Create Reports from Salesforce Marketing Data in Looker Studio

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Salesforce Marketing data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Salesforce Marketing and generating reports from Salesforce Marketing data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Salesforce Marketing, making it straightforward to construct reports directly from live Salesforce Marketing data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to Salesforce Marketing. This leverages server-side processing to swiftly provide the requested Salesforce Marketing data.

Configure Salesforce Marketing Connectivity for Looker Studio

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Salesforce Marketing" from the Add Connection panel
👁 Selecting a data source

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

   Authenticating to the Salesforce Marketing Cloud APIs

   Set the and 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 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 .

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Salesforce Marketing Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Visualize Live Salesforce Marketing Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Salesforce Marketing data source and build a simple visualization from the data.

1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
👁 Create a new connection in Looker Studio

2. Click Authorize and allow access to your Google account. 👁 Granting permissions to the Connector
   
3. Click Authorize to authenticate with your CData Connect AI instance 👁 Authenticating with CData Connect AI
   
4. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
👁 Importing from Connections

5. Now select a Connection (e.g. SFMarketingCloud1) and click Next 👁 Selecting a Connection
   
6. Select a Table (e.g. Subscriber) or use a Custom Query and click Connect to continue 👁 Selecting a Table
   
7. If needed, modify columns, click Create Report, and add the data source to the report.
👁 Configuring column definitions

8. Select a visualization style and add it to the report.
9. Select Dimensions and Measures to customize your visualization.
👁 Visualizing Salesforce Marketing data in Looker Studio

Live Access to Salesforce Marketing Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Salesforce Marketing data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Salesforce Marketing data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.