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Salesforce Marketing Cloud Icon Excel Add-In for Salesforce Marketing

The Salesforce Marketing Cloud Excel Add-In is a powerful tool that allows you to connect with live Salesforce Marketing Cloud data, directly from Microsoft Excel.

Use Excel to read, write, and update Salesforce Marketing Cloud Accounts, Emails, Lists, Subscribers, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

Excel Spreadsheet Automation with the QUERY Formula

Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Salesforce Marketing provides formulas that can edit, save, and delete Salesforce Marketing data. The following three steps show how you can automate the following task: Search Salesforce Marketing data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the Salesforce Marketing data records you want to retrieve or the modifications to be made, written in standard SQL.
  • Connection: Either the connection name, such as SFMarketingCloudConnection1, or a connection string. The connection string consists of the required properties for connecting to Salesforce Marketing data, separated by semicolons.

    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.

  • ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

  1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Salesforce Marketing data, such as EmailAddress.
  2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
  3. =CDATAQUERY("SELECT * FROM Subscriber WHERE EmailAddress = '"&B3&"'","User="&B1&";Password="&B2&";Provider=SFMarketingCloud",B4)
  4. Change the filter to change the data.