Connect to Live Salesforce Marketing Data in PostGresSQL Interface through CData Connect Cloud

There are a vast number of PostgreSQL clients available on the Internet. PostgreSQL is a popular interface for data access. When you pair PostgreSQL with CData Connect Cloud, you gain database-like access to live Salesforce Marketing data from PostgreSQL. In this article, we walk through the process of connecting to Salesforce Marketing data in Connect Cloud and establishing a connection between Connect Cloud and PostgreSQL using a TDS foreign data wrapper (FDW).

CData Connect Cloud provides a pure SQL Server 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.

Connect to Salesforce Marketing in Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

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.

Build the TDS Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL. The tds_fdw extension is used as an example (https://github.com/tds-fdw/tds_fdw).

1. You can clone and build the git repository via something like the following view source: sudo apt-get install git git clone https://github.com/tds-fdw/tds_fdw.git cd tds_fdw make USE_PGXS=1 sudo make USE_PGXS=1 install Note: If you have several PostgreSQL versions and you do not want to build for the default one, first locate where the binary for pg_config is, take note of the full path, and then append PG_CONFIG= after USE_PGXS=1 at the make commands.
2. After you finish the installation, then start the server: sudo service postgresql start
3. Then go inside the Postgres database psql -h localhost -U postgres -d postgres Note: Instead of localhost you can put the IP where your PostgreSQL is hosted.

Connect to Salesforce Marketing data as a PostgreSQL Database and query the data!

After you have installed the extension, follow the steps below to start executing queries to Salesforce Marketing data:

1. Log into your database.
2. Load the extension for the database: CREATE EXTENSION tds_fdw;
3. Create a server object for Salesforce Marketing data: CREATE SERVER "SFMarketingCloud1" FOREIGN DATA WRAPPER tds_fdw OPTIONS (servername'tds.cdata.com', port '14333', database 'SFMarketingCloud1');
4. Configure user mapping with your email and Personal Access Token from your Connect Cloud account: CREATE USER MAPPING for postgres SERVER "SFMarketingCloud1" OPTIONS (username 'username@cdata.com', password 'your_personal_access_token' );
5. Create the local schema: CREATE SCHEMA "SFMarketingCloud1";
6. Create a foreign table in your local database: #Using a table_name definition: CREATE FOREIGN TABLE "SFMarketingCloud1".Subscriber ( id varchar, Status varchar) SERVER "SFMarketingCloud1" OPTIONS(table_name 'SFMarketingCloud.Subscriber', row_estimate_method 'showplan_all'); #Or using a schema_name and table_name definition: CREATE FOREIGN TABLE "SFMarketingCloud1".Subscriber ( id varchar, Status varchar) SERVER "SFMarketingCloud1" OPTIONS (schema_name 'SFMarketingCloud', table_name 'Subscriber', row_estimate_method 'showplan_all'); #Or using a query definition: CREATE FOREIGN TABLE "SFMarketingCloud1".Subscriber ( id varchar, Status varchar) SERVER "SFMarketingCloud1" OPTIONS (query 'SELECT * FROM SFMarketingCloud.Subscriber', row_estimate_method 'showplan_all'); #Or setting a remote column name: CREATE FOREIGN TABLE "SFMarketingCloud1".Subscriber ( id varchar, col2 varchar OPTIONS (column_name 'Status')) SERVER "SFMarketingCloud1" OPTIONS (schema_name 'SFMarketingCloud', table_name 'Subscriber', row_estimate_method 'showplan_all');
7. You can now execute read/write commands to Salesforce Marketing: SELECT id, Status FROM "SFMarketingCloud1".Subscriber;

More Information & Free Trial

Now, you have created a simple query from live Salesforce Marketing data. For more information on connecting to Salesforce Marketing (and more than 100 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Salesforce Marketing data in PostgreSQL.