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How to Access Live Salesforce Marketing Data in Power Automate Desktop via ODBC
The CData ODBC Driver for Salesforce Marketing enables you to integrate Salesforce Marketing data into workflows built using Microsoft Power Automate Desktop.
The CData ODBC Driver for Salesforce Marketing enables you to access live Salesforce Marketing data in workflow automation tools like Power Automate. This article shows how to integrate Salesforce Marketing data into a simple workflow, moving Salesforce Marketing data into a CSV file.
Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Salesforce Marketing data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate 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 (e.g. SQL functions and JOIN operations).
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 workflows.
Integrate Salesforce Marketing Data into Power Automate Workflows
After configuring the DSN for Salesforce Marketing, you are ready to integrate Salesforce Marketing data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.
In the flow editor, you can add the actions to connect to Salesforce Marketing, query Salesforce Marketing using SQL, and write the query results to a CSV document.
Add an Open SQL Connection Action
Add an "Open SQL connection" action (Actions -> Database) and configure the properties.
- Connection string: DSN=CData Salesforce Marketing Source
After configuring the action, click Save.
Add an Execute SQL Statement Action
Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.
- Get connection by: SQL connection variable
- SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
- SQL statement: SELECT * FROM Subscriber
After configuring the action, click Save.
Add a Write to CSV File Action
Add a "Write to CSV file" action (Actions -> File) and configure the properties.
- Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
- File path: set to a file on disk
- Configure Advanced settings as needed.
After configuring the action, click Save.
Add a Close SQL Connection Action
Add a "Close SQL connection" action (Actions -> Database) and configure the properties.
- SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
After configuring the action, click Save.
Save & Run the Flow
Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.
Now you have a workflow to move Salesforce Marketing data into a CSV file.
With the CData ODBC Driver for Salesforce Marketing, you get live connectivity to Salesforce Marketing data within your Microsoft Power Automate workflows.
Related Power Automate Articles
This article walks through using the CData ODBC Driver for Salesforce Marketing with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):
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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.
