SalesForce ODBC driver can read data from SalesForce Storage using familiar SQL language. Driver allows to query nested structure and output as flat table.


Video Tutorial


After you install ZappySys ODBC Drivers you can use Driver functionality few ways (see below).
  1. Using ODBC DSN (User level DSN or System level DSN)
  2. Using Direct ODBC Connection String
  3. Connect client app/server from Windows, Linux, Mac OS to ZappySys Data Gateway using Microsoft SQL Server Driver (i.e. JDBC, ODBC, OLEDB ...)
Regardless which method you choose from your App below steps will help you to configure your connectivity in correct way.
If you choose to connect using direct ConnectionString then also try below Steps to create correct ConnectionString which you can copy from DSN Config Tool and paste inside your App / Programming Language Code.

Using ODBC DSN (User level DSN or System level DSN)

Configure DSN

In this section you will learn how to Configure ODBC DSN. Later on this DSN can be used to use ZappySys Driver. ODBC DSN can be stored at Machine Level (for all users) or Current User Level. In this case we are going to load data into Microsoft Excel from SalesForce Storage using ZappySys SalesForce ODBC Driver.
  1. Type odbcad32.exe in your search box and launch the DSN Config utility.
  2. If you want access for yourself then stay of User DSN Tab. If you want grant access other users then go to System DSN tab. For SQL Server Integration go to System Tab and add new System DSN rather than User DSN. Click New button.
    ZappySys ODBC Driver - Open UI
  3. From the Driver list Select ZappySys ODBC Driver. For this example select [ZappySys SalesForce Driver].
    ZappySys ODBC Driver - Create SalesForce Driver
  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. If you are using Direct ConnectionString method in other tool/code then just Click [Copy ConnectionString] button and hit cancel so we don't create DSN.
  7. If you are using DSN method then Click OK to save our DSN Configuration.
  8. Now, lets load data into Excel Sheet Using ODBC DSN.
  9. Open Microsoft Excel, In the Data Menu, select New Query, select From Other Sources and select From ODBC.
    ZappySys SalesForce ODBC Driver : Load Data Into MS-Excel - Select ODBC Source
  10. Now, select DSN we have created and Enter or Copy a SOQL Query from SalesForce Driver and paste into SQL Statement.
    SELECT * FROM Account
    WHERE Name like '%Oil%'
    ZappySys SalesForce ODBC Driver : Load Data Into MS-Excel - Select DSN
  11. Click on OK button.
  12. Now, in the Windows Tab, select an appropriate credentials and click on Connect button.
    ZappySys ODBC Driver - Create Credentials
  13. Now, click on load and select Load To... for load data into Microsoft Excel.
    ZappySys SalesForce ODBC Driver : Load Data Into MS-Excel - Select Table
  14. Select New Worksheet for the data should be loaded.
    ZappySys SalesForce ODBC Driver : Load Data Into MS-Excel - Select Table
  15. Click on Load button to load data.
  16. You can verify your data.
    ZappySys SalesForce ODBC Driver : Load Data Into MS-Excel - Success

Access Driver inside SQL Server (T-SQL Code)

Click here for steps to create, Loading data inside SQL Server (T-SQL).

Access Driver inside Other Tools / Programming Languages

Click here for App Integration (ETL, Reporting, Analytics).

Click here Programming Languages.


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