(warning) The Data Prep (Paxata) documentation is now available on the DataRobot public documentation site. See the Data Prep section for user documentation and connector information. After the 2021.2 SP1 release, the content on this site will be removed and replaced with a link to the DataRobot public documentation site.

Salesforce Marketing Cloud Connector Documentation

User Persona: Paxata User - Paxata Admin - Data Source Admin - IT/DevOps

*Note: This document covers all configuration fields available during Connector setup. Some fields may have already been filled out by your Admin at an earlier step of configuration and may not be visible to you. For more information on Paxata’s Connector Framework, please see here.

Also: Your Admin may have named this Connector something else in the list of Data Sources.

Configuring Paxata

This connector allows you to connect to Salesforce Marketing Cloud for browsing and importing available data. The following parameters are used to configure the connection

General

  • Name: Name of the data source as it will appear to users in the UI.

  • Description: Description of the data source as it will appear to users in the UI.

Something to consider: You may connect Paxata to multiple Salesforce Marketing Cloud accounts and having a descriptive name can be a big help to users in identifying the appropriate data source. If you are a Paxata SaaS customer, please inform Paxata DevOps how you would like this set.

Salesforce Marketing Cloud Configuration

  • User: The Salesforce Marketing Cloud user.
  • Password: The password of the Salesforce Marketing Cloud user.
  • Timeout: The number of seconds to wait for an operation. There is no default value.

Web Proxy Configuration

If you connect to Salesforce Marketing Cloud through a proxy server, these fields define the proxy details.

  • Web Proxy: 'None' if no proxy is required or 'Proxied' if connection to the Salesforce Marketing Cloud should be made via a proxy server. If a web proxy server is required, the following fields are required to enable a proxied connection.
  • Proxy host: The host name or IP address of the web proxy server.
  • Proxy port: The port on the proxy server for Sale.
  • Proxy username: The username for the proxy server.
  • Proxy password: The password for the proxy server.
    *Leave username & password blank for an unauthenticated proxy connection.

Data Import & Export Information

Via Browsing

Browse to a table and "Select" the table for import. 

Via SQL Query

Using a legal SQL Select Query

  • For date-time values, only > and < are supported in WHERE clauses.
  • For non-date-time values, =, !=, <>, >, >=, <, <=, IN are supported in WHERE clauses.

Salesforce Objects

Name

Type

Description

Account

Table

A Marketing Cloud account.

AccountUser

Table

An individual user within an account. This table does not support deletes.

BusinessUnit

Table

A unit within a larger Enterprise or Enterprise 2.0 account. This table supports queries and updates only.

ContentArea

Table

A ContentArea represents a defined section of reusable content.

DataExtension

Table

Represents a data extension within an account.

Email

Table

Represents an email in a Marketing Cloud account.

EmailSendDefinition

Table

Record that contains the message information, sender profile, delivery profile, and audience information.

FileTrigger

Table

Reserved for future use. This table does not support deletes.

FilterDefinition

Table

Defines an audience based on specified rules in a filter. This table does not support inserts.

ImportDefinition

Table

Defines a reusable pattern of import options. This table does not support inserts.

List

Table

A marketing list of subscribers.

Portfolio

Table

Indicates a file within the Portfolio of a Marketing Cloud account.

ProgramManifestTemplate

Table

Reserved for future use. This table does not support deletes or inserts.

QueryDefinition

Table

Represents a SQL query activity accessed and performed by the SOAP API. This table does not support updates or inserts.

ReplyMailManagementConfiguration

Table

Details configuration settings for the reply mail management in an account. This table does not support deletes.

Send

Table

Used to send email and retrieve aggregate data. This table does not support deletes or updates.

SendClassification

Table

Represents a send classification in a Marketing Cloud account.

SenderProfile

Table

The send profile used in conjunction with an email send definition.

SMSTriggeredSend

Table

Indicates a single instance of an SMS triggered send. This table does not support deletes or updates.

Subscriber

Table

A person subscribed to receive email or SMS communication.

SuppressionListDefinition

Table

A suppression list that can be associated with different contexts.

TriggeredSendDefinition

Table

To create or update a TriggeredSendDefinition where the list ID is the All Subs List ID, you need the Email | Subscribers | All Subscribers | View and SendEmailToList permissions.

Automation

View

Defines an automation that exists within Automation Studio for an account.

BounceEvent

View

Contains SMTP and other information pertaining to the specific event of an email message bounce.

ClickEvent

View

Contains time and date information, as well as a URL ID and a URL, regarding a click on a link contained in a message.

DataExtensionField

View

Represents a field within a data extension.

DataExtensionTemplate

View

Represents a data extension template within an account.

DataFolder

View

Represents a folder in a Marketing Cloud account

DoubleOptInMOKeyword

View

The DoubleOptInMOKeyword object defines an MO keyword, allowing a mobile user to subscribe to SMS messages using a double opt-in workflow.

FileTriggerTypeLastPull

View

Reserved for future use.

ForwardedEmailEvent

View

Indicates a subscriber used the Forward To A Friend feature to send an email to another person.

ForwardedEmailOptInEvent

View

Specifies an opt-in event related to a Forward To A Friend event.

HelpMOKeyword

View

Defines actions associated with the HELP SMS keyword for an account.

ImportResultsSummary

View

A retrieve-only object that contains status and aggregate information on an individual import started from an ImportDefinition.

LinkSend

View

Provides information about a link in a send.

ListSend

View

Specifies retrieve-only properties associated with the list(s) for a completed send.

ListSubscriber

View

Retrieves subscribers for a list or lists for a subscriber.

MessagingVendorKind

View

Contains the vendor details for an SMS (short message service) or voice messaging vendor. Deprecated.

NotSentEvent

View

Contains information on when email message failed to be sent.

OpenEvent

View

Contains information about the opening of a message send by a subscriber.

PrivateIP

View

The PrivateIP object contains information on private IP address to be used as part of messages sends.

Publication

View

Reserved for future use.

PublicationSubscriber

View

Describes subscriber on a publication list.

PublicKeyManagement

View

Reserved for future use.

ResultItem

View

Contains results of asynchronous API call.

ResultMessage

View

Message containing results of async call.

Role

View

Defines roles and permissions assigned to a user in an account.

SendEmailMOKeyword

View

Defines the action that sends a triggered email message to the email addresses defined in an MO message.

SendSMSMOKeyword

View

Defines actions to take when the specified MO keyword is received.

SendSummary

View

A retrieve only object that contains summary information about a specific send event.

SentEvent

View

Contains tracking data related to a send, including information on individual subscribers.

SMSMTEvent

View

Contains information on a specific SMS message sent to a subscriber.

SMSSharedKeyword

View

Contains information used to request a keyword for use with SMS messages in a Marketing Cloud account.

SMSTriggeredSendDefinition

View

Defines the send definition for an SMS message.

SubscriberList

View

Use to retrieve lists for a specific subscriber.

SubscriberSendResult

View

Reserved for future use.

SuppressionListContext

View

Defines a context that a SuppressionListDefinition can be associated with.

SurveyEvent

View

Contains information on when a survey response took place.

Template

View

Represents an email template in a Marketing Cloud account.

TimeZone

View

Represents a specific time zone in the application.

TriggeredSendSummary

View

Summary of results for a specific triggered send.

UnsubEvent

View

Contains information regarding a specific unsubscription action taken by a subscriber.

UnsubscribeFromSMSPublicationMOKeyword

View

Defines keyword used by a subscriber to unsubscribe from an SMS publication list.