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Create Salesforce Marketing-Connected Nintex Workflows



Use CData Connect Cloud to connect to Salesforce Marketing from Nintex Workflow Cloud and build custom workflows using live Salesforce Marketing data.

Nintex Workflow Cloud is a cloud-based platform where you can design workflows to automate simple or complex processes using drag-and-drop interactions — without writing any code. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Salesforce Marketing data for business applications. This article shows how to create a virtual database for Salesforce Marketing in Connect Cloud and build a simple workflow from Salesforce Marketing data in Nintex.

CData Connect Cloud provides a pure, cloud-to-cloud interface for Salesforce Marketing, allowing you to build workflows from live Salesforce Marketing data in Nintex Workflow Cloud — without replicating the data to a natively supported database. Nintex allows you to access data directly using SQL queries. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Salesforce Marketing, leveraging server-side processing to quickly return the requested Salesforce Marketing data.

Configure Salesforce Marketing Connectivity for Nintex

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

  1. Log into Connect Cloud, click Connections and 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

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.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your 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, you are ready to connect to Salesforce Marketing data from Nintex Workflow Cloud.

Connect to Salesforce Marketing from Nintex

The steps below outline creating a new connection to Salesforce Marketing data from Nintex (via Connect Cloud).

  1. Log into Nintex Workflow Cloud
  2. In the Connections tab, click "Add new"
  3. Select "Microsoft SQL Server" as the connector and click "Connect"
  4. In the SQL Server connection wizard, set the following properties:
    • Connection Name: a Connect Cloud
    • Username: a Connect Cloud username (e.g. user@mydomain.com)
    • Password: the Connect Cloud user's PAT
    • Database Host: tds.cdata.com
    • Database Name: the Salesforce Marketing connection (a.g., SFMarketingCloud1)
  5. Click "Connect"
  6. Configure the connection permissions and click "Save permissions"

Create a Simple Salesforce Marketing Workflow

With the connection to CData Connect Cloud configured, we are ready to build a simple workflow to access Salesforce Marketing data. Start by clicking the "Create workflow" button.

Configure the Start Event Action

  1. Click the start event task and select the "Form" event
  2. Click "Design form"
  3. Drag a "Text - Long" element onto the Form and click the element to configure it
    • Set "Title" to "Enter SQL query"
    • Set "Required" to true
  4. Drag a "Text - Short" element onto the Form and click the element to configure it
    • Set "Title" to "Enter desired result column"
    • Set "Required" to true

Configure an "Execute a Query" Action

  1. Add an "Execute a query" action after the "Start event: Form" action and click to configure the action
  2. Set "SQL Script" to the "Enter SQL Query" variable from the "Start event" action
  3. Set "Column to retrieve" to the "Enter desired result column" variable from the "Start event" action
  4. Set "Retrieved column" to a new variable (a.g., "values")

Configure a "Send an Email" Action

  1. Add a "Send an email" action after the "Execute a query" action and click to configure the action
  2. Set the "Recipient email address"
  3. Set the "Subject"
  4. Set the "Message body" to the variable created for the retrieved column

Once you configure the actions, click "Save," name the Workflow, and click "Save" again. You now have a simple workflow that will query Salesforce Marketing using SQL and sand an email with the results.

To learn more about live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, check out the CData Connect Cloud page. Sign up for a free trial and reach out to our Support Team if you have any questions.