Accessing the Salesforce database can be fast and seamless by using the Open Database Connectivity (ODBC) solution. Providing full interoperability, the ODBC driver for Salesforce allows you to access live Salesforce data directly from Excel. It enables you to retrieve data to Excel spreadsheets, and review and modify these data right in this application.

Salesforce Key Features

  • Customization and flexibility
  • Forecasting and analytics
  • Files sync and share
  • Sales Automation

Excel Key Features

  • Pivot table reports
  • Data sorting, filtering and storing
  • Calculating large data
  • Database creation possibility
Salesforce and Excel Key Features
Native Connectivity to Salesforce

Connection to Salesforce through ODBC

Salesforce ODBC connector enables various ODBC-aware applications to connect to Salesforce directly via HTTPS. If you have no direct access to Salesforce via HTTPS, you have the option of establishing a connection through a proxy server.

What are some reasons to choose Devart ODBC Driver for Salesforce?

Integration

Integration

The driver is compatible with third-party tools for data analysis, such as Microsoft Excel, and integrates with various IDEs and systems like Visual Studio, etc.

For the complete list of compatible tools and environments visit the Compatibility page.

Fully Unicode-Compliant Driver

Fully Unicode-Compliant Driver

With our fully Unicode-compliant driver, you can properly retrieve and modify any data in multilingual Salesforce databases, regardless of their character set: Latin, Cyrillic, Hebrew, Chinese, etc., and in any language environment.

Platforms Variety

Platforms Variety

Salesforce ODBC driver can be used with 32-bit and 64-bit applications on both x32 and x64 platforms, so there is no need to additionally configure the driver, applications or environment.

How to Download, Install, and Configure the ODBC Driver for Salesforce?

Download the driver. Run the installer and follow the instructions in the wizard.
Activate the driver in ODBC Administrator. In the System DSN tab, click the Add button and select the needed driver. Click Finish.
To configure the DSN In the ODBC Data Source Administrator, move to the System DSN tab and select the installed ODBC driver. Click Add. In the appeared Create New Data Source dialog, insert the database connection data. You may test the connectivity by clicking the Test Connection button. To save the DSN, click Ok.
Tools

To install and configure an ODBC driver for Salesforce on macOS, download first the PKG file from the Devart website. Run the downloaded file and follow the instructions in the wizard. After installing the driver, run the 64-bit or 86-bit iODBC utility, find the needed driver, and click Configure. In the dialog box that appears, specify the required connection settings and click OK. To establish a connection to the data source, click Test.

macos
Installation of ODBC driver on Ubuntu is carried out from the DEB package. Download the package that matches the bitness of your operating system.
Then open the folder with the downloaded package, double-click the DEB package, and click Install.
Open the Terminal and install the driver by using the following command.
If you use CentOC, you need to download the RPM package of the corresponding bitness.
After that, open the ‘Konsole’ and navigate to the folder with the downloaded package specifying the path to the folder as a parameter of the cd command. Then, install the driver by using the following commands.
Gui installation

To install the devartodbcsalesforce_i386.deb on a 32-bit system, use:

use sudo dpkg -i devartodbcsalesforce_i386.deb

To install the devartodbcsalesforce_amd64.deb on a 64-bit system, use:

sudo dpkg -i devartodbcsalesforce_amd64.deb

For more detailed information about installing and configuring an ODBC driver for Salesforce on Ubuntu, go to the documentation.

cd ~/Downloads/

To install the devart-odbc-salesforce.i386.rpm on a 32-bit system, use:

sudo -rpm -ivh devart-odbc-salesforce.i386.rpm

To install the devart-odbc-salesforce.x86_64.rpm on a 64-bit system, use:

sudo rpm -ivh devart-odbc-salesforce.x86_64.rpm

For more detailed information about installing and configuring an ODBC driver for Salesforce on Centos, go to the documentation.

How to Import Salesforce Data to Excel

Click the Data in Excel. Expand the Get Data drop-down list and click From other sources > From ODBC.
In the From ODBC dialog, choose your DSN. Additionally, you can enter an SQL statement that will be executed right after establishing a connection to the data source. Click Ok.
In the Navigator window, select the table you want to retrieve data from and click Load. The data from the table will be displayed in the Excel spreadsheet where you can further work with it.
Tools

Advantages of Connectivity to Salesforce from Excel via ODBC Driver

Advanced Data Conversion

Advanced Data Conversion

We have implemented advanced Data Conversion mechanisms that provide bi-directional mapping between any Salesforce and ODBC data types.

Working with Excel using Multiple Functions

Working with Excel using Multiple Functions

Using Excel, you can create tables, add data, select, delete, sort, edit, combine data from several database tables, and find unique values quickly and easily.

Salesforce Compatibility

Salesforce Compatibility

Our ODBC driver has full support for Salesforce field data types and, moreover, the driver is compatible with the Salesforce API itself.

Simple SQL Querying on Excel Files

Simple SQL Querying on Excel Files

Microsoft Excel processes SQL through its SQL dialect. Using ODBC connection, it is simple to execute different SQL queries to retrieve entire tables or specific columns from Excel, filter data, formate data, numbers, etc.

DML Operations

DML Operations

Devart ODBC Driver for Salesforce provides support for DML:

  • INSERT
  • UPDATE
  • DELETE

which allows you to modify data in Salesforce the same way as in SQL databases.

Sharing Your Data with Excel

Sharing Your Data with Excel

You can share your data with other users in Excel quickly and easily. Upload your Excel data to the SharePoint lists so that it can be available for you and others to use to create reports, data models, dashboards, etc.

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