Salesforce SOQL Technical Vendor

You can use Workbench to build your query.

Note Workbench is no longer a supported tool. Contact Salesforce support if you need extra help.

Channel: Salesforce can be used for different purposes, the most common uses relate to the CRM, Buy Data and Product Data Stream Types. Be sure to check which Data Stream Type best suits your needs, if no existing Data Stream Type seems appropriate, use the Generic Data Stream Type.

Data Lagging: 1 day.

Prerequisites

• Salesforce username and password.

Details

• In the CRM Data Stream Type the Marketing Cloud Intelligence Data Pipelines platform relies on the Modified Date, Stage, and Status fields to display the data correctly, therefore it’s important you retrieve these fields.
• Under Retrieval Settings, choose to exclude deleted or archived Entities by selecting the appropriate checkbox.

General Settings

• From the Data Stream Type dropdown list, select the Data Stream Type you’re pulling data for.
• From the Data Stream Source dropdown list, select the source you’re pulling data for.
• From the Default Channel Name dropdown list, select the Channel Name you’re pulling data for.

Advanced Settings

This section allows you to define advanced settings for your API connector and are the same for all API connectors.

Extended Properties

None.

Known Issues

• Marketing Cloud Intelligence Data Pipelines doesn’t support the Sandbox connection.

How to QA Your Data

This section describes how to make sure your Data is working in Marketing Cloud Intelligence Data Pipelines.

• Create the desired report in the Salesforce SOQL UI for the required date range.
• Next, process the relevant Data Stream in Marketing Cloud Intelligence Data Pipelines for the same date range.
• Create a Report/Pivot Table within Marketing Cloud Intelligence Data Pipelines containing the exact same Dimensions and Measurements for the same report and date range.
• Compare the Measurement Totals and make sure they’re aligned.