Access Live Salesforce Marketing Data in Excel (Desktop)

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Salesforce Marketing data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Salesforce Marketing in Connect Spreadsheets and access and update live Salesforce Marketing data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Salesforce Marketing Connectivity for Excel

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

1. Log into Connect Spreadsheets, 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.

With the connection configured, you are ready to connect to Salesforce Marketing data from Excel.

Access Live Salesforce Marketing Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Salesforce Marketing data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for Connect Spreadsheets and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
6. In the Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. SFMarketingCloud1), Table (e.g. Subscriber), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Update Salesforce Marketing Data from Excel

In addition to viewing Salesforce Marketing data in Excel, Connect Spreadsheets also lets you update and delete Salesforce Marketing data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Salesforce Marketing (your changes will be in red)
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Salesforce Marketing

A notification will appear when the update is complete

Live Access to Salesforce Marketing Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Salesforce Marketing data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.