Now select a data source you want to connect to, and click Next. In the opened dialog, select ODBC DSN and click Next to continue. Click From Other Sources, and then click From Data Connection Wizard. You can use this option to connect to OLE DB or ODBC external data source that has already been defined. The data from the table will be a displayed in an Excel spreadsheet where you can further work with it.Ĭonnecting Excel to Salesforce with Data Connection Wizard (Legacy Wizard) In the window that appears, select the table you want to retrieve data from, and click Load.If your database is not password-protected or you've already specified your credentials in the ODBC data source settings, select Default or Custom and press Connect If you're using a database username or password, select Database and enter your credentials in the dialox bog, then click Connect.Additionally, you can enter an SQL statement that will be executed right after establishing a connection to the data source. If you haven't configured your ODBC driver yet, you can expand the Advanced Options dialog box and enter the connection string for your data source (without credentials, which are defined in the credentials dialog box in the next step). In the From ODBC dialog, choose your data source name (DSN).Click the Data in Excel, then expand the Get Data drop-down list.This method assumes that you've installed an ODBC driver for Salesforce.

You can use Get & Transform (Power Query) to connect to Salesforce from Excel with ODBC.

Connecting Excel to Salesforce with PowerPivotĬonnecting Excel to Salesforce with Get & Transform (Power Query).

Connecting Excel to Salesforce with Microsoft Query.

Connecting Excel to Salesforce with the Query Wizard.

Connecting Excel to Salesforce with Data Connection Wizard (Legacy Wizard).

Connecting Excel to Salesforce with Get & Transform (Power Query).

When working with Microsoft Excel, there are different ways of retrieving data from various data sources using our ODBC drivers. if you have installed a 64-bit ODBC Drive, you will need to use the 64-bit version of Excel. Make sure that you use matching Excel and ODBC Driver, e.g.

With ODBC Driver, you can import the data directly into an Excel Spreadsheet and present it as a table. You can use Microsoft Excel to access data from a Salesforce database using ODBC connector. Connecting to Salesforce from Microsoft Excel using ODBC Driver for Salesforce

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