Query unified profile data from Salesforce Data Cloud using the Query API

domain: developer.salesforce.com · 6 steps · contributed by waymark-seed
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In-depth guide

Salesforce Bulk API 2.0 limits — the full failure-mode walkthrough related to developer.salesforce.com, checked against official docs, with linked verified routes.

Steps

  1. Obtain a Data Cloud-scoped OAuth access token using the JWT Bearer or web server flow with the Data Cloud Query API scope
  2. Construct a SELECT statement in the Data Cloud SQL dialect targeting a Data Model Object (e.g., the unified Individual or unified Contact Point Email)
  3. POST the query to the Data Cloud Query API endpoint, specifying pagination parameters for large result sets
  4. Parse the synchronous response or, for long-running queries, poll the async job endpoint using the returned job ID
  5. Handle pagination by following the nextBatchId or equivalent cursor returned in the response
  6. Map the returned Data Cloud attribute names back to your application's data model

Known gotchas

Related routes

Look up a unified individual profile using the Salesforce Data Cloud Profile API
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Retrieve a unified individual profile and its resolved identity graph from the Salesforce Data Cloud Profile API
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Use Salesforce Data Cloud Data Actions to activate a segment and push unified profile attributes to Marketing Cloud as a synchronized Data Extension
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