This page provides you with instructions on how to extract data from Salesforce Marketing Cloud Email Studio and analyze it in Metabase. (If the mechanics of extracting data from Salesforce Marketing Cloud Email Studio seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)
What is Salesforce Marketing Cloud?
Salesforce Marketing Cloud is a marketing automation platform for B2B and B2C marketing. Salesforce Marketing Cloud Email Studio (known as ExactTarget before the company that created it was purchased by Salesforce in 2013) lets businesses create scalable data-based email marketing campaigns. The data it tracks (e.g. open and bounce rates) can be accessed by other parts of the Marketing Cloud platform, which also comprises social media marketing, digital advertising, and mobile messaging components.
Getting data out of Salesforce Marketing Cloud
Marketing Cloud offers two APIs:
- A REST API that exposes access to a range of Marketing Cloud capabilities
- A SOAP API that provides access to most email functionality, including tracking, subscribers and lists, automations, and content
The SOAP API uses SOAP envelopes to pass SOAP data. A call to retrieve all messages sent since the last batch might look like this.
<Envelope xmlns="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <Header> <Security xmlns="https://www.marketingcloud.com/"> <fueloauth>YOUR_ACCESS_TOKEN</fueloauth> </Security> </Header> <Body> <RetrieveRequestMsg xmlns="http://exacttarget.com/wsdl/partnerAPI"> <RetrieveRequest> <ObjectType>SentEvent</ObjectType> <Properties>SubscriberKey</Properties> <Properties>EventDate</Properties> <QueryAllAccounts>false</QueryAllAccounts> <Filter xsi:type="SimpleFilterPart"> <Property>SendID</Property> <SimpleOperator>equals</SimpleOperator> <Value>12345</Value> </Filter> <RetrieveAllSinceLastBatch>true</RetrieveAllSinceLastBatch> </RetrieveRequest> </RetrieveRequestMsg> </Body> </Envelope>
Sample Salesforce Marketing Cloud Email Studio data
The Email Studio API returns information in a SOAP envelope. You have to parse all the attributes before loading the data into your data warehouse. Here's an example of what some of the data for that call to retrieve all messages might look like.
<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:wsa="http://schemas.xmlsoap.org/ws/2004/08/addressing" xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd" xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-utility-1.0.xsd"> <soap:Header> <wsa:Action>RetrieveResponse</wsa:Action> <wsa:MessageID>urn:uuid:cdb7b621-8341-4a35-840d-c4ec56fb8a6d</wsa:MessageID> <wsa:RelatesTo>urn:uuid:e6a83541-3ae7-412d-9412-d40ee321c4aa</wsa:RelatesTo> <wsa:To>http://schemas.xmlsoap.org/ws/2004/08/addressing/role/anonymous</wsa:To> </soap:Header> <soap:Body> <RetrieveResponseMsg xmlns="http://exacttarget.com/wsdl/partnerAPI"> <OverallStatus>OK</OverallStatus> <RequestID>cefcfd29-d44f-4bbd-9188-e2bd51e2de5f</RequestID> <Results xsi:type="SentEvent"> <PartnerKey xsi:nil="true"/> <ObjectID xsi:nil="true"/> <SubscriberKey>firstname.lastname@example.org</SubscriberKey> <EventDate>2017-03-26T10:02:01.987</EventDate> </Results> <Results xsi:type="SentEvent"> <PartnerKey xsi:nil="true"/> <ObjectID xsi:nil="true"/> <SubscriberKey>email@example.com</SubscriberKey> <EventDate>2014-03-26T10:02:01.987</EventDate> </Results> <Results xsi:type="SentEvent"> <PartnerKey xsi:nil="true"/> <ObjectID xsi:nil="true"/> <SubscriberKey>firstname.lastname@example.org</SubscriberKey> <EventDate>2017-03-26T10:02:01.987</EventDate> </Results> </RetrieveResponseMsg> </soap:Body> </soap:Envelope>
Preparing Salesforce Marketing Studio Data
If you don't already have a data structure in which to store the data you retrieve, you'll have to create a schema for your data tables. Then, for each value in the response, you'll need to identify a predefined datatype (INTEGER, DATETIME, etc.) and build a table that can receive them. Salesforce's documentation should tell you what fields are provided by each endpoint, along with their corresponding datatypes.
Complicating things is the fact that the records retrieved from the source may not always be "flat" – some of the objects may actually be lists. This means you'll likely have to create additional tables to capture the unpredictable cardinality in each record.
Keeping Salesforce Marketing Cloud data up to date
At this point you've coded up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.
Instead, identify key fields that your script can use to bookmark its progression through the data and use to pick up where it left off as it looks for updated data. Auto-incrementing fields such as updated_at or created_at work best for this. When you've built in this functionality, you can set up your script as a cron job or continuous loop to get new data as it appears in Email Studio.
And remember, as with any code, once you write it, you have to maintain it. If Salesforce modifies its API, or the API sends a field with a datatype your code doesn't recognize, you may have to modify the script. If your users want slightly different information, you definitely will have to.
From Salesforce Marketing Cloud Email Studio to your data warehouse: An easier solution
As mentioned earlier, the best practice for analyzing Salesforce Marketing Cloud Email Studio data in Metabase is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites Salesforce Marketing Cloud Email Studio to Redshift, Salesforce Marketing Cloud Email Studio to BigQuery, Salesforce Marketing Cloud Email Studio to Azure SQL Data Warehouse, Salesforce Marketing Cloud Email Studio to PostgreSQL, Salesforce Marketing Cloud Email Studio to Panoply, and Salesforce Marketing Cloud Email Studio to Snowflake.
Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to move data from Salesforce Marketing Cloud Email Studio to Metabase automatically. With just a few clicks, Stitch starts extracting your Salesforce Marketing Cloud Email Studio data via the API, structuring it in a way that's optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Metabase.