Salesforce Connector for MS Excel How to Test Connection

Introduction

In this article we will delve deeper into Salesforce and MS Excel integration, and will learn how to test connection. 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.

Use Query Builder to generate SQL query

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

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SalesforceDSN
Then simply select the Test Connection 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:

Test Connection

This Endpoint has no parameters.

SELECT * FROM test_connection

That's it! You can use this query in MS Excel.

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.

SQL query examples

Use these SQL queries in your MS Excel data source:

How to Test connection

SELECT * FROM test_connection

Test Connection in MS Excel

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:

Refresh data source in Excel

When data updates in Salesforce, it is not automatically refreshed in Excel. To update the worksheet, go to Data or Table Design tab and click the Refresh button: