How to Access Salesforce Marketing Data Using Entity Framework

Microsoft Entity Framework serves as an object-relational mapping framework for working with data represented as objects. Although Visual Studio offers the ADO.NET Entity Data Model wizard to automatically generate the Entity Model, this model-first approach may present challenges when your data source undergoes changes or when you require greater control over entity operations. In this article, we will delve into the code-first approach for accessing Salesforce Marketing data through the CData ADO.NET Provider, providing you with more flexibility and control.

1. Open Visual Studio and create a new Windows Form Application. This article uses a C# project with .NET 4.5.
2. Run the command 'Install-Package EntityFramework' in the Package Manger Console in Visual Studio to install the latest release of Entity Framework.

3. Modify the App.config file in the project to add a reference to the Salesforce Marketing Entity Framework 6 assembly and the connection string.

   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.

   <configuration> ... <connectionStrings> <add name="SFMarketingCloudContext" connectionString="Offline=False;User=myUser;Password=myPassword;InitiateOAuth=GETANDREFRESH" providerName="System.Data.CData.SFMarketingCloud" /> </connectionStrings> <entityFramework> <providers> ... <provider invariantName="System.Data.CData.SFMarketingCloud" type="System.Data.CData.SFMarketingCloud.SFMarketingCloudProviderServices, System.Data.CData.SFMarketingCloud.Entities.EF6" /> </providers> <entityFramework> </configuration> </code>
4. Add a reference to System.Data.CData.SFMarketingCloud.Entities.EF6.dll, located in the lib -> 4.0 subfolder in the installation directory.
5. Build the project at this point to ensure everything is working correctly. Once that's done, you can start coding using Entity Framework.
6. Add a new .cs file to the project and add a class to it. This will be your database context, and it will extend the DbContext class. In the example, this class is named SFMarketingCloudContext. The following code example overrides the OnModelCreating method to make the following changes:
   • Remove PluralizingTableNameConvention from the ModelBuilder Conventions.
   • Remove requests to the MigrationHistory table.
   using System.Data.Entity; using System.Data.Entity.Infrastructure; using System.Data.Entity.ModelConfiguration.Conventions; class SFMarketingCloudContext : DbContext { public SFMarketingCloudContext() { } protected override void OnModelCreating(DbModelBuilder modelBuilder) { // To remove the requests to the Migration History table Database.SetInitializer<SFMarketingCloudContext>(null); // To remove the plural names modelBuilder.Conventions.Remove<PluralizingTableNameConvention>(); } }
7. Create another .cs file and name it after the Salesforce Marketing entity you are retrieving, for example, Subscriber. In this file, define both the Entity and the Entity Configuration, which will resemble the example below: using System.Data.Entity.ModelConfiguration; using System.ComponentModel.DataAnnotations.Schema; [System.ComponentModel.DataAnnotations.Schema.Table("Subscriber")] public class Subscriber { [System.ComponentModel.DataAnnotations.Key] public System.String Id { get; set; } public System.String Status { get; set; } }
8. Now that you have created an entity, add the entity to your context class: public DbSet<Subscriber> Subscriber { set; get; }
9. With the context and entity finished, you are now ready to query the data in a separate class. For example: SFMarketingCloudContext context = new SFMarketingCloudContext(); context.Configuration.UseDatabaseNullSemantics = true; var query = from line in context.Subscriber select line;