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Salesforce Marketing Reporting and Star Schemas in OBIEE
Create a star schema that shows perspectives on Salesforce Marketing facts in real time.
The CData ODBC Driver for Salesforce Marketing is a standard database driver that can integrate real-time access to Salesforce Marketing data into your data warehouse or directly into your reporting tool. This article shows how to bypass the data warehouse and import operational Salesforce Marketing data into Oracle Business Intelligence Enterprise Edition (OBIEE).
See the knowledge base for ODBC integrations with ETL tools like Informatica PowerCenter. For an ETL solution into Oracle Warehouse Builder, use the driver with the Oracle ODBC Gateway to Access Salesforce Marketing Data as a Remote Oracle Database.
Connect to Salesforce Marketing as an ODBC Data Source
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
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.
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
Import Salesforce Marketing Metadata
Follow the steps below to use the OBIEE Client Tools to import Salesforce Marketing metadata into an OBIEE repository. You can then integrate Salesforce Marketing data into your business models.
Open the Administration Tool and click File -> New Repository.
- In the Connection Type menu, select ODBC 3.5 and select the CData DSN.
- Select the metadata types you want to import under the Relational Sources option and then select Salesforce Marketing tables.
![]( "Tables to be imported into the repository. (Salesforce is shown.)")
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Salesforce Marketing ODBC Driver
The Salesforce Marketing Cloud ODBC Driver is a powerful tool that allows you to connect with live Salesforce Marketing Cloud, directly from any applications that support ODBC connectivity.
Access Salesforce Marketing Cloud like you would a database - read, write, and update Accounts, Emails, Lists, Subscribers, etc. through a standard ODBC Driver interface.
