Salesforce Connector for MS Access How to Get Report

Introduction

In this article we will delve deeper into Salesforce and MS Access integration, and will learn how to get report. We are continuing from where we left off. By this time, you must have installed ODBC PowerPack, created ODBC Data Source, and configured authentication settings in your Salesforce account .

So, let's not waste time and begin.

The first thing you have to do is open Query Builder:

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SalesforceDSN
Then simply select the Get Report endpoint (action).
Continue by configuring the Required parameters. You can also set optional parameters too.
Move on by hitting Preview Data button to preview the results.

If you see the results you need, simply copy the generated query:

Get Report

Required Parameters
Metrics	Select the value from the dropdown
Optional Parameters
Record Type	keywords
State Filter
Campaign Type
Segment
Report Date (yyyyMMdd)

SELECT * FROM get_report
WITH
(
    "RecordType" = 'keywords',
    "ReportDate" = 'today',
    "Metrics" = 'abcd-1234-metrics'
)

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

Use these SQL queries in your MS Access data source:

SELECT * FROM get_report
WITH
(
    "RecordType" = 'keywords',
    "ReportDate" = 'today',
    "Metrics" = 'abcd-1234-metrics'
)

First of all, open MS Access and create a new MS Access database.
In the next step, start loading ODBC data source we created:
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
Continue with tables and views selection. You can extract multiple tables or views:
Finally, wait while data is being loaded and once done you should see a similar view: