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Get the Report →Use the CData ODBC Driver for Salesforce Data Cloud in Microsoft Power Query
You can use the CData Salesforce Data Cloud ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Salesforce Data Cloud data into Microsoft Power Query.
The CData ODBC Driver for Salesforce Data Cloud enables you to link to Salesforce Data Cloud data in Microsoft Power Query, ensuring that you see any updates. This article details how to use the ODBC driver to import Salesforce Data Cloud data into Microsoft Power Query.
Connect to Salesforce Data 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.
Salesforce Data Cloud supports authentication via the OAuth standard.
OAuth
Set AuthScheme to OAuth.
Desktop Applications
CData provides an embedded OAuth application that simplifies authentication at the desktop.
You can also authenticate from the desktop via a custom OAuth application, which you configure and register at the Salesforce Data Cloud console. For further information, see Creating a Custom OAuth App in the Help documentation.
Before you connect, set these properties:
- InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
- OAuthClientId (custom applications only): The Client ID assigned when you registered your custom OAuth application.
- OAuthClientSecret (custom applications only): The Client Secret assigned when you registered your custom OAuth application.
When you connect, the driver opens Salesforce Data Cloud's OAuth endpoint in your default browser. Log in and grant permissions to the application.
The driver then completes the OAuth process as follows:
- Extracts the access token from the callback URL.
- Obtains a new access token when the old one expires.
- Saves OAuth values in OAuthSettingsLocation so that they persist across connections.
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From the ribbon in Excel, click Power Query -> From Other Data Sources -> From ODBC.
- Enter the ODBC connection string. Below is a connection string using the default DSN created when you install the driver:
Provider=MSDASQL.1;Persist Security Info=False;DSN=CData SalesforceDataCloud Source
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Enter the SELECT statement to import data with. For example:
SELECT [Account ID], [Account Name] FROM Account WHERE EmployeeCount > 250
Enter credentials, if required, and click Connect. The results of the query are displayed in the Query Editor Preview. You can combine queries from other data sources or refine the data with Power Query formulas. To load the query to the worksheet, click the Close and Load button.
For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.
Import Salesforce Data Cloud Data
Follow the steps below to import Salesforce Data Cloud data using standard SQL: