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Get the Report →Create Salesforce Marketing-Connected Visualizations in Klipfolio
Use CData Connect Cloud to connect to Salesforce Marketing Data from Klipfolio and build custom visualizations using live Salesforce Marketing data.
Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Salesforce Marketing data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to Salesforce Marketing within Connect Cloud and creating visualizations using Salesforce Marketing data in Klipfolio.
CData Connect Cloud offers a direct cloud-to-cloud interface for Salesforce Marketing, enabling you to construct reports from real-time Salesforce Marketing data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect Cloud efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to Salesforce Marketing, harnessing server-side processing to swiftly retrieve the requested Salesforce Marketing data data.
Configure Salesforce Marketing Connectivity for Klipfolio
Connectivity to Salesforce Marketing from Klipfolio is made possible through CData Connect Cloud. To work with Salesforce Marketing data from Klipfolio, we start by creating and configuring a Salesforce Marketing connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Salesforce Marketing" from the Add Connection panel
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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.
- Click Create & Test
- Navigate to the Permissions tab in the Add Salesforce Marketing Connection page and update the User-based permissions.
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- 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, you are ready to connect to Salesforce Marketing data Klipfolio.
Connect to Salesforce Marketing from Klipfolio
The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new Salesforce Marketing data source.
- Open Klipfolio
- Click in Data Sources to add a new data source
- Search for and select MSSQL as the Service
- Click "Create a custom MSSQL data source"
- Configure the data source by setting the MSSQL connection properties:
- Host: tds.cdata.com
- Port: 14333
- Database: your database (e.g., SFMarketingCloud1)
- Driver: MS SQL
- Username: a Connect Cloud user (e.g. [email protected])
- Password: the above user's PAT
- SQL Query: any query to retrieve data (e.g. SELECT * FROM Subscriber )
- Select the checkbox to "Include column headers"
- Select the checkbox to "Use SSL/TLS"
- Click "Get data" to preview the Salesforce Marketing data before building a data model.
Build a Data Model
After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.
- Confirm that the model includes all columns you wish to work with
- Name your model
- (optional) Set the Description
- Set "Header in row" to 1
- Click the toggle to "Exclude data before row" and set the value to 2
- Click "Save and Exit"
Create a Metric
With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.
- Click "Create metrics"
- Select a Data source
- Select a Metric value and default aggregation
- Select Segmentation(s)
- Select a Date & time
- Select a Data shape
- Configure the Display settings
- Click Save
- Navigate to your Metric and further configure the visualization
SQL Access to Salesforce Marketing Data from Cloud Applications
Now you have a Metric built from live Salesforce Marketing data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Salesforce Marketing data.
To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud.