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PENTAHO DATA INTEGRATION SALESFORCE HOW TO
PENTAHO DATA INTEGRATION SALESFORCE INSTALL
PENTAHO DATA INTEGRATION SALESFORCE DRIVER
PENTAHO DATA INTEGRATION SALESFORCE ARCHIVE

Packages can be built by using the following command: $ mvn clean package The build result will be a Pentaho package located in target. Optionally you can specify =true to skip the tests (even though Optionally you can specify -Drelease to trigger obfuscation and/or uglification (as needed)

PENTAHO DATA INTEGRATION SALESFORCE INSTALL

This is a Maven project, and to build it use the following command: $ mvn clean install

This settings.xml in your /.m2 directory.

Pentaho Data Integration uses the Maven framework.

PENTAHO DATA INTEGRATION SALESFORCE ARCHIVE

Project distribution archive is produced under this module

Finally, run the report to see the chart.Pentaho Data Integration ( ETL ) a.k.a Kettle Project Structure.

You can use the results of this query to create a simple chart for the Subscriber table.

Drag a chart onto your report and double-click it to edit the chart.

You are now ready to create a report with Salesforce Marketing data.Īdd the Salesforce Marketing source to your report: Click Data -> Add Data Source -> JDBC and select the data source.Ĭonfigure the query.

Password: The password to authenticate with.Īdd Salesforce Marketing Data to a Report.

User Name: The username to authenticate with.

This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.īelow is a typical JDBC URL: jdbc:sfmarketingcloud:User=myUser Password=myPassword InitiateOAuth=GETANDREFRESH When you configure the JDBC URL, you may also want to set the Max Rows connection property. Java -jar įill in the connection properties and copy the connection string to the clipboard. Either double-click the JAR file or execute the jar file from the command-line.

Built-in Connection String Designerįor assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce Marketing JDBC Driver. The default Instance is s7 of the Web Services API however, if you use a different instance, you can set Instance. Set UseSandbox to true to use a Salesforce Marketing Cloud sandbox account. 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.Ĭonnecting to the Salesforce Marketing Cloud APIsīy default, the data provider connects to production environments. This starts with jdbc:sfmarketingcloud: and is followed by a semicolon-separated list of connection properties.Īuthenticating to the Salesforce Marketing Cloud APIs In the resulting dialog, configure the connection properties as shown below.Ĭustom Connection URL property: Enter the JDBC URL.

PENTAHO DATA INTEGRATION SALESFORCE DRIVER

Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.Ĭreate a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Salesforce Marketing connection.

Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.

PENTAHO DATA INTEGRATION SALESFORCE HOW TO

This article shows how to connect to Salesforce Marketing data as a JDBC data source and publish reports based on Salesforce Marketing data in Pentaho. The CData JDBC Driver for Salesforce Marketing data enables access to live data from dashboards and reports.