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Update Salesforce Einstein Data with a Microsoft Access Linked Table

Update Salesforce Einstein data by creating a linked table in Microsoft Access with the CData Salesforce Einstein ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Salesforce Einstein, you can update live Salesforce Einstein data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Salesforce Einstein as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Salesforce Einstein Analytics uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Salesforce Einstein Analytics.

See the Getting Started section of the CData data provider documentation for an authentication guide.

Create a Linked Table to Dataset_Opportunity Data

Follow the steps below to create a linked table, which enables you to access live Dataset_Opportunity data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Dataset_Opportunity table.
  3. Select the CData Salesforce Einstein data source from the Machine Data Source tab.

  4. Select the Dataset_Opportunity table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.