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Enable the CData JDBC Driver for Salesforce Marketing in KNIME

Use standard data access components in KNIME to create charts and reports with Salesforce Marketing data.

One of the strengths of the CData JDBC Driver for Salesforce Marketing is its cross-platform support, enabling integration with major BI tools. Follow the procedure below to access Salesforce Marketing data in KNIME and to create a chart from Salesforce Marketing data using the report designer.

Define a New JDBC Connection to Salesforce Marketing Data

  1. If you have not already done so, install the Report Designer extension: Click File -> Install KNIME Extensions, and filter on "Report".
  2. In a new workflow, click File -> Preferences and expand the KNIME -> Database Driver nodes to add cdata.jdbc.sfmarketingcloud.jar. The driver JAR is located in the lib subfolder of the installation directory.
  3. In the Node Repository view, expand the Database node and drag a Database Reader onto the workflow editor.
  4. Double-click the Database Reader and set the following properties:

    • Database Driver: In the menu, select the CData JDBC driver.
    • Database URL: Enter the connection properties. The JDBC URL begins with jdbc:sfmarketingcloud: and is followed by a semicolon-separated list of connection properties.

      Authenticating to the Salesforce Marketing Cloud APIs

      Set the User and Password to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

      Connecting to the Salesforce Marketing Cloud APIs

      By default, the data provider connects to production environments. Set UseSandbox to true to use a Salesforce Marketing Cloud sandbox account.

      The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set Instance.

      A typical JDBC URL is below. jdbc:sfmarketingcloud:User=myUser;Password=myPassword;

    • User Name: The username used to authenticate.
    • Password: The password used to authenticate.
    • SQL Statement: Enter an SQL query in the SQL Statement box or double-click a table. This article uses the query below to create a chart: SELECT Id, Status FROM Subscriber
  5. Test the connection by clicking Fetch Metadata.

  6. Connect the Database Reader to a Data to Report node to supply the dataset to a range of data visualization controls. Click Execute and then click Edit Report at the top of the workflow to open the report designer perspective.
  7. You can now generate reports based on live data. To create a chart, drag the chart control from the palette to the report designer. In the resulting wizard, you can use the filtering and aggregation controls available in KNIME.
 
 
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