MS Excel Salesforce Connector

In this article you will learn, how to integrate Salesforce data to MS Excel without coding in 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 API Connector you will be able to connect, read and write data from within MS Excel. Let's take a look at the steps below to see how exactly to accomplish that.

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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, which later will be able to get using MS Excel. Perform these steps:
  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a User Data Source (User DSN) based on ZappySys Salesforce Driver:

    Create new Salesforce Driver

    You should create System DSN if client application is launched under Windows System Account, e.g. as a Windows Service.
    Launch ODBC Data Sources 32-bit version in case your client application is a 32-bit (x86) application (required only for System DSN).
  4. Now, we need SalesForce Connection. Lets create it. ODBC SalesForce Driver - Create Connection

  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%'
    ZappySys ODBC Driver - Select Table and Preview Data
  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:
    Create ODBC data source in Excel

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

    SalesforceDSN
    Select DSN data source in Excel

  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
    Excel DSN Authentication

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

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

Create Custom Store Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Store Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Store Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Store Procedure Name

  3. Select the created Store Procedure and write the your desired store procedure and Save it and it will create the custom store procedure in the ZappySys Driver:
    Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

    CREATE PROCEDURE [usp_get_orders]
    @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
    AS
    SELECT * FROM Orders where OrderDate >= '<@fromdate>'

    ZappySys Driver - Create Custom Store Procedure

  4. That's it now go to Preview Tab and Execute your Store Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:

    Exec usp_get_orders '1996-01-01'

    ZappySys Driver - Execute Custom Store Procedure

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you dont have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
    Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here

    SELECT
    "ShipCountry",
    "OrderID",
    "CustomerID",
    "EmployeeID",
    "OrderDate",
    "RequiredDate",
    "ShippedDate",
    "ShipVia",
    "Freight",
    "ShipName",
    "ShipAddress",
    "ShipCity",
    "ShipRegion",
    "ShipPostalCode"
    FROM "Orders"
    Where "ShipCountry"='USA'

    ZappySys Driver - Create Custom Table

  5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:

    SELECT * FROM "vt__usa_orders_only"

    ZappySys Driver - Execute Custom Virtual Table Query

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).

Documentation 

Other App Integration scenarios for Salesforce

Other API Connectors for MS Excel


Documentation 

  • 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 realtime 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