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Bridge Salesforce Marketing Connectivity with Apache NiFi

Access and process Salesforce Marketing data in Apache NiFi using the CData JDBC Driver.

Apache NiFi supports powerful and scalable directed graphs of data routing, transformation, and system mediation logic. When paired with the CData JDBC Driver for Salesforce Marketing, NiFi can work with live Salesforce Marketing data. This article describes how to connect to and query Salesforce Marketing data from an Apache NiFi Flow.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Salesforce Marketing data. When you issue complex SQL queries to Salesforce Marketing, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Marketing and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Salesforce Marketing data using native data types.

Connecting to Salesforce Marketing Data in Apache NiFi

  1. Download the CData JDBC Driver for Salesforce Marketing installer, unzip the package, and run the JAR file to install the driver.
  2. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.sfmarketingcloud.jar (and cdata.jdbc.sfmarketingcloud.lic), to the Apache NiFi lib subfolder, for example, C:\nifi-1.3.0-bin\nifi-1.3.0\lib.

    On Windows, the default location for the CData JDBC Driver is C:\Program Files\CData\CData JDBC Driver for Salesforce Marketing.

  3. Start Apache NiFi. For example:

    cd C:\nifi-1.3.0-bin\nifi-1.3.0\bin
    run-nifi.bat
    
  4. Navigate to the Apache NiFi UI in your web browser: typically http://localhost:8080/nifi
  5. Click the (Configuration) button from the Operate sidebar.
  6. In the NiFi Flow Configuration page, navigate to the Controller Services tab.
  7. Click the button to create a new controller service.
  8. In the Add Controller Service page, select DBCPConnection Pool, and then click Add.
  9. Click the gear button to configure the new DBCPConnection Pool.
  10. In the Configure Controller Service page, navigate to the Properties tab. Fill in the properties:

    PropertyValue
    Database Connection URLjdbc:sfmarketingcloud:User=myUser;Password=myPassword;InitiateOAuth=GETANDREFRESH
    Database Driver Class Namecdata.jdbc.sfmarketingcloud.SFMarketingCloudDriver

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Marketing JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.sfmarketingcloud.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    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.

  11. Click the button to enable the new DBCPConnection Pool.

Your Salesforce Marketing data is now available for use in Apache NiFi. For example, you can use the DBCPConnection Pool as the source for a QueryDatabaseTable processor.

Download a free, 30-day trial of the CData JDBC Driver for Salesforce Marketing and start working with your live Salesforce Marketing data in Apache NiFi. Reach out to our Support Team if you have any questions.