MS Excel Salesforce Connector In this article you will learn how to integrate Salesforce data to MS Excel without coding in just a few clicks (live / bi-directional connection to Salesforce). Salesforce Connector can be used to extract/load large amount of data from/in Salesforce.com without any programming. You can use simple Table mode or Query mode with full SOQL query language support (SOQL=Salesforce.com Object Query Language).. Using Salesforce Connector you will be able to connect, read, and write data from within MS Excel. Follow the steps below to see how we would accomplish that. Download  Help File  Buy  Driver mentioned in this article 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. ODBC PowerPack - System Requirements and Installation Getting Started - Using ODBC PowerPack ODBC API Driver Help File

See also Connect Salesforce in SSIS Connect Salesforce in SQL Server Connect Salesforce in Power BI Connect Salesforce in SSRS Connect Salesforce in Informatica Connect Salesforce in MS Access Connect Salesforce in SSAS Connect Salesforce in C# Connect Salesforce in Python Connect Salesforce in JAVA Connect Salesforce in Tableau Connect Salesforce in SAP Crystal Reports Connect Salesforce in Azure Data Factory (ADF) Connect Salesforce in ODBC

Create ODBC Data Source (DSN) based on ZappySys Salesforce Driver

To get data from Salesforce using MS Excel 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 Excel. Perform these steps:

1. Install ZappySys ODBC PowerPack.

2. Open ODBC Data Sources (x64):
   

3. 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.

4. Now, we need SalesForce Connection. Lets create it.

5. 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%'
   

6. Click OK to finish creating the data source

Read data in Excel from the DSN

1. In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from ODBC data source we created:
   

2. A small window opens, then simply select the data source you created in previous steps:

   SalesforceDSN

   

3. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

   SalesforceDSN

   

4. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
   

5. Finally, use data extracted from Salesforce API in an Excel worksheet:
   

Conclusion

In this article we discussed how to connect to Salesforce in MS Excel and integrate data without any coding. Click here to Download Salesforce Connector for MS Excel 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 Excel Documentation 

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Download Salesforce Connector for MS Excel Documentation 

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