Integrate Live Salesforce Marketing Data into Custom Business Apps Built in Power Apps

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CData Connect



Use CData Connect Cloud to create a virtual SQL Server Database for Salesforce Marketing data and integrate live Salesforce Marketing data into apps built in Microsoft Power Apps.

Power Apps is a service for building and using custom business apps that connect to your data and work across the web and mobile — without the time and expense of custom software development. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Salesforce Marketing data from the apps you build using Power Apps. This article shows how to connect Connect Cloud from Power Apps and build an app based on live Salesforce Marketing data.

CData Connect Cloud provides a pure SQL, cloud-to-cloud interface for Salesforce Marketing, allowing you to easily integrate with live Salesforce Marketing data in Power Apps — without replicating the data. CData Connect Cloud looks exactly like a SQL Server database to Power Apps and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Salesforce Marketing, leveraging server-side processing to quickly return Salesforce Marketing data.

Create a Virtual SQL Database for Salesforce Marketing Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Connect Cloud and click Databases.
  2. Select "Salesforce Marketing" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Salesforce Marketing.

    Salesforce Marketing Cloud API への認証

    User およびPassword をログインクレデンシャルに設定するか、sandbox アカウントに接続する場合はsandbox ユーザーのクレデンシャルに設定します。

    Salesforce Marketing Cloud API への接続

    デフォルトでは、本製品は本番環境に接続します。Salesforce Marketing Cloud sandbox アカウントを使用するには、UseSandbox をtrue に設定します。

    デフォルトのインスタンスは、Web Services API s7 です。他のインスタンスを使用する場合は、Instance を設定できます。

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to CData Connect Cloud

To use Connect Cloud to integrate Salesforce Marketing data into your Power Apps, you need a new SQL Server connection:

  1. Log in to Power Apps
  2. Click Data -> Connections -> New connection
  3. Select SQL Server
  4. In the connection wizard:

    • Choose to connect directly
    • Set SQL server name to the address of your Connect Cloud instance (myinstance.cdatacloud.net)
    • Set SQL database name to the name of the virtual Salesforce Marketing database you created earlier (like salesforcemarketingdb)
    • Set the Username and Password and click Create

Building a Data-Centric App for Salesforce Marketing Data

With the connection to Connect Cloud configured, you are ready to integrate live Salesforce Marketing data into the apps you build in Power Apps.

  1. Log in to Power Apps
  2. Click Create, hover over "Start from data" and click Make this app
  3. Select the SQL Server connection you created
  4. Search for or choose a table to work with
  5. Click Connect
  6. Customize the newly created app just like you would any other, including changing the layout and setting the fields exposed in BrowseScreen, DetailScreen, and EditScreen

At this point, you have an app with read and write access to live Salesforce Marketing data that you can save and publish for use within your organization.

SQL Access to Salesforce Marketing Data from Cloud Applications

Now you have a direct connection to live Salesforce Marketing data from Microsoft Power Apps. You can create more connections and apps to drive business — all without replicating Salesforce Marketing data.

To get SQL data access to 230+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Connect Cloud.