Access Live Salesforce Marketing Data in Coginiti Pro

Coginiti Pro is a single tool for all your SQL data and analytics needs, designed specifically for data engineers, analysts, and data scientists. When paired with the CData JDBC Driver for Salesforce Marketing Cloud, Coginiti Pro can access and query live Salesforce Marketing data. This article describes how to connect to and query Salesforce Marketing data from Coginiti Pro.

With built-in optimized data processing, the CData JDBC Driver for Salesforce Marketing Cloud offers unmatched performance for interacting with live Salesforce Marketing data. When you issue complex SQL queries to Salesforce Marketing, the driver pushes supported SQL operations, like filters and aggregations, directly to Salesforce Marketing and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). In addition, its built-in dynamic metadata querying allows you to work with and analyze Salesforce Marketing data using native data types.

Gather Connection Properties and Build a Connection String

Download the CData JDBC Driver for Salesforce Marketing Cloud installer, unzip the package, and run the JAR file to install the driver. Then gather the required connection 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.

NOTE: To use the JDBC driver in Coginiti Pro, you may need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

Built-in Connection String Designer

For assistance constructing the JDBC URL, use the connection string designer built into the Salesforce Marketing JDBC Driver. Double-click the JAR file or execute the jar file from the command line.

Fill in the connection properties (including the RTK) and copy the connection string to the clipboard.

Create a JDBC Data Source for Salesforce Marketing Data

1. Open Coginiti Pro and in the File menu, select "Edit Drivers."
2. In the newly opened wizard, click "Add" and select "Generic."

3. In the "JDBC Drivers" wizard, set the driver properties (below) and click "Create Driver."

   • Set JDBC Driver Name to a useful name, like CData JDBC Driver for Salesforce Marketing.
   • Click "Add Files" to add the JAR file from the "lib" folder in the installation directory (e.g. cdata.jdbc.sfmarketingcloud.jar)
   • Select the Class Name: cdata.jdbc.sfmarketingcloud.SFMarketingCloudDriver.

Create a Connection using the CData JDBC Driver for Salesforce Marketing Cloud

1. In the File menu, click "Edit Connections."
2. In the newly opened wizard, click "Add" and select "Generic."
3. In the "Connections" wizard, set the connection properties.
   • Set Connection name to an identifying name.
   • Set Database JDBC driver to the Driver you configured earlier.
   • Set JDBC URL to the JDBC URL configured using the built-in connection string designer (e.g. jdbc:sfmarketingcloud:User=myUser;Password=myPassword;InitiateOAuth=GETANDREFRESH
4. Click "Test" to ensure the connection is configured properly. Click "Save."

Query Salesforce Marketing Using SQL

1. Open the Connections tab by clicking on database icon: .
2. Click the plus sign () to add a new query tab.

3. Once the query console is open, write the SQL script you wish to execute and click "Run at Cursor".

   NOTE: You can use the explorer on the left to determine table/view names and column names.

   Using the explorer

   1. In the "Select connection" field, select the connection you wish to query.
   2. Expand your newly created connection, expand the "CData" catalog, and expand the Salesforce Marketing catalog.
   3. Expand "Tables" or "Views" to find the entity you wish to query.
   4. Expand your selected entity to explore the fields (columns).

Free Trial & More Information

Download a free, 30-day trial of the CData JDBC Driver for Salesforce Marketing Cloud and start working with your live Salesforce Marketing data in Coginiti Pro. Reach out to our Support Team if you have any questions.