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Update Salesforce Marketing Data with a Microsoft Access Linked Table

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

Connect to Salesforce Marketing 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.

Authenticating to the Salesforce Marketing Cloud APIs

Set the User and Password to your login credentials, or to the credentials for a sandbox user if you are connecting to a sandbox account.

Connecting to the Salesforce Marketing Cloud APIs

By default, the data provider connects to production environments. Set UseSandbox to true to use a Salesforce Marketing Cloud sandbox account.

The default Instance is s7 of the Web Services API; however, if you use a different instance, you can set Instance.

Create a Linked Table to Subscriber Data

Follow the steps below to create a linked table, which enables you to access live Subscriber 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 Subscriber table.
  3. Select the CData Salesforce Marketing data source from the Machine Data Source tab.

  4. Select the Subscriber 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.