content parameter utm_content from Google Analytics.
TermParameter String Visit's term parameter utm_term from Google Analytics.
CreatedAt Datetime The timestamp of when this object was created.
UpdatedAt Datetime The timestamp of when this object was last updated.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Sync App beyond simple SELECT/INSERT/UPDATE/DELETE operations with Salesforce Marketing Cloud Account Engagement.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Salesforce Marketing Cloud Account Engagement, along with an indication of whether the procedure succeeded or failed.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync Stored Procedures

Name Description
CreateStudioProgram Create an Engagement Studio Program using an Engagement Studio Program structure.
SendEmail Send an email to a list of prospects or a single prospect.
UpdateBulkActionStatus Update the status of a bulk action.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

CreateStudioProgram

Create an Engagement Studio Program using an Engagement Studio Program structure.

Table Specific Information

To create an engagement studio program, start by executing a query, for example:

EXECUTE CreateStudioProgram Name='EngagementStudioProgram_Custom', FolderId='33599', FilePath='C:\Users\User\Documents\structure.txt';

Input

Name Type Required Description
Name String True The name of the Engagement Studio Program.
FolderId String False The ID of the Folder to store Engagement Studio Program.
FilePath String False The path of the Engagement Studio Program Structure.
Base64Data String False A string of data that will be used as the full contents of the file. Can be obtained from the output of the DownloadStudioProgram stored procedure. Required if FullPath is not specified.

Result Set Columns

Name Type Description
Success String This value shows whether the operation was successful or not.
Id Int64 ID of the object.
FailureMessage String The failure message of unsuccessful operation.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

DownloadStudioProgram

Download an encrypted and base64 encoded Engagement Studio Program Structure.

Table Specific Information

To download a studio program, start by executing a query, for example:

EXECUTE DownloadStudioProgram Id='239309';

Input

Name Type Required Description
Id String True The ID of the Engagement Studio Program.
FilePath String False The path of the file where you want the results to be written to.

Result Set Columns

Name Type Description
Success String Shows if the download finished successfully.
FileData String File data that will be outputted if the FileLocation and FileStream inputs are not set.
FailureMessage String The failure message of unsuccessful operation.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

GetOAuthAccessToken

If using a Windows application, set Authmode to App. If using a Web app, set Authmode to Web and specify the Verifier obtained by GetOAuthAuthorizationUrl.

Input

Name Type Required Description
Authmode String False The type of authentication mode to use. Select App for getting authentication tokens via a desktop app. Select Web for getting authentication tokens via a Web app.

The allowed values are APP, WEB.

The default value is APP.

Verifier String False The verifier token returned by Salesforce after using the URL obtained with GetOAuthAuthorizationUrl.
Scope String False A space-separated scope of permissions you need the app to have access to. The available values are api, chatter_api, full, id, refresh_token, visualforce, and web. For details, refer to: http://help.salesforce.com/help/doc/en/remoteaccess_oauth_scopes.htm.
CallbackUrl String False The page to return the Salesforce app after authentication has been completed.
Api_Version String False The API version you would like to authenticate to.

The default value is 49.0.

State String False Any value that you wish to be sent with the callback.
GrantType String False Authorization grant type. Only available for OAuth 2.0. If left unspecified, the default value is the value of the OAuthGrantType connection property.

The allowed values are CODE, PASSWORD.

Result Set Columns

Name Type Description
Scope String The scope of permissions for the app.
Instance_Url String The instance URL being used by the app.
Id String The Id associated with the OAuth token.
Issued_At String When the token was issued at.
Signature String A signature for the OAuth token.
OAuthRefreshToken String A token that may be used to obtain a new access token.
OAuthAccessToken String The OAuth access token.
ExpiresIn String The remaining lifetime on the access token. A -1 denotes that it will not expire.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

GetOAuthAuthorizationUrl

Gets the authorization URL that must be opened separately by the user to grant access to your application. Only needed when developing Web apps.

Input

Name Type Required Description
CallbackUrl String False The page to return the user after authorization is complete.
Scope String False A space-separated scope of permissions you need the app to have access to. The available values are api, chatter_api, full, id, refresh_token, visualforce, web. For more details, refer to: http://help.salesforce.com/help/doc/en/remoteaccess_oauth_scopes.htm.
Grant_Type String False The type of authorization to be granted for your app. If this is set to code, the stored procedure will return an authorization URL containing the verifier code in a query string parameter, which you will need to submit back with the GetOAuthAccessToken stored procedure. Implicit will cause the OAuth access token to be returned directly in the URL.

The allowed values are Implicit, Code.

State String False Any value that you wish to be sent with the callback.

Result Set Columns

Name Type Description
Url String The authorization url.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

RefreshOAuthAccessToken

Refreshes the OAuth token or session id after the session has expired. Your OAuth application must have the refresh_token scope enabled.

Input

Name Type Required Description
OAuthRefreshToken String True The refresh token returned when the OAuth Token was first created.

Result Set Columns

Name Type Description
Instance_Url String Instance of Salesforce the OAuth token is valid for.
OAuthAccessToken String The OAuth token.
Id String Id associated with the OAuth Token.
Issued_At String When the OAuth Token was issued.
Signature String Signature of the OAuth Token.
ExpiresIn String The remaining lifetime on the access token. A -1 denotes that it will not expire.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

SendEmail

Send an email to a list of prospects or a single prospect.

Input

Name Type Required Description
CampaignId Int64 True The ID of the campaign.
ProspectId Int64 False The ID of the prospect you're sending the email to.
Name String True The name of the object for identification in Account Engagement.
RecipientListIds String False An array of IDs of the recipient lists. The email is sent to all users on the specified lists.
SuppressionListIds String False An array of IDs of the suppression lists. The email isn’t sent to any user on the suppression lists.
EmailTemplateId Int64 False The ID of the email template used for the email.
Subject String False The subject of the email.
TextMessage String False The text content of the email's message.
HtmlMessage String False The HTML content of the email's message.
FolderId Int64 False The ID of the folder containing this object.
TrackerDomainId Int64 False The ID of the tracker domain used for the email.
ScheduledTime Datetime False The ISO 8601 date and time to send the email.
IsOperational Boolean False When true, the email is sent to the prospect regardless of opt-out status. Your account must have Operational Email Sending enabled to use this setting.
SenderOptions String False An array of the sender options.
ReplyToOptions String False An array of the reply to address options.

Result Set Columns

Name Type Description
Success Boolean This value shows a boolean indication of whether the operation was successful or not.
Id Int64 The ID of the email or list email that was sent.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

UpdateBulkActionStatus

Update the status of a bulk action.

Input

Name Type Required Description
Id Int64 True The ID of the bulk action job.
Status String True The new status. Ex: Paused, Ready, Cancelled.

Result Set Columns

Name Type Description
Success Boolean Shows whether the batch was added successfully.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeThe type of authentication to use when connecting to Salesforce Marketing Cloud Account Engagement.
SchemaSpecify the Salesforce Marketing Cloud Account Engagement API version to use. SalesforcePardotV5 is the rebuilt API.
BusinessUnitIDYour Salesforce Marketing Cloud Account Engagement Business Unit ID (BU). Required when connecting via OAuth 2.0.
IsDemoAccountWhether the provided account is a demo account or not.
UseSalesforceSandboxA boolean determining if the connection should be made to a Salesforce sandbox account.
UserThe user that is SSO-enabled.
PasswordThe password of the user that is SSO-enabled.
SecurityTokenThe security token used to authenticate access to the Salesforce Marketing Cloud Account Engagement account.

OAuth


PropertyDescription
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

JWT OAuth


PropertyDescription
OAuthJWTCertSupplies the name of the client certificate's JWT Certificate store.
OAuthJWTCertTypeIdentifies the type of key store containing the JWT Certificate.
OAuthJWTCertPasswordProvides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubjectIdentifies the subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.

SSL


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging


PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Miscellaneous


PropertyDescription
ArchivedSpecify whether to get archived or unarchived records.
IncludeCustomFieldsSpecifies whether to include custom fields in the metadata for tables that support them.
IncludeMessageValid only for SalesforcePardotV3 and SalesforcePardotV4. Set this property when querying Emails table. If false, the response does not include the html or text body of the email message. Default value is true.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
MaxThreadsSpecifies the number of concurrent requests.
OtherSpecifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PagesizeSpecifies the maximum number of records per page the provider returns when requesting data from Salesforce Marketing Cloud Account Engagement.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
ResponseModeThe Pardot API supports several output formats, each of which returns different levels of detail in the response. Supported output formats include: full - Returns all supported data for the Pardot object and all objects associated with it. simple - Returns all supported data for for the Pardot object. bulk -- Returns basic data for an object. Does not provide object associations and total object count. The default value is simple. Not applicable for SalesforcePardotV5 schema.
ServerTimeZoneSpecifies the timezone used to interpret datetime values returned by the Salesforce Marketing Cloud Account Engagement server. Set this to match the user's configured timezone in Account Engagement.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
ValueDelimiterThe delimiter used for multi-select fields values.
Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AuthSchemeThe type of authentication to use when connecting to Salesforce Marketing Cloud Account Engagement.
SchemaSpecify the Salesforce Marketing Cloud Account Engagement API version to use. SalesforcePardotV5 is the rebuilt API.
BusinessUnitIDYour Salesforce Marketing Cloud Account Engagement Business Unit ID (BU). Required when connecting via OAuth 2.0.
IsDemoAccountWhether the provided account is a demo account or not.
UseSalesforceSandboxA boolean determining if the connection should be made to a Salesforce sandbox account.
UserThe user that is SSO-enabled.
PasswordThe password of the user that is SSO-enabled.
SecurityTokenThe security token used to authenticate access to the Salesforce Marketing Cloud Account Engagement account.
Salesforce Marketing Cloud Account Engagement Connector for CData Sync

AuthScheme

The type of authentication to use when connecting to Salesforce Marketing Cloud Account Engagement.

Remarks

  • OAuth: Set this to perform OAuth with the code grant type.
  • OAuthPassword: Set this to perform OAuth with the password grant type.
  • OAuthJWT: Set this to perform OAuth authentication with a JWT certificate. Requires the following additional connection properties. [OAuthJWTCert,/OAuthJWTCertType/OAuthJWTCertPassword/OAuthJWTCertSubject/OAuthJWTIssuer/OAuthJWTSubject]

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Schema

Specify the Salesforce Marketing Cloud Account Engagement API version to use. SalesforcePardotV5 is the rebuilt API.

Remarks

Specify the Salesforce Marketing Cloud Account Engagement API version to use. SalesforcePardotV5 is the rebuilt API.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

BusinessUnitID

Your Salesforce Marketing Cloud Account Engagement Business Unit ID (BU). Required when connecting via OAuth 2.0.

Remarks

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

IsDemoAccount

Whether the provided account is a demo account or not.

Remarks

If set to true, all the requests will be made to the Pardot demo endpoints.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

UseSalesforceSandbox

A boolean determining if the connection should be made to a Salesforce sandbox account.

Remarks

To connect to a Salesforce sandbox account, set UseSalesforceSandbox = true and append the sandbox name to the end of the user name. For example, if your user name is "user", and sandbox name in Salesforce is "sandbox", the specified User should appear as "user.sandbox".

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

User

The user that is SSO-enabled.

Remarks

An SSO-enabled user is one who can log in to the Pardot user interface (https://pi.pardot.com) using "Log In with Salesforce" or who can access Pardot using the Pardot Lightning App. Together with Password, this field is used for OAuth flow with PASSWORD grant type.

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Password

The password of the user that is SSO-enabled.

Remarks

An SSO-enabled user is one who can log in to the Pardot user interface (https://pi.pardot.com) using "Log In with Salesforce" or who can access Pardot using the Pardot Lightning App. Together with User, this field is used for OAuth flow with PASSWORD grant type.

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SecurityToken

The security token used to authenticate access to the Salesforce Marketing Cloud Account Engagement account.

Remarks

Together with User and Password, this field can be used to authenticate against the Salesforce server. This is only required if your organization is setup to require it. A security token can be obtained by going to your profile information and resetting your security token. If your password is reset, you will also need to reset the security token.

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OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
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OAuthClientId

Specifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.

Remarks

This property is required in two cases:

  • When using a custom OAuth application, such as in web-based authentication flows, service-based authentication, or certificate-based flows that require application registration.
  • If the driver does not provide embedded OAuth credentials.

(When the driver provides embedded OAuth credentials, this value may already be provided by the Sync App and thus not require manual entry.)

OAuthClientId is generally used alongside other OAuth-related properties such as OAuthClientSecret and OAuthSettingsLocation when configuring an authenticated connection.

OAuthClientId is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can usually find this value in your identity provider’s application registration settings. Look for a field labeled Client ID, Application ID, or Consumer Key.

While the client ID is not considered a confidential value like a client secret, it is still part of your application's identity and should be handled carefully. Avoid exposing it in public repositories or shared configuration files.

For more information on how this property is used when configuring a connection, see Establishing a Connection.

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OAuthClientSecret

Specifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).

Remarks

This property (sometimes called the application secret or consumer secret) is required when using a custom OAuth application in any flow that requires secure client authentication, such as web-based OAuth, service-based connections, or certificate-based authorization flows. It is not required when using an embedded OAuth application.

The client secret is used during the token exchange step of the OAuth flow, when the driver requests an access token from the authorization server. If this value is missing or incorrect, authentication fails with either an invalid_client or an unauthorized_client error.

OAuthClientSecret is one of the key connection parameters that need to be set before users can authenticate via OAuth. You can obtain this value from your identity provider when registering the OAuth application.

Notes:

  • This value should be stored securely and never exposed in public repositories, scripts, or unsecured environments.
  • Client secrets may also expire after a set period. Be sure to monitor expiration dates and rotate secrets as needed to maintain uninterrupted access.

For more information on how this property is used when configuring a connection, see Establishing a Connection

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JWT OAuth

This section provides a complete list of the JWT OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthJWTCertSupplies the name of the client certificate's JWT Certificate store.
OAuthJWTCertTypeIdentifies the type of key store containing the JWT Certificate.
OAuthJWTCertPasswordProvides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubjectIdentifies the subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.
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OAuthJWTCert

Supplies the name of the client certificate's JWT Certificate store.

Remarks

The OAuthJWTCertType field specifies the type of the certificate store specified in OAuthJWTCert. If the store is password-protected, use OAuthJWTCertPassword to supply the password..

OAuthJWTCert is used in conjunction with the OAuthJWTCertSubject field in order to specify client certificates. If OAuthJWTCert has a value, and OAuthJWTCertSubject is set, the CData Sync App initiates a search for a certificate. For further information, see OAuthJWTCertSubject.

Designations of certificate stores are platform-dependent.

Notes

  • The most common User and Machine certificate stores in Windows include:
    • MY: A certificate store holding personal certificates with their associated private keys.
    • CA: Certifying authority certificates.
    • ROOT: Root certificates.
    • SPC: Software publisher certificates.
  • In Java, the certificate store normally is a file containing certificates and optional private keys.
  • When the certificate store type is PFXFile, this property must be set to the name of the file.
  • When the type is PFXBlob, the property must be set to the binary contents of a PFX file (i.e. PKCS12 certificate store).

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OAuthJWTCertType

Identifies the type of key store containing the JWT Certificate.

Remarks

ValueDescriptionNotes
USERA certificate store owned by the current user. Only available in Windows.
MACHINEA machine store.Not available in Java or other non-Windows environments.
PFXFILEA PFX (PKCS12) file containing certificates.
PFXBLOBA string (base-64-encoded) representing a certificate store in PFX (PKCS12) format.
JKSFILEA Java key store (JKS) file containing certificates.Only available in Java.
JKSBLOBA string (base-64-encoded) representing a certificate store in Java key store (JKS) format. Only available in Java.
PEMKEY_FILEA PEM-encoded file that contains a private key and an optional certificate.
PEMKEY_BLOBA string (base64-encoded) that contains a private key and an optional certificate.
PUBLIC_KEY_FILEA file that contains a PEM- or DER-encoded public key certificate.
PUBLIC_KEY_BLOBA string (base-64-encoded) that contains a PEM- or DER-encoded public key certificate.
SSHPUBLIC_KEY_FILEA file that contains an SSH-style public key.
SSHPUBLIC_KEY_BLOBA string (base-64-encoded) that contains an SSH-style public key.
P7BFILEA PKCS7 file containing certificates.
PPKFILEA file that contains a PPK (PuTTY Private Key).
XMLFILEA file that contains a certificate in XML format.
XMLBLOBAstring that contains a certificate in XML format.
BCFKSFILEA file that contains an Bouncy Castle keystore.
BCFKSBLOBA string (base-64-encoded) that contains a Bouncy Castle keystore.

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OAuthJWTCertPassword

Provides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank.

Remarks

This property specifies the password needed to open a password-protected certificate store. To determine if a password is necessary, refer to the documentation or configuration for your specific certificate store.

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OAuthJWTCertSubject

Identifies the subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.

Remarks

The value of this property is used to locate a matching certificate in the store. The search process works as follows:

  • If an exact match for the subject is found, the corresponding certificate is selected.
  • If no exact match is found, the store is searched for certificates whose subjects contain the property value.
  • If no match is found, no certificate is selected.

You can set the value to '*' to automatically select the first certificate in the store. The certificate subject is a comma-separated list of distinguished name fields and values. For example: CN=www.server.com, OU=test, C=US, [email protected].

Common fields include:

FieldMeaning
CNCommon Name. This is commonly a host name like www.server.com.
OOrganization
OUOrganizational Unit
LLocality
SState
CCountry
EEmail Address

If a field value contains a comma, enclose it in quotes. For example: "O=ACME, Inc.".

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OAuthJWTIssuer

The issuer of the Java Web Token.

Remarks

The issuer of the Java Web Token. This is typically either the Client Id or Email Address of the OAuth Application.

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OAuthJWTSubject

The user subject for which the application is requesting delegated access.

Remarks

The user subject for which the application is requesting delegated access. Typically, the user account name or email address.

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SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.
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SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE-----
MIIChTCCAe4CAQAwDQYJKoZIhv......Qw==
-----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY-----
MIGfMA0GCSq......AQAB
-----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space- or colon-separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space- or colon-separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.

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Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.
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FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

The following table provides port number information for each of the supported protocols.

Protocol Default Port Description
TUNNEL 80 The port where the Sync App opens a connection to Salesforce Marketing Cloud Account Engagement. Traffic flows back and forth via the proxy at this location.
SOCKS4 1080 The port where the Sync App opens a connection to Salesforce Marketing Cloud Account Engagement. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5 1080 The port where the Sync App sends data to Salesforce Marketing Cloud Account Engagement. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

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FirewallServer

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

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Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.
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ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. If you want to configure the Sync App to connect to a specific proxy server, set ProxyAutoDetect to False.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

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ProxyServer

Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.

Remarks

The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

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ProxyPort

Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.

Remarks

The Sync App only routes HTTP traffic through the ProxyServer port specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

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ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

Supported authentication types :

  • BASIC: The Sync App performs HTTP basic authentication.
  • DIGEST: The Sync App performs HTTP digest authentication.
  • NTLM: The Sync App retrieves an NTLM token.
  • NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
  • NONE: Signifies that the ProxyServer does not require authentication.

For all values other than NONE, you must also set the ProxyUser and ProxyPassword connection properties.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

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ProxyUser

Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyUser
BASIC The username of a user registered with the proxy server.
DIGEST The username of a user registered with the proxy server.
NEGOTIATE The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NTLM The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format user@domain or domain\user.
NONE Do not set the ProxyPassword connection property.

Note: The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the username specified in your system proxy settings.

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ProxyPassword

Specifies the password of the user specified in the ProxyUser connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:

ProxyAuthScheme Value Value to set for ProxyPassword
BASIC The password associated with the proxy server user specified in ProxyUser.
DIGEST The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE The password associated with the Windows user account specified in ProxyUser.
NTLM The password associated with the Windows user account specified in ProxyUser.
NONE Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

Note: The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the password specified in your system proxy settings.

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ProxySSLType

Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :

AUTODefault setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option.
ALWAYSThe connection is always SSL enabled.
NEVERThe connection is not SSL enabled.
TUNNELThe connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

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ProxyExceptions

Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note: The Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.

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Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.


PropertyDescription
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
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LogModules

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Remarks

The Sync App writes details about each operation it performs into the logfile specified by the Logfile connection property.

Each of these logged operations are assigned to a themed category called a module, and each module has a corresponding short code used to labels individual Sync App operations as belonging to that module.

When this connection property is set to a semicolon-separated list of module codes, only operations belonging to the specified modules are written to the logfile. Note that this only affects which operations are logged moving forward and doesn't retroactively alter the existing contents of the logfile. For example: INFO;EXEC;SSL;META;

By default, logged operations from all modules are included.

You can explicitly exclude a module by prefixing it with a "-". For example: -HTTP

To apply filters to submodules, identify them with the syntax <module name>.<submodule name>. For example, the following value causes the Sync App to only log actions belonging to the HTTP module, and further refines it to exclude actions belonging to the Res submodule of the HTTP module: HTTP;-HTTP.Res

Note that the logfile filtering triggered by the Verbosity connection property takes precedence over the filtering imposed by this connection property. This means that operations of a higher verbosity level than the level specified in the Verbosity connection property are not printed in the logfile, even if they belong to one of the modules specified in this connection property.

The available modules and submodules are:

Module Name Module Description Submodules
INFO General Information. Includes the connection string, product version (build number), and initial connection messages.
  • Connec – Information related to creating or destroying connections.
  • Messag – Generic label for messages pertaining to connections, the connection string, and product version. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
EXEC Query Execution. Includes execution messages for user-written SQL queries, parsed SQL queries, and normalized SQL queries. Success/failure messages for queries and query pages appear here as well.
  • Messag – Messages pertaining to query execution. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • Normlz – Query normalization steps. Query normalization is when the product takes the user-submitted query and rewrites the query to get the same results with optimal performance.
  • Origin – This label applies to any messages recording a user's original query (the exact, unaltered, non-normalized query executed by the user).
  • Page – Messages related to query paging.
  • Parsed – Query parsing steps. Parsing is the process of converting the user-submitted query into a standardized format for easier processing.
HTTP HTTP protocol messages. Includes HTTP requests/responses (including POST messages), as well as Kerberos related messages.
  • KERB – HTTP requests related to Kerberos.
  • Messag – Messages pertaining to HTTP protocols. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • Unpack – This label applies to messages about zipped data being returned from the service API and unpacked by the product.
  • Res – Messages containing HTTP responses.
  • Req – Messages containing HTTP requests.
WSDL Messages pertaining to the generation of WSDL/XSD files. —
SSL SSL certificate messages.
  • Certif – Messages pertaining to SSL certificates.
AUTH Authentication related failure/success messages.
  • Messag – Messages pertaining to authentication. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • OAuth – Messages related to OAuth authentication.
  • Krbros – Kerberos-related authentication messages.
SQL Includes SQL transactions, SQL bulk transfer messages, and SQL result set messages.
  • Bulk – Messages pertaining to bulk query execution.
  • Cache – Messages related to reading row data from and writing row data to the product's cache for better performance.
  • Messag – Messages pertaining to SQL transactions. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
  • ResSet – Query resultsets.
  • Transc – Messages related to handling transactions, including information about the number of jobs executed and backup table handling.
META Metadata cache and schema messages.
  • Cache – Messages related to reading from and modifying column and table definitions in the product's cache for better performance.
  • Schema – Messages related to retrieving metadata from or modifying the service schema.
  • MemSto – Messages related to writing to or reading from in-memory metadata cache.
  • Storag – Messages relating to storing metadata on disk or in an external data store, rather than in memory.
FUNC Information related to executing SQL functions.
  • Errmsg – Error messages related to executing SQL functions.
TCP Incoming and outgoing raw bytes on TCP transport layer messages.
  • Send – Raw data sent via the TCP protocol.
  • Receiv – Raw data received via the TCP protocol.
FTP Messages pertaining to the File Transfer Protocol.
  • Info – Status messages related to communication in the FTP protocol.
  • Client – Messages related to actions taken by the FTP client (the product) during FTP communication.
  • Server – Messages related to actions taken by the FTP server during FTP communication.
SFTP Messages pertaining to the Secure File Transfer Protocol.
  • Info – Status messages related to communication in the SFTP protocol.
  • To_Server – Messages related to actions taken by the SFTP client (the product) during SFTP communication.
  • From_Server – Messages related to actions taken by the SFTP server during SFTP communication.
POP Messages pertaining to data transferred via the Post Office Protocol.
  • Client – Messages related to actions taken by the POP client (the product) during POP communication.
  • Server – Messages related to actions taken by the POP server during POP communication.
  • Status – Status messages related to communication in the POP protocol.
SMTP Messages pertaining to data transferred via the Simple Mail Transfer Protocol.
  • Client – Messages related to actions taken by the SMTP client (the product) during SMTP communication.
  • Server – Messages related to actions taken by the SMTP server during SMTP communication.
  • Status – Status messages related to communication in the SMTP protocol.
CORE Messages relating to various internal product operations not covered by other modules. —
DEMN Messages related to SQL remoting. —
CLJB Messages about bulk data uploads (cloud job).
  • Commit – Submissions for bulk data uploads.
SRCE Miscellaneous messages produced by the product that don't belong in any other module. —
TRANCE Advanced messages concerning low-level product operations. —

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Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .
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Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\\CData\\SalesforcePardot Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

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BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

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Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.


PropertyDescription
ArchivedSpecify whether to get archived or unarchived records.
IncludeCustomFieldsSpecifies whether to include custom fields in the metadata for tables that support them.
IncludeMessageValid only for SalesforcePardotV3 and SalesforcePardotV4. Set this property when querying Emails table. If false, the response does not include the html or text body of the email message. Default value is true.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
MaxThreadsSpecifies the number of concurrent requests.
OtherSpecifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
PagesizeSpecifies the maximum number of records per page the provider returns when requesting data from Salesforce Marketing Cloud Account Engagement.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
ResponseModeThe Pardot API supports several output formats, each of which returns different levels of detail in the response. Supported output formats include: full - Returns all supported data for the Pardot object and all objects associated with it. simple - Returns all supported data for for the Pardot object. bulk -- Returns basic data for an object. Does not provide object associations and total object count. The default value is simple. Not applicable for SalesforcePardotV5 schema.
ServerTimeZoneSpecifies the timezone used to interpret datetime values returned by the Salesforce Marketing Cloud Account Engagement server. Set this to match the user's configured timezone in Account Engagement.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
ValueDelimiterThe delimiter used for multi-select fields values.
Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Archived

Specify whether to get archived or unarchived records.

Remarks

This property is only valid for tables OneToOneEmails and EmailTemplates of SalesforcePardot.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

IncludeCustomFields

Specifies whether to include custom fields in the metadata for tables that support them.

Remarks

When set to true (default), custom fields are included in the metadata for tables that support them. Currently, in the SalesforcePardotV5 schema, only primitive custom fields are supported. Custom fields of the following types are not returned: Multi-select, Checkbox, and fields with Records and display multiple responses checked.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

IncludeMessage

Valid only for SalesforcePardotV3 and SalesforcePardotV4. Set this property when querying Emails table. If false, the response does not include the html or text body of the email message. Default value is true.

Remarks

Set this property when querying Emails table. If false, the response does not include the html or text body of the email message. Default value is true.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

MaxRows

Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.

Remarks

The default value for this property, -1, means that no row limit is enforced unless the query explicitly includes a LIMIT clause. (When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting.)

Setting MaxRows to a whole number greater than 0 ensures that queries do not return excessively large result sets by default.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

MaxThreads

Specifies the number of concurrent requests.

Remarks

This property allows you to issue multiple requests simultaneously, thereby improving performance. However, the number of concurrent requests should be reduced to avoid the following error "You have exceeded your concurrent request limit".

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Other

Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.

Remarks

This property allows advanced users to configure hidden properties for specialized situations, with the advice of our Support team. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. To define multiple properties, use a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the Support team to address specific scenarios or issues.

Integration and Formatting

PropertyDescription
DefaultColumnSizeSets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT=TrueConverts date-time values to GMT, instead of the local time of the machine. The default value is False (use local time).
RecordToFile=filenameRecords the underlying socket data transfer to the specified file.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Pagesize

Specifies the maximum number of records per page the provider returns when requesting data from Salesforce Marketing Cloud Account Engagement.

Remarks

When processing a query, instead of requesting all of the queried data at once from Salesforce Marketing Cloud Account Engagement, the Sync App can request the queried data in pieces called pages.

This connection property determines the maximum number of results that the Sync App requests per page.

Note: Setting large page sizes may improve overall query execution time, but doing so causes the Sync App to use more memory when executing queries and risks triggering a timeout.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

Remarks

This property allows you to define which pseudocolumns the Sync App exposes as table columns.

To specify individual pseudocolumns, use the following format:

Table1=Column1;Table1=Column2;Table2=Column3

To include all pseudocolumns for all tables use:

*=*

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ResponseMode

The Pardot API supports several output formats, each of which returns different levels of detail in the response. Supported output formats include: full - Returns all supported data for the Pardot object and all objects associated with it. simple - Returns all supported data for for the Pardot object. bulk -- Returns basic data for an object. Does not provide object associations and total object count. The default value is simple. Not applicable for SalesforcePardotV5 schema.

Remarks

The Pardot API supports several output formats, each of which returns different levels of detail in the response. The default value is simple. Not applicable for SalesforcePardotV5 schema.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ServerTimeZone

Specifies the timezone used to interpret datetime values returned by the Salesforce Marketing Cloud Account Engagement server. Set this to match the user's configured timezone in Account Engagement.

Remarks

This property applies to the V3 and V4 schemas of Salesforce Marketing Cloud Account Engagement. The Account Engagement server returns datetime fields based on the timezone configured for the authenticated user.

To find this value:

  1. Log in to Account Engagement.
  2. Go to User Management > Users.
  3. Select the authenticated user.
  4. Locate the Timezone field.

Use the corresponding IANA timezone name (for example, America/Los_Angeles) as the value of this property.

If set to AUTO, the Sync App attempts to detect the correct timezone automatically. If autodetection fails or the wrong timezone is used, datetime values may be offset or misinterpreted.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Remarks

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.

Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.

Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

UserDefinedViews

Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

Remarks

UserDefinedViews allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view.

For example:

{
	"MyView": {
		"query": "SELECT * FROM Prospects WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can use this property to define multiple views in a single file and specify the filepath. For example:

UserDefinedViews=C:\Path\To\UserDefinedViews.json
When you specify a view in UserDefinedViews, the Sync App only sees that view.

For further information, see User Defined Views.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

ValueDelimiter

The delimiter used for multi-select fields values.

Remarks

The delimiter used for multi-select fields values.

Salesforce Marketing Cloud Account Engagement Connector for CData Sync

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