Salesforce Connector for MS Excel 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. 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). Let's follow the steps below to see how we can accomplish that! Download Documentation 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.

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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 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

   
   • 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.

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

Video instructions

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, 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. 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

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