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Get the Report →Use the CData ODBC Driver for Salesforce Data Cloud from SharePoint Excel Services
This article demonstrates how to use the CData ODBC Driver for Salesforce Data Cloud to connect to Salesforce Data Cloud data from Excel in on-premises editions of SharePoint. This technique allows SharePoint users to create reports, scorecards, and dashboards featuring Salesforce Data Cloud data in Excel.
The CData ODBC Driver for Salesforce Data Cloud can be accessed using the built-in data access tools in Excel. This article demonstrates how to use the CData ODBC Driver for Salesforce Data Cloud to connect to Salesforce Data Cloud data from Excel spreadsheets in on-premises editions of SharePoint.
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.
- First, set up a secure store application to use single sign-on. In SharePoint Central Administration, go to Application Management -> Manage Service Applications. Select your secure store service application or create a new one. Click Manage on the Edit menu to begin editing the application.
- Create a new target application. You will be able to set the list of users who have access to this application. After the application is created, you will need to set the credentials on the application so that you can use this later for single sign-on.
- Navigate to Application Management -> Manage Service Applications in SharePoint Central Administration. Select the Excel Services application used by your organization or create one if it does not already exist. Click Manage. If you create a new app, check the option to add the service application's proxy to the farm's default proxy list.
- Click on Trusted Data Providers and add a new trusted provider. Set 'MSDASQL.1' for the Provider ID and leave the type as 'OLE DB'. Click OK to add this new provider to the list of trusted providers.
- In an Excel spreadsheet, open the Data tab and click From Other Sources -> From Data Connection Wizard.
- Select 'Other/Advanced' for the type and on the next screen, select the 'Microsoft OLE DB Provider for ODBC Drivers'. On the Connection tab, select CData SalesforceDataCloud Sys, the system DSN. The driver installation automatically creates matching user and system DSNs: The system DSN is needed to connect from SharePoint.
- Select the table you would like to connect to.
- On the last step of the wizard, click the 'Authentication Settings' button. Select the 'Use a stored account' and enter the name of the secure store target application you created earlier. Or, if you want to use the Unattended Service Account, select None.
- After you finish the wizard, the data is imported into the spreadsheet. You can now update and save Salesforce Data Cloud data directly in SharePoint.
For other OAuth methods, including Web Applications and Headless Machines, refer to the Help documentation.
Configure Excel Services
Once the ODBC DSN is configured, you can configure Excel Services to use the DSN to connect. To do this, you will need to set up the OLE DB provider as a trusted data source. You will also want to decide if you want to use a Secure Store Service to enable single sign-on functionality with the ODBC driver. If you prefer, you can use the Excel Services Unattended account and skip to step 3 below.
Connect to and Import Salesforce Data Cloud Data in Excel
After you have enabled and secured access to the DSN, you can access the data source from the ribbon in Excel.