- Click the ‘Export Details’ button.
- Choose ‘Comma Delimited .csv’ as the export file format.
- Click the ‘Export’ button Mass export using the Salesforce Data Export tool.
Full Answer
Should you connect to Salesforce with an ODBC connection?
By connecting to Salesforce with an ODBC connection, your ability to work with the database will greatly improve. By doing this, it will make querying the database a much easier task. Additionally, you could use several third-party reporting and querying tools that are otherwise not available.
How do I extract data from Salesforce?
Extracting data from Salesforce can either be a manual or automatic process and will always be in a CSV file format. You have three options to choose from to correctly export your data and each has their own merits and balance between budget, complexity, and versatility.
How to install DataDirect Salesforce ODBC driver for Excel 2016?
If your Excel version is 32-bit, then download the Windows 32-bit version else if your Excel version is 64-bit, then download Windows 64-bit version of DataDirect Salesforce ODBC Driver. Extract the setup.exe from the zip file and run it to install the driver.
Should I use winsql or ODBC query tool in Salesforce?
You can interact with Salesforce easily by using your ODBC query tool. The benefit is that you also get the entire suite of your chosen tool as well as a much more informative interface. Using WinSQL allows you to use several additional reporting and querying tools that are otherwise not available.
How do I export data from Salesforce?
Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...
Does Salesforce have an 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.
Is Salesforce ODBC compliant?
We've updated our Salesforce offering to include 32- and 64-bit ODBC drivers on all leading OSes, as well as a Type 4 JDBC driver. We are also in beta with a data access service, Datadirect Cloud. Same ODBC/JDBC/SQL-based capabilities, but supporting even more cloud sources.
How do I automate export data in Salesforce?
Method 1: Automate Salesforce Data Export Using Salesforce Built-In Export FeatureClick on “Setup” enter “Data Export” in the “Quick Find” box, then select “Data Export” and “Export Now” or “Schedule Export”. ... Select the intended encoding for your export file.More items...•
How do I connect Salesforce to excel?
To import Salesforce data into Excel, you can use the Salesforce Excel connector.Step 1: Open Excel and go to the Data Tab → New query → From Other sources.Step 2: Next, select → Salesforce objects → choose one option from Production or Custom → enter your Salesforce credentials, if asked for.More items...•
Does Salesforce support JDBC?
The Java Database Connectivity (JDBC) driver allows for a connection to the Salesforce CDP ANSI SQL API. This connection lets you access and retrieve data using your favorite tools that are supported by JDBC.
What is the purpose of ODBC?
Open Database Connectivity (ODBC) is an open standard application programming interface (API) that allows application programmers to access any database.
What is devart ODBC?
Devart ODBC Driver for Salesforce is a high-performance connectivity tool with enterprise-level features for accessing Salesforce from ODBC-compliant reporting, analytics, BI, and ETL tools on both 32-bit and 64-bit Windows.
What is Salesforce Connect?
Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.
What are the two methods for exporting data in Salesforce?
Salesforce offers two main methods for exporting data.Data Export Service—an in-browser service, accessible through the Setup menu. It allows you to export data manually once every 7 days (for weekly export) or 29 days (for monthly export). ... Data Loader—a client application that you must install separately.
Can you export data from Salesforce to excel?
Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.
How do I export data from Salesforce to Excel automatically?
Go to the Reports tab and open the report you want to export.Click the Edit drop-down menu on the right side of your Salesforce report and select Export.Select the format for export Salesforce report to Excel. Formatted Report is available for export only as XLSX Excel file.
Ready to get started?
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.
Create a Flat File Target Based on the Source
Select the Targets Analyzer and drag and drop the previously created source onto the workspace. Using the existing source copies the columns into the target.
Create Workflow Based on the Mapping
With the source, target, and mapping created and saved, you are now ready to create the workflow.
Running Queries and Interacting with Salesforce
Now that we are successfully connected, we can begin running queries and modifying the database.
Importing Data from Excel
Once you are connected to your Salesforce in WinSQL, you will be able to see all of your tables and data within WinSQL. To begin importing data directly from Microsoft Excel, simply drag and drop the .xlsx file directly into your Tables section as seen here:
Conclusion
You can interact with Salesforce easily by using your ODBC query tool. The benefit is that you also get the entire suite of your chosen tool as well as a much more informative interface. Using WinSQL allows you to use several additional reporting and querying tools that are otherwise not available. Please see here for a list of features/benefits.
How often can you pull data from Salesforce?
This option lets you manually pull your data from Salesforce once per month. You need to select which data you want to export, then click Save. When file (s) are ready for download, you will receive an email notification.
What is Dataloader.io?
Dataloader.io is a Salesforce-oriented app for data export/import. Its main benefit is that you can export data as CSV as often as you need. In addition, you can pull data directly to Dropbox, Box, or an FTP server. However, the free plan limits the number of exported rows to 10,000. Let’s discover how it works.
Is Dataloader.io good?
Dataloader.io is good, but the free subscription is rather limited. Coupler.io and the Salesforce API looks better from the perspective of direct data import to Google Sheets. And Excel is definitely the best if your edition supports Salesforce integration. Otherwise, it is not good as the other options.
Can you pull data from Salesforce to Google Sheets?
NO CODING is required. You’ll be able to pull data directly from Salesforce into Google Sheets.
How many steps does DataRaptor need to extract?
Extracting data from a single object type requires only one extract step. However, the DataRaptor also needs to extract primary contact data—such as the contact’s name, email address, and phone number—from the Contact object.
What is SOQL query?
Client applications need to be able to query more than a single type of object at a time. SOQL provides syntax to support these types of queries, called relationship queries, against standard objects and custom objects. Relationship queries traverse parent-to-child and child-to-parent relationships between objects to filter and return results.
Introduction
Microsoft Excel is the most popular tool in workplaces around the world enabling organizations to enhance their productivity across different teams with different use cases like planning budget strategy, accounting, data visualization etc.,
Determine your Excel version
To begin, you need to determine if your Excel is a 32-bit installation or 64-bit installation
Install and Configure Progress DataDirect Salesforce ODBC driver
Download Progress DataDirect Salesforce ODBC driver from our website. If your Excel version is 32-bit, then download the Windows 32-bit version else if your Excel version is 64-bit, then download Windows 64-bit version of DataDirect Salesforce ODBC Driver.
