Access Live Salesforce Marketing Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect Cloud, you gain immediate access to Salesforce Marketing data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Salesforce Marketing within your Connect Cloud instance and accessing live Salesforce Marketing data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect Cloud provides a pure cloud-to-cloud interface for Salesforce Marketing, allowing you to easily access live Salesforce Marketing data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Salesforce Marketing, leveraging server-side processing to quickly return Salesforce Marketing data.

Configure Salesforce Marketing Connectivity for Excel

Connectivity to Salesforce Marketing from Excel is made possible through CData Connect Cloud. To work with Salesforce Marketing data from Excel, we start by creating and configuring a Salesforce Marketing connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Salesforce Marketing" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Salesforce Marketing.

   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.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Salesforce Marketing Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Salesforce Marketing data from Excel for the web.

Access Live Salesforce Marketing Data in Excel for the web

The steps below outline connecting to CData Connect Cloud from Excel to access live Salesforce Marketing data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Cloud Add-In and install the Add-in.
4. Click Data and open the CData Connect Cloud Add-In.
5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
6. In the CData Connect Cloud panel in Excel, click Import
7. Choose a Connection (e.g. SFMarketingCloud1), Table (e.g. Subscriber), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Update Salesforce Marketing Data from Excel

In addition to viewing Salesforce Marketing data in Excel, CData Connect Cloud also lets you update and delete Salesforce Marketing data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Salesforce Marketing (your changes will be in red)
2. In the CData Connect Cloud Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Salesforce Marketing

A notification will appear when the update is complete

Live Access to Salesforce Marketing Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Salesforce Marketing data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.