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Update Oracle Sales Cloud Data with a Microsoft Access Linked Table

Update Oracle Sales Cloud data by creating a linked table in Microsoft Access with the CData Oracle Sales Cloud 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 Oracle Sales Cloud, you can update live Oracle Sales Cloud data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Oracle Sales Cloud 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.

OracleSalesCloud uses Basic authentication over SSL; after setting the following connection properties, you are ready to connect:

  • Username: Set this to the user name that you use to log into your Oracle Cloud service.
  • Password: Set this to your password.
  • HostURL: Set this to the Web address (URL) of your Oracle Cloud service.

Create a Linked Table to Opportunities Data

Follow the steps below to create a linked table, which enables you to access live Opportunities 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 Opportunities table.
  3. Select the CData Oracle Sales Cloud data source from the Machine Data Source tab.

  4. Select the Opportunities 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.