Salesforce Marketing Cloud connector

Use your Salesforce Marketing Cloud data for reporting, automation and AI.

Data Panda brings your Salesforce Marketing Cloud data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Salesforce Marketing Cloud

About Salesforce Marketing Cloud

Where your enterprise journeys really run.

Salesforce Marketing Cloud started as ExactTarget, founded in Indianapolis in 2000 by Scott Dorsey, Chris Baggott and Peter McCormick. Salesforce bought the company in 2013 for 2.5 billion dollars and renamed it Salesforce Marketing Cloud in October 2014. Pardot was folded in as Marketing Cloud Account Engagement in 2022, and the original email-and-journeys product is now positioned as Marketing Cloud Engagement inside a wider suite that also includes Account Engagement, Intelligence (formerly Datorama), Personalization (formerly Interaction Studio) and Data Cloud.

Unlike list-based email tools, Marketing Cloud is built around Data Extensions: custom relational tables that hold subscribers, behaviour and any business data you choose to push in. Journey Builder orchestrates email, SMS, push, in-app and Salesforce CRM actions across those tables, and AMPscript handles personalisation that goes past merge fields. That flexibility is the reason large B2C brands, financial services and healthcare payers stay on it, and it is also the reason the average Marketing Cloud tenant has hundreds of Data Extensions nobody fully owns.

Pulling Marketing Cloud into a warehouse is how you get the picture that sits outside the tool. Sends, opens, clicks, bounces, unsubscribes, journey entries and exits, Business Units and Data Extensions all land next to Salesforce CRM Opportunities, Commerce orders and finance. A journey that looks green on the Journey Builder dashboard gets one honest number: how many of the contacts it touched bought something, renewed, or churned six months later.

What your Salesforce Marketing Cloud data is for

What you get once Salesforce Marketing Cloud is connected.

Journey-wide reporting

Sends, journeys and Data Extensions on one timeline, tied to CRM opportunities and invoiced revenue.

Journey entry-to-conversion funnel per Business Unit and per brand
Channel drop-off across email, SMS, push and in-app on the same journey
Deliverability, complaints and unsubscribes per IP pool and per sender domain

Cross-stack automation

Let the warehouse feed Data Extensions instead of queuing nightly CSV uploads.

Salesforce CRM opportunity and case state drives journey entry
Commerce orders and product catalogue refresh Data Extensions the same hour
Suppression lists rebuilt nightly from finance, legal and preference-centre data

AI workflows

Turn journey and send history into scoring that reshapes the next contact before it goes out.

Next-best-channel scoring per contact across email, SMS and push
Journey propensity scoring per cohort before the journey fires
Churn-risk scoring on paying customers with dropping engagement

Custom apps on your data

Internal tools on Marketing Cloud data for teams that do not open Marketing Cloud.

Journey-ROI board with attributed revenue per Business Unit
Data Extension inventory with owner, freshness and downstream journey usage
Preference-centre lookup across brands for legal and customer service

Use cases

Use cases we deliver with Salesforce Marketing Cloud data.

A list of concrete reports, automations and AI features we have built on Salesforce Marketing Cloud data. Pick the one that matches your situation.

Journey-to-revenueConversion, renewal and cancellation tied to the journey that touched the contact.

Cross-channel drop-offWhere contacts leave a journey between email, SMS, push and in-app.

Business Unit comparisonDeliverability and conversion per Business Unit, per brand, per region.

Data Extension inventoryEvery extension, its owner, row count, freshness and downstream journey.

Cross-brand subscriber overlapContacts receiving messages from two or more brands in the same group.

Sender reputationBounce, complaint and unsubscribe rates per sending domain and IP pool.

Preference-centre driftWhere subscriber preferences disagree between Marketing Cloud and CRM.

AMPscript auditWhich sends depend on AMPscript blocks and which blocks still compile.

Message fatigueContacts hit by three or more journeys across channels in seven days.

Triggered send auditWhich transactional triggered sends still fire and which have silently stopped.

Inactive suppressionContacts who opened nothing for twelve months, by brand.

CRM-to-journey handoffHow Salesforce CRM stage changes drive journey entries and exits.

Real business questions

Answers you will finally get.

Which journey is really producing paying customers?

Journey entry tied to Salesforce CRM opportunity outcome and, where it applies, invoiced revenue sixty days later. Splits the journey that looks green in Journey Builder but produces nothing downstream from the journey that opens badly and yet quietly fills the pipeline, which is the split that decides where next quarter's design time is worth spending.

How many Data Extensions does nobody own anymore?

Data Extension inventory with last-updated date, row count, downstream journey references and admin owner resolved against the directory. Lists the extensions feeding live journeys that have not refreshed in ninety days, which is the fastest way to find subscribers being messaged on stale segmentation.

Where in the journey are contacts falling out between channels?

Step-by-step journey conversion with channel per step, so an email-to-SMS step that drops eighty percent of contacts shows up as the bottleneck. Surfaces the journeys whose email-only metrics look fine and whose SMS or push step is quietly losing the audience, a pattern that single-channel journey reports inside Marketing Cloud do not flag on their own.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Marketing Cloud licence, sending fees (SMS, push) and journey spend in one view with CRM opportunity value and invoiced revenue per journey. The enterprise marketing budget stops being defended on opens and starts being defended on pipeline attached to specific Business Units.

For sales leaders

Salesforce CRM contacts with their full Marketing Cloud journey history on the Account page before the AE calls. Reps see which journeys the contact is currently in, which SMS they answered and which email they ignored, instead of piecing it together from two tabs.

For operations

Data Extension inventory, preference-centre drift and sender-reputation trend across Business Units and brands. The extension that nobody refreshes and the sender domain drifting toward a complaint-rate threshold surface as data before a deliverability call with the ISP.

Ideas

What you can automate with Salesforce Marketing Cloud.

Salesforce Marketing Cloud

Pair with Salesforce

Sync Salesforce CRM and Marketing Cloud on the same Account and Contact

Salesforce Sales Cloud Accounts, Contacts, Opportunities and Cases flow into Marketing Cloud Data Extensions and back. Journey Builder can trigger on a stage change in CRM, pause the nurture when a Case is open, and write journey membership back on the Contact record so the AE sees the same history the marketer does.

Salesforce Marketing Cloud

Pair with Shopify

Feed Shopify orders into Marketing Cloud journeys

Shopify orders, refunds, product catalogue and customer records push into Marketing Cloud as Data Extensions, refreshed within the hour. Post-purchase journeys, browse-abandon flows and loyalty nudges run on real order data instead of a nightly CSV, and the winback journey can exclude customers who already reordered today.

Salesforce Marketing Cloud

Pair with MS Dynamics 365 CRM

Bring Dynamics 365 CRM signals into a Marketing Cloud journey

For multi-brand groups running Dynamics on one business line and Salesforce on another, Dynamics Accounts, Contacts and Opportunities push into Marketing Cloud Data Extensions next to Salesforce data. One journey can be driven by both CRM systems, and cross-brand subscriber overlap becomes visible instead of hiding inside two separate tenants.

Salesforce Marketing Cloud

Pair with Google Analytics GA4

Route GA4 behavioural audiences into Marketing Cloud Data Extensions

GA4 audiences defined on on-site behaviour, product-page views and funnel drop-off push into Marketing Cloud as Data Extensions and journey entry sources. A winback journey can target customers who visited the pricing page three times without starting a purchase, a web signal that sends and opens inside Marketing Cloud never see.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Salesforce Marketing Cloud data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From Salesforce Marketing Cloud to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

Salesforce Marketing Cloud connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Does the sync handle multiple Business Units and brands?

Yes. Each Business Unit lands in its own schema, with a shared subscriber and journey dimension on top. Holding groups with several brands on one Marketing Cloud tenant get isolation per Business Unit and a deduped subscriber view at group level, so cross-brand overlap reporting does not require exporting Data Extensions by hand.

How are Data Extensions tracked when schemas change?

Data Extensions land in the warehouse as they arrive. New ones appear as new tables on the next run. Columns added, renamed or removed are tracked as slowly-changing dimensions, so a journey report from six months ago stays readable when an admin reshapes the extension it depends on.

Does the connector still work if we are on the ExactTarget or Marketing Cloud Engagement brand?

Yes. ExactTarget was acquired by Salesforce in 2013, rebranded to Salesforce Marketing Cloud in October 2014, and the email-and-journeys product is now positioned as Marketing Cloud Engagement. The underlying API and object model continued across those renames, so an older tenant set up under the ExactTarget name syncs without rebuilding the integration.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your Salesforce Marketing Cloud setup and the systems around it. Together we pick the first thing worth building.

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