Connect to Salesforce Marketing Data in ACL Analytics

ACL Analytics, part of Diligent HighBond, is a powerful data analysis software primarily used for audit, risk management, and compliance. It enables professionals to examine and analyze large volumes of data to identify anomalies, trends, and potential risks or fraudulent activities.

CData Connect Cloud offers a dedicated cloud-to-cloud interface for Salesforce Marketing, enabling analytics directly from live Salesforce Marketing data within ACL Analytics, all without the need for data replication to a native database. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported SQL operations, including filters and JOINs, directly to Salesforce Marketing. This leverages server-side processing to swiftly deliver the requested Salesforce Marketing data.

Configure Salesforce Marketing Connectivity for ACL Analytics

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

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "Salesforce Marketing" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Salesforce Marketing. 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

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the 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.

With the connection configured and a PAT generated, you are ready to connect to Salesforce Marketing data from ACL Analytics.

Connect to Salesforce Marketing from ACL Analytics

The steps below outline connecting to CData Connect Cloud from ACL Analytics to create a new Salesforce Marketing data source. The CData Connect Cloud Virtual SQL Server allows you to establish a connection to your data from integration tools that support connections to SQL servers. The Virtual SQL Server mimics the behavior of a traditional SQL server, and it supports a range of query options.

1. With your Analytics File open, select 'Import' --> 'Database and application'
2. Create a new SQL Server connection
3. Set the connection information
   • Server: tds.cdata.com
   • Port: 14333
   • Auth Scheme: Password
   • Username: a Connect Cloud user, for example, [email protected]
   • Password: the PAT for the above Connect Cloud user
   • Database: the name of your Salesforce Marketing connection, for example, SFMarketingCloud1
   
4. Click "Test Connection"
5. Click "OK"
6. You are now ready to work with your Salesforce Marketing data in ACL Analytics!

Live connections to Salesforce Marketing data from your applications

ACL Analytics can now connect to live Salesforce Marketing data directly through Connect Cloud, allowing you to analyze Salesforce Marketing data without duplicating it.

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