Create Dashboards and Visualize Live Salesforce Marketing Data in Geckoboard

Geckoboard is a business intelligence tool that simplifies the visualization of key performance indicators (KPIs) by creating live dashboards. It allows teams to consolidate data from various sources - such as Salesforce, Snowflake, Google Analytics, and spreadsheets - and display it in a visually engaging and easy-to-understand format. Designed for simplicity and clarity, Geckoboard helps businesses monitor performance, track goals, and make data-driven decisions.

When used with CData Connect Cloud, you gain instant, cloud-to-cloud access to Salesforce Marketing data from Geckoboard for dashboards, monitoring, visualizations, and more. This article explains how to connect to Salesforce Marketing and create visualizations using Salesforce Marketing data in Geckoboard.

CData Connect Cloud offers a seamless SQL Server, cloud-to-cloud interface for Salesforce Marketing, enabling you to effortlessly create dashboards and visualizations using live Salesforce Marketing data in Geckoboard. While building visualizations, Geckoboard requires SQL queries to retrieve the necessary data. With built-in optimized data processing, CData Connect Cloud pushes all supported SQL operations (such as filters and JOINs) directly to Salesforce Marketing, utilizing server-side processing for fast and efficient data retrieval of Salesforce Marketing data.

Configure Salesforce Marketing connectivity for Geckoboard

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

1. Log into Connect Cloud, click Sources, and then 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.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Salesforce Marketing data from Geckoboard.

Connect live Salesforce Marketing data in Geckoboard

Follow these steps to establish a connection from Geckoboard to the CData Connect Cloud Virtual SQL Server API.

1. Log into Geckoboard
2. Add a custom dashboard name and click Add widget
3. Search for "Databases" in the Connect your data search bar
4. Select SQL Server as the Database type
5. Fill in the connection details:
   • Connection name: enter a name for the connection to CData Connect Cloud
   • Host: enter the Virtual SQL Server endpoint: tds.cdata.com
   • Port: : enter 14333
   • Database name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, SFMarketingCloud1)
   • Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected]
   • Password: enter the PAT you generated on the Settings page
   
6. Click Connect

After successfully configuring your connection, you can query and visualize your Salesforce Marketing data.

Visualize live Salesforce Marketing data in Geckoboard

To visualize live Salesforce Marketing data in Geckoboard, follow these steps:

1. Write an SQL query to select the specific Salesforce Marketing data needed for visualization in Paste your SQL query compiler screen

Depending on your use case, you can also generate the desired SQL query using the AI Generator or Query Builder features of CData Connect Cloud


2. Choose the visualization type (Line Chart, Bar Chart, or Column Chart) that best suits your business requirements
3. The selected chart will be displayed on Geckoboard
4. Click the menu (three dots in the top-right corner of the graph) and select Edit to modify the SQL query or set a refresh interval for the chart

Live access to Salesforce Marketing data from cloud applications

At this stage, you have established a direct, cloud-to-cloud connection to live Salesforce Marketing data in Geckoboard. This enables you to create dashboards to monitor and visualize your data seamlessly.

For more details on accessing live data from over 100 SaaS, Big Data, and NoSQL sources through cloud applications like Geckoboard, visit our Connect Cloud page.