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Salesforce Marketing Cloud Icon Salesforce Marketing ODBC Driver

The Salesforce Marketing Cloud ODBC Driver is a powerful tool that allows you to connect with live Salesforce Marketing Cloud, directly from any applications that support ODBC connectivity.

Access Salesforce Marketing Cloud like you would a database - read, write, and update Accounts, Emails, Lists, Subscribers, etc. through a standard ODBC Driver interface.

Create SSAS Tabular Models from Salesforce Marketing Data



How to build a SQL Server Analysis Service Tabular Model from Salesforce Marketing data using the CData ODBC Driver for Salesforce Marketing Cloud.

SQL Server Analysis Services (SSAS) is an analytical data engine used in decision support and business analytics. It provides enterprise-grade semantic data models for business reports and client applications, such as Power BI, Excel, Reporting Services reports, and other data visualization tools. When paired with the CData ODBC Driver for Salesforce Marketing Cloud, you can create a tabular model from Salesforce Marketing data for deeper and faster data analysis.

Create a Connection to Salesforce Marketing Data

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Creating a Data Source for Salesforce Marketing

Start by creating a new Analysis Services Tabular Project in Visual Studio. Next create a Data Source for Salesforce Marketing in the project.

  1. In the Tabular Model Explorer, right-click Data Sources and select "New Data Source"
  2. Select "ODBC" from the Other tab and click "Connect"
  3. Select the DSN you previously configured
  4. Choose "Default or Custom" as the authentication option and click "Connect"

Add Tables & Relationships

After creating the data source you are ready to import tables and define the relationships between the tables.

  1. Right-click the new data source, click "Import New Tables" and select the tables to import
  2. After importing the tables, right-click "Relationships" and click "Create Relationships"
  3. Select table(s), and choose the foreign keys, cardinality, and filter direction

Create Measures

After importing the tables and defining the relationships, you are ready to create measures.

  1. Select the column in the table for which you wish to create a measure
  2. In the Extensions menu -> click "Columns" -> "AutoSum" and select your aggregation method

Deploy the Model

Once you create measures, you are ready to deploy the model. Configure the target server and database by right-clicking the project and selecting "Properties." Configure the "Deployment Server" properties and click "OK."

After configuring the deployment server, open the "Build" menu and click "Deploy Solution." You now have a tabular model for Salesforce Marketing data in your SSAS instance, ready to be analyzed, reported, and viewed. Get started with a free, 30-day trial of the CData ODBC Driver for Salesforce Marketing Cloud.