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Build Interactive Dashboards from Salesforce Marketing Data in Amazon QuickSight

Create a virtual MySQL database for Salesforce Marketing data in CData Cloud Hub and import Salesforce Marketing data into Amazon QuickSight SPICE to build interactive dashboards.

Amazon QuickSight allows users to build interactive dashboards in the cloud. When paired with the CData Cloud Hub, you get cloud-to-cloud access to Salesforce Marketing data for visualizations, dashboards, and more. This article shows how to create a virtual database for Salesforce Marketing in Cloud Hub and build dashboards in Amazon QuickSight with access to Salesforce Marketing data.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Salesforce Marketing, allowing you to easily build visualizations from Salesforce Marketing data in Amazon QuickSight. By importing your Salesforce Marketing data into the Amazon QuickSight "Super-fast, Parallel, In-memory Calculation Engine" (SPICE), you can leverage the powerful data processing features of the Amazon ecosystem to build responsive dashboards. And with the ability to schedule refreshes of the data stored in SPICE, you control how up-to-date your dashboards are.

Create a Virtual MySQL Database for Salesforce Marketing Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Cloud Hub and click Databases.
  2. Select "Salesforce Marketing" from Available Data Sources.
  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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to build visualizations in Amazon QuickSight.

Import Salesforce Marketing Data into SPICE and Create Interactive Dashboards

The steps below outline creating a new data set based on the virtual Salesforce Marketing database in Cloud Hub, importing the dataset into SPICE, and building a simple visualization from the data.

  1. Log into Amazon QuickSight and click "Manage data."
  2. Click "New data set," select MySQL as the data source, configure the connection to your Cloud Hub instance, and click "Create data source."
  3. Select a table to visualize (or submit a custom SQL query for your data).
  4. Click "Edit/Preview data" to customize the data set.
  5. Select "Import to SPICE for quicker analytics" and click "Visualize."
  6. Select fields to visualize and a visual type.

Schedule Refreshes for SPICE Data Sets

QuickSight users can schedule refreshes for data sets that are imported into SPICE, ensuring that data being analyzed is only as old as the most recent refresh.

  1. Navigate to the QuickSight home page.
  2. Click "Manage data."
  3. Select the data set you wish to refresh.
  4. Click "Schedule refresh."
  5. Click Create, configure the refresh settings (time zone, repeat frequency, and starting datetime), and click Create.

SQL Access to Salesforce Marketing Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Salesforce Marketing data from your Amazon QuickSight dashboard. You can create new visualizations, build interactive dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Amazon QuickSight, refer to our Cloud Hub page.