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Visualize Live Salesforce Marketing Data in Sisense

Create an ElastiCube in Sisense app with access to live Salesforce Marketing data.

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Salesforce Marketing makes it easy to integrate with live Salesforce Marketing data in Sisense. This article shows how to create an ElastiCube that connects to Salesforce Marketing data and use the ElastiCube to visualize Salesforce Marketing data in Sisense.

Configure the Connection to Salesforce Marketing

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CDatat\CData JDBC Driver for Salesforce Marketing\lib) or copy the jar file (cdata.jdbc.sfmarketingcloud.SFMarketingCloud.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

  1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
  2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
  3. Click Generic JDBC to open the JDBC settings.
  4. Set the connection string property to the JDBC URL for Salesforce Marketing, adding required properties.

    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.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    A typical example follows:

    jdbc:sfmarketingcloud:User=myUser;Password=myPassword;InitiateOAuth=REFRESH
  5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
  6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.sfmarketingcloud.SFMarketingCloudDriver
  7. Leave the username and password properties blank.
  8. Click Next.

Add Salesforce Marketing Data to an ElastiCube

Once you are connected to Salesforce Marketing, you can add tables and views to your ElastiCubes.

  1. From the Tables list, select the tables and/or views you wish to work with.
  2. (Optional) Click "+" to customize the data you want to import with SQL.
  3. Click Done.
  4. Click Build to build the ElastiCube for analytics.

Visualize Salesforce Marketing Data

With Salesforce Marketing tables added to your ElastiCube, you can perform analytics on your Salesforce Marketing data.

  1. Navigate to the Analytics page of the Sisense application
  2. Select a Dashboard (or create a new one)
  3. Select your Data Source and click Create
  4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for Salesforce Marketing, you can access live Salesforce Marketing data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Salesforce Marketing data in Sisense today!