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PowerShell でSalesforce Marketing Data データをCSV に落としてみた

標準PowerShell cmdlets を使ってSalesforce Marketing テーブルにアクセス。

CData Cmdlets Module for Salesforce Marketing は、直感的なSalesforce Marketing データ連携を提供する標準cmdlet です。 本記事では、SFMarketingCloud Cmdlets を使ったサンプルを提供します。

Creating a Connection to Your Salesforce Marketing Data

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.

$conn = Connect-SFMarketingCloud  -User "$User" -Password "$Password"

Selecting Data

Follow the steps below to retrieve data from the Subscriber table and pipe the result into to a CSV file:

Select-SFMarketingCloud -Connection $conn -Table Subscriber | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\mySubscriberData.csv -NoTypeInformation

You will notice that we piped the results from Select-SFMarketingCloud into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

The Connection, Table, and Columns are appended to the results in order to facilitate piping results from one of the CData Cmdlets directly into another one.

Deleting Data

The following line deletes any records that match the criteria:

Select-SFMarketingCloud -Connection $conn -Table Subscriber -Where "EmailAddress = john.doe@example.com" | Remove-SFMarketingCloud

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Salesforce Marketing, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MySubscriberUpdates.csv | %{
  $record = Select-SFMarketingCloud -Connection $SFMarketingCloud -Table Subscriber -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-SFMarketingCloud -Connection $sfmarketingcloud -Table Subscriber -Columns ("Id","Status") -Values ($_.Id, $_.Status) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-SFMarketingCloud -Connection $sfmarketingcloud -Table Subscriber -Columns ("Id","Status") -Values ($_.Id, $_.Status)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!

 
 
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