Create a linked table to Salesforce data in Access

You can access Salesforce data from Microsoft Access by creating a linked table or importing the data into a database.

When you link to Salesforce data from Access by creating a linked table, Access creates a table that will maintain a link to the source data and changes to data in Access and Salesforce will be synchronized through a two-way connection.

When you import Salesforce data into Access, it creates a one-time copy of the source data. Changes made to the source data won’t be reflected in Access. For more information on importing Salesforce data into Access, see Import Salesforce data into Access through ODBC.

Create a linked table

1. Select Open to open an existing database, or select New > Blank database to create a new database.

Open your Microsoft Access database

2. Select External Data > New Data Source > From Other Sources > ODBC Database.

Select ODBC Dababase by expanding the New Data Source dropdown menu

3. Select Link to the data source by creating a linked table, then click OK.

Select Link to the data source by creating a linked table

4. Select Machine Data Source, then select your DSN and click OK.

Select your DSN

5. Select the table you want to link to, then click OK.

Select the tables to link to

The linked table appears under Tables on the left pane.

6. Double-click it to view the data.

The linked table appeared in the Tables navigation pane displaying its contents