Excel Add-In for Salesforce Marketing Cloud Account Engagement

Build 25.0.9434

Connection Properties

The connection 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 settings 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.

BulkAPI


PropertyDescription
BulkModeDetermines if Bulk APIs will be used and if the driver should wait for the results.

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.).
CallbackURLIdentifies the URL users return to after authenticating to Salesforce Marketing Cloud Account Engagement via OAuth (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
LogfileSpecifes the file path to the log file where the provider records its activities, such as authentication, query execution, and connection details.
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
MaxLogFileSizeSpecifies the maximum size of a single log file in bytes. For example, '10 MB'. When the file reaches the limit, the provider creates a new log file with the date and time appended to the name.
MaxLogFileCountSpecifies the maximum number of log files the provider retains. When the limit is reached, the oldest log file is deleted to make space for a new one.

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 .

Caching


PropertyDescription
AutoCacheSpecifies whether the content of tables targeted by SELECT queries is automatically cached to the specified cache database.
CacheProviderThe namespace of an ADO.NET provider. The specified provider is used as the target database for all caching operations.
CacheConnectionSpecifies the connection string for the specified cache database.
CacheLocationSpecifies the path to the cache when caching to a file.
CacheToleranceNotes the tolerance, in seconds, for stale data in the specified cache database. Requires AutoCache to be set to True.
OfflineGets the data from the specified cache database instead of live Salesforce Marketing Cloud Account Engagement data.
CacheMetadataDetermines whether the provider caches table metadata to a file-based cache database.

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 additional hidden properties for specific use cases., to be used only when our Support team advises it, to address specific issues. See Remarks for details.
PagesizeSpecifies the maximum number of records per page the provider returns when requesting data from Salesforce Marketing Cloud Account Engagement.
ReadonlyToggles read-only access to Salesforce Marketing Cloud Account Engagement from the provider.
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.

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Build 25.0.9434