How to Easily Query Salesforce Data in OpenOffice Base



Connect to Salesforce data in OpenOffice Base using the CData ODBC Driver for Salesforce and generate reports with live data insights.

Apache OpenOffice Base is a versatile, free database tool that makes connecting and managing data easy. With CData ODBC Driver for Salesforce, you can seamlessly integrate and query live Salesforce data, bringing real-time insights directly into OpenOffice.

This guide simplifies the setup, showing you how to connect Salesforce to OpenOffice Base so you can easily generate reports, analyze trends, and make informed decisions right within your familiar workspace.

About Salesforce Data Integration

Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:

  • Access to custom entities and fields means Salesforce users get access to all of Salesforce.
  • Create atomic and batch update operations.
  • Read, write, update, and delete their Salesforce data.
  • Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
  • See improved performance based on SOQL support to push complex queries down to Salesforce servers.
  • Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.

Users frequently integrate Salesforce data with:

  • other ERPs, marketing automation, HCMs, and more.
  • preferred data tools like Power BI, Tableau, Looker, and more.
  • databases and data warehouses.

For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.


Getting Started


Overview

Here is an overview of the steps:

  1. CONFIGURE: Configure the DSN for Salesforce data in the CData ODBC Driver for Salesforce, using the required connection properties.
  2. CONNECT: Set up the ODBC connection in OpenOffice Base using the configured DSN.
  3. IMPORT: Once connected, review the available metadata and tables.
  4. CREATE: Create a report based on the queried Salesforce data data.

Configure the Salesforce DSN Using the CData ODBC Driver for Salesforce

To start, configure the DSN (Data Source Name) for Salesforce data in your system using the CData ODBC Driver for Salesforce. Download and install a 30-day free trial with all the features from here.

Once installed, launch the ODBC Data Source Administrator:

  • On Windows: Search for ODBC Data Source Administrator in the Start menu and open the application.
  • On Mac: Open Applications, go to Utilities, and select ODBC Manager.
  • On Linux: Use the command line to launch ODBC Data Source Administrator or use unixODBC if installed.

Once launched, double-click on the CData Salesforce data Source and enter the required values to establish a connection:

There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

Setup an ODBC Connection in OpenOffice Base

Once you've set up the DSN, it's time to connect to it in OpenOffice Base and start querying data:

  • Launch OpenOffice Base and select Database from the home screen.
  • In the Database Wizard, choose ODBC from the 'Connect to an existing database' option and click Next.
  • Click Browse to locate and select the DSN you created, then click OK.
  • Enter the username associated with the DSN, click Test Connection to verify, and then click Next.
  • Finally, click Finish to save the new database file to your desired directory. This will connect OpenOffice Base to your live Salesforce data data, ready for querying and analysis.

Your connection is now established — ready to query and analyze data seamlessly within OpenOffice Base.


Review the Metadata and Tables

After the database file is created and the connection is established, the table list will automatically display all available Salesforce data objects.

  • Review the Salesforce data Object List: In the left pane, click on Tables to view the Salesforce data objects now available within OpenOffice Base.
  • View Object Data: Click on any object to view its contents. The Salesforce data data will display directly within OpenOffice Base, allowing you to review records and fields with ease.

That's it! You have now successfully established a connection to Salesforce data in OpenOffice Base, with data readily available for analysis and reporting.


Create a Report

Now, let's generate a report based on your Salesforce data data.

  • Open your database and go to the Reports tab, then select Create Report Using Wizard.
  • In the Report Wizard, choose the Salesforce data table from the Table or Query section. Select the columns from Available Fields that you want to include in your report and move them to the Fields in Report section using the arrows.
  • After configuring the fields, click Finish to generate your report.
  • Analyze, adjust, save, and publish the report as needed.

Your report is now created, drawing live data directly from Salesforce data, and ready for analysis.


Try CData Free for 30 Days

Experience the power of live Salesforce data data at your fingertips and seamlessly integrate it into OpenOffice Base. Start your free trial today!

Ready to get started?

Download a free trial of the Salesforce ODBC Driver to get started:

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Learn more:

Salesforce Icon Salesforce ODBC Driver

The Salesforce ODBC Driver is a powerful tool that allows you to connect with live Salesforce account data, directly from any applications that support ODBC connectivity.

Access Salesforce data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.