How to integrate Metabase with Salesforce Marketing Data

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect AI, users can easily create visualizations and dashboards linked to live Salesforce Marketing data. This article describes how to connect to Salesforce Marketing and build a simple visualization using Salesforce Marketing data.

CData Connect provides a pure cloud-to-cloud interface for Salesforce Marketing, allowing you to easily integrate with live Salesforce Marketing data in Metabase — without replicating the data. Connect looks exactly like a SQL Server database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Salesforce Marketing, leveraging server-side processing to quickly return Salesforce Marketing data.

Configure Salesforce Marketing Connectivity for Metabase

Connectivity to Salesforce Marketing from Metabase is made possible through CData Connect AI. To work with Salesforce Marketing data from Metabase, 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
   

Add a Personal Access Token

When connecting to Connect AI 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 AI. 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 AI 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. 👁 Creating a new PAT
   
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 Metabase.

Connect to CData Connect AI from Metabase

After creating the connection in Connect AI, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect AI.

1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab 👁 Adding a new database connection to Metabase.
   
2. Configure the connection to Connect AI and click "Save"
   • Database type: Select "SQL Server"
   • Name: Name the connection (e.g. "Salesforce Marketing (Connect AI)")
   • Host: tds.cdata.com
   • Port: 14333
   • Database name: The name of the connection you just created (e.g. SFMarketingCloud1)
   • Username: A Connect AI username (e.g. [email protected])
   • Password: The PAT previously created
   • Click to Use a secure connection (SSL)
   👁 Configuring the connection to Connect AI.
   

Execute Salesforce Marketing Data with Metabase

Once you configure the connection to Connect AI, you can query Salesforce Marketing and build visualizations.

1. Use the "Write SQL" tool to retrieve the Salesforce Marketing data 👁 Click the 'Write SQL' button.
   
2. Write a SQL query based on the Salesforce Marketing connection in CData Connect AI, e.g.
   
   

   SELECT Id, Status FROM Subscriber

   👁 Collected data (Salesforce is shown).
   
3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization 👁 Collected data (Salesforce is shown).
   

More Information & Free Trial

At this point, you have built a simple visualization from Salesforce Marketing data in Metabase. You can continue to work with live Salesforce Marketing data in Metabase just like you would any SQL Server database. For more information on creating a live connection to Salesforce Marketing (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Salesforce Marketing data in Metabase today.