Salesforce Connector for MS ExcelSalesforce 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). In this article you will learn how to quickly and efficiently integrate Salesforce data in MS Excel without coding. We will use high-performance Salesforce Connector to easily connect to Salesforce and then access the data inside MS Excel. Let's follow the steps below to see how we can accomplish that! Salesforce Connector for MS Excel is based on ZappySys Salesforce Driver which is part of ODBC PowerPack. It is a collection of high-performance ODBC drivers that enable you to integrate data in SQL Server, SSIS, a programming language, or any other ODBC-compatible application. ODBC PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few. |
Connect to Salesforce in other apps
|
Create ODBC Data Source (DSN) based on ZappySys Salesforce Driver
Step-by-step instructions
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:
-
Download and install ODBC PowerPack.
-
Open ODBC Data Sources (x64):
-
Create a User data source (User DSN) based on ZappySys Salesforce Driver
ZappySys Salesforce Driver
-
Create and use User DSN
if the client application is run under a User Account.
This is an ideal option
in design-time , when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit. -
Create and use System DSN
if the client application is launched under a System Account, e.g. as a Windows Service.
Usually, this is an ideal option to use
in a production environment . Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
-
Create and use User DSN
if the client application is run under a User Account.
This is an ideal option
-
Now, we need SalesForce Connection. Lets create it.
-
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%'
-
Click OK to finish creating the data source
Video Tutorial
Read data in Excel from the DSN
-
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:
-
A small window opens, then simply select the data source you created in previous steps:
SalesforceDSN
-
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
-
Finally, you will be asked to select a table or view to get data from. Select one and load the data!
-
Finally, finally, use data extracted from Salesforce API in an Excel worksheet:
Conclusion
In this article we showed you how to connect to Salesforce in MS Excel and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys Salesforce Driver allows you to connect not only to Salesforce, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).
We encourage you to download Salesforce Connector for MS Excel and see how easy it is to use it for yourself or your team.
If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.
Download Salesforce Connector for MS Excel Documentation
More integrations
Other connectors for MS Excel
Other application integration scenarios for Salesforce
How to connect Salesforce in MS Excel?
How to get Salesforce data in MS Excel?
How to read Salesforce data in MS Excel?
How to load Salesforce data in MS Excel?
How to import Salesforce data in MS Excel?
How to pull Salesforce data in MS Excel?
How to push data to Salesforce in MS Excel?
How to write data to Salesforce in MS Excel?
How to POST data to Salesforce in MS Excel?
Call Salesforce API in MS Excel
Consume Salesforce API in MS Excel
Salesforce MS Excel Automate
Salesforce MS Excel Integration
Integration Salesforce in MS Excel
Consume real-time Salesforce data in MS Excel
Consume real-time Salesforce API data in MS Excel
Salesforce ODBC Driver | ODBC Driver for Salesforce | ODBC Salesforce Driver | SSIS Salesforce Source | SSIS Salesforce Destination
Connect Salesforce in MS Excel
Load Salesforce in MS Excel
Load Salesforce data in MS Excel
Read Salesforce data in MS Excel
Salesforce API Call in MS Excel