Salesforce Connector for MS Access
In this article you will learn how to integrate Using Salesforce Connector you will be able to connect, read, and write data from within MS Access. Follow the steps below to see how we would accomplish that. The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. |
Connect to Salesforce in other apps
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Create ODBC Data Source (DSN) based on ZappySys Salesforce Driver
Step-by-step instructions
To get data from Salesforce using MS Access we first need to create a DSN (Data Source) which will access data from Salesforce. We will later be able to read data using MS Access. Perform these steps:
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Install ZappySys ODBC PowerPack.
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Open ODBC Data Sources (x64):
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Create a User Data Source (User DSN) based on ZappySys Salesforce Driver
ZappySys Salesforce Driver
You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version. -
Now, we need SalesForce Connection. Lets create it.
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Now, When you see DSN Config Editor with zappysys logo first thing you need to do is change default DSN Name at the top and Click on Preview Tab, Select Table from Tables Dropdown or you can enter or modify a SOQL query and click on Preview Data.
This example shows how to write simple SOQL query (Salesforce Object Query Language). It uses WHERE clause. For more SOQL Queries click here.
SOQL is similar to database SQL query language but much simpler and many features you use in database query may not be supported in SOQL (Such as JOIN clause not supported). But you can use following Queries for Insert, Update, Delete and Upsert(Update or Insert record if not found).SELECT * FROM Account WHERE Name like '%Oil%'
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Click OK to finish creating the data source
Video instructions
Read data in Microsoft Access from the ODBC data source
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First of all, open MS Access and create a new MS Access database.
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In the next step, start loading ODBC data source we created:
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Then click next until data source selection window appears. Select the data source we created in one of the previous steps and hit OK:
SalesforceDSN
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Continue with tables and views selection. You can extract multiple tables or views:
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Finally, wait while data is being loaded and once done you should see a similar view:
Using Linked Table for Live Data (Slow)
Linked tables in Microsoft Access are crucial for online databases because they enable real-time access to centralized data, support scalability, facilitate collaboration, enhance data security, ease maintenance tasks, and allow integration with external systems. They provide a flexible and efficient way to work with data stored in online databases, promoting cross-platform compatibility and reducing the need for data duplication.
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Real-Time Data Access:
Access can interact directly with live data in online databases, ensuring that users always work with the most up-to-date information. -
Centralized Data Management:
Online databases serve as a centralized repository, enabling efficient management of data from various locations. -
Ease of Maintenance:
Updates or modifications to the online database structure are automatically reflected in Access, streamlining maintenance tasks. -
Adaptability to Changing Requirements:
Linked tables provide flexibility, allowing easy adaptation to changing data storage needs or migration to different online database systems.
Let's create the linked table.
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Launch Microsoft Access and open the database where you want to create the linked table.
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Go to the "External Data" tab on the Ribbon. >> "New Data Source" >> "From Other Sources" >> "ODBC Database"
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Select the option "Link to Data Source by creating a linked table:
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Continue by clicking 'Next' until the Data Source Selection window appears. Navigate to the Machine Data Source tab and select the desired data source established in one of the earlier steps. Click 'OK' to confirm your selection.
SalesforceDSN
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Proceed to the selection of Tables and Views. You have the option to extract multiple tables or views:
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When prompted to select Unique Key column DO NOT select any column(s) and just click OK:
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Finally, Simply double-click the newly created Linked Table to load the data:
Guide to Effectively Addressing Known Issues
Discover effective strategies to address known issues efficiently in this guide. Get solutions and practical tips to streamline troubleshooting and enhance system performance, ensuring a smoother user experience.
Fewer Rows Imported
The reason for this is that MS Access has a default query timeout of 60 seconds, which means it stops fetching data if the query takes longer than that. As a result, only a limited number of rows are fetched within this time frame.
To address this, we can adjust the Query Timeout by following the steps below.
The path may vary depending on the MS Access bitness, such as 32-bit versus 64-bit.
\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Jet\4.0\Engines\ODBC
\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Microsoft\Jet\4.0\Engines\ODBC
\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\ClickToRun\REGISTRY\MACHINE\Software\Microsoft\Office\16.0\Access Connectivity Engine\Engines\ODBC
We can identify this issue by examining the Fiddler Log, as MS Access doesn't display any error regarding partial import, which is quite unusual
Please refer to this link : How to use Fiddler to analyze HTTP web requests
#Deleted word appears for column value in MS Access for Linked Table mode
If you used Linked Table mode to get external data and it shows #deleted word rather than actual value for column after you open then most likely its following issue.
Make sure to re-create Linked Table and DO NOT select any key column when prompted (Just click OK)
How to Fix
Table Selection UI Opening Delays
The Table selection UI takes a significant amount of time to open after clicking the 'New Data Source' -> 'Other Data Sources' -> 'ODBC'
The reason for this issue is that MS Access sends a dummy query, leading to several unnecessary pagination cycles before an error is thrown. To mitigate this, we can prevent wasted cycles by configuring the 'Throw error if no match' setting on the Filter Options Tab.
Enhancing Performance through Metadata Addition (Reduces Query Time)
We can optimize query performance by creating Virtual Tables (i.e. views with custom SQL) on Datasource and incorporating META=static columns. Learn how to capture static metadata in this guide.
Performance Options - Generate Metadata Manually
Execute the query initially, save the metadata by selecting 'Save to Meta' (choose Compact Format), and then click 'Save to Clipboard.' Utilize the resulting list by pasting it into the META attribute as follows: 'META=paste here.'
SELECT * FROM products
WITH(
META='id:String(20); title:String(100); description:String(500);'
)
Optimize Workflow with Automated Import
Employ Automated Import when Linked Tables are not feasible, and we need to depend on Imported Tables with static data.
While using Linked Tables sometime it encounter errors, and we are left with no alternative but to utilize Imported Tables, Automatic Refresh becomes crucial in such scenarios.
Here's a guide on automating refreshes. We can set up automatic refresh on different events, such as when the database opens, a form is opened, or a button is clicked.
To initiate the import process, follow these steps:
- Perform the data import using the standard manual steps.
- In the final step, we'll encounter a checkbox labeled 'Save Import Steps.' Ensure to check this option.
- After saving the steps, we can locate their name in the Save Imports UI. Identify the name associated with the saved steps.
- "Now, we can execute the code as shown below:"
Private Sub cmdYes_Click()
Label0.Visible = True
DoCmd.RunSavedImportExport "Import-DATA.products"
Label0.Visible = False
End Sub
Conclusion
In this article we discussed how to connect to Salesforce in MS Access and integrate data without any coding. Click here to Download Salesforce Connector for MS Access and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).
Download Salesforce Connector for MS Access
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