Integrate with live Salesforce Marketing Data in Jitterbit

Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect Cloud, Jitterbit gets access to live Salesforce Marketing data. This article demonstrates how to connect to Salesforce Marketing using Connect Cloud and integrate with live Salesforce Marketing data in Jitterbit.

CData Connect Cloud provides a pure OData interface for Salesforce Marketing, allowing you to query data from Salesforce Marketing without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Salesforce Marketing, leveraging server-side processing to return the requested Salesforce Marketing data quickly.

Configure Salesforce Marketing Connectivity for Jitterbit

Connectivity to Salesforce Marketing from Jitterbit is made possible through CData Connect Cloud. To work with Salesforce Marketing data from Jitterbit, we start by creating and configuring a Salesforce Marketing connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Salesforce Marketing" from the Add Connection panel
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 Create & Test
5. Navigate to the Permissions tab in the Add Salesforce Marketing Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Salesforce Marketing Endpoints for Jitterbit

After connecting to Salesforce Marketing, create a workspace and virtual dataset for your desired table(s).

1. Navigate to the Virtual Datasets page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Salesforce Marketing connection (e.g. SFMarketingCloud1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

Connect to Salesforce Marketing from Jitterbit using Connect Cloud

To establish a connection from Jitterbit to CData Connect Cloud using the OData protocol, follow these steps.

1. Log into Jitterbit.
2. Create a project in Cloud Studio and provide a workspace environment for it.
3. Click Connections and enter OData in the search bar.
4. Select the OData connector.
5. Enter the OData connection properties.
• Connection Name: enter a connection name.
• OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
• Authentication: select Basic Auth.
• User Name: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
• Password: enter the PAT you generated on the Settings page.
6. Click Test to test the connection, and then click Save Changes.
7. Choose the operation you want to perform and drag it to the workflow in your project.
8. Double-click the query operation to see all the tables and derived views available in your OData endpoint.
9. Select a table and configure the query.

You can now transform and integrate live Salesforce Marketing data in Jitterbit.

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from Jitterbit, try CData Connect Cloud today!