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Connect to Salesforce Marketing Data in CloverDX (formerly CloverETL)

Transfer Salesforce Marketing data using the visual workflow in the CloverDX data integration tool.

The CData JDBC Driver for Salesforce Marketing enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Salesforce Marketing as sources and destinations. In this article, you will use the JDBC Driver for Salesforce Marketing to set up a simple transfer into a flat file. The CData JDBC Driver for Salesforce Marketing enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Salesforce Marketing as sources and destinations. In this article, you will use the JDBC Driver for Salesforce Marketing to set up a simple transfer into a flat file.

Connect to Salesforce Marketing as a JDBC Data Source

  1. Create the connection to Salesforce Marketing data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
  2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.sfmarketingcloud.jar file.
  3. Enter the JDBC URL.

    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.

    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.

    A typical JDBC URL is below:

    jdbc:sfmarketingcloud:User=myUser;Password=myPassword;InitiateOAuth=GETANDREFRESH

Query Salesforce Marketing Data with the DBInputTable Component

  1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
  2. In the DB connection property, select the Salesforce Marketing JDBC data source from the drop-down menu.
  3. Enter the SQL query. For example: SELECT Id, Status FROM Subscriber

Write the Output of the Query to a UniversalDataWriter

  1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
  2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
  3. Right-click the DBInputTable and then click Extract Metadata.
  4. Connect the output port of the DBInputTable to the UniversalDataWriter.
  5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Subscriber table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
  6. Click Run to write to the file.