You can link to or import more than one table in a single operation.Ĭonsider the number of columns in each table. Identify the tables that you want to link to or import. For more information, see Control Individual API Client Access to Your Salesforce Org. To use this driver, you must have API access enabled. The ODBC Driver used to access Salesforce requires a Salesforce account based on the Developer Edition, Professional Edition, Enterprise Edition, or Unlimited Edition. For more information, see Reset Your Security Token. You must enter a security token, which is a case-sensitive alphanumeric code, if you try to access Salesforce from an Internet Protocol (IP) address that’s outside your company’s trusted IP range.

Identify necessary connection information, including a username, password, and token.

Want things to go smoother? Then make the following preparations before you link or import: For more information, see Compare Microsoft 365 Enterprise Plans. Note The ability to link to or import data from Salesforce is only supported in volume licensed instances of Access 2019 or the following Microsoft 365 Enterprise plans: Microsoft 365 Apps for enterprise, Office 365 Enterprise E3, and Office 365 Enterprise E5.

When you import data, Access creates a one-time, copy of the data, and so changes to data in either Access or Salesforce are not synchronized. When you link to data, Access creates a two-way connection that synchronizes changes to data in Access and Salesforce. You can link to or import data from Salesforce, which is a customer relationship management (CRM), cloud-based business solution. Access for Microsoft 365 Access 2021 Access 2019 More.

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