Connect to Salesforce database from SSLS (SQL Server Linked Server) using the DataDirect Salesforce ODBC Driver
Introduction
Progress DataDirect’s Salesforce ODBC Driver offers a high-performing, secure and reliable connectivity solution, for ODBC applications to access Salesforce data. If you want to connect Salesforce data from SSLS, Progress DataDirect has you covered. In this tutorial, you will learn how to configure the DataDirect Salesforce driver within SSMS (SQL Server Management Studio). These steps can also be used to configure any ODBC connection.
SQL Server Management Studio is an ideal environment for managing the infrastructure of the SQL Server database and SQL Server itself. With SSMS, you can easily connect to your SQL Server instance, configure, and monitor database objects, as well as execute queries. Besides this, there is a possibility to create an ODBC connection to external data from SSMS.
Thus, you can work with other databases and clouds used by your applications. In this article, we will describe a step-by-step procedure for establishing a connection to Salesforce from SSMS using our ODBC Driver for Salesforce.
Prerequisites
This tutorial assumes that you have the ODBC driver installed and a data source configured. Ensure that SSMS and ODBC Driver architecture matches. For example, if you have a 64-Bit MS SSMS installed then you need to have the 64-Bit version of the Progress DataDirect ODBC driver installed. Most likely, your SSMS would be a 32-bit version and you would need a 32-bit driver. If you have not yet done these steps, please follow these instructions:
- Download and install the Progress DataDirect Salesforce ODBC driver for your database using the 15-day trial software. In this tutorial, we are connecting to Salesforce.
- Configure a data source for your database. See the DataDirect documentation for assistance with setting up your data source. The sample below uses a data source.
Configure Connection to Salesforce ODBC Driver Using the ODBC Administrator
1. After the DataDirect Salesforce ODBC driver has been installed, open ODBC Administrator to configure the connection and click on "Add. "
2. Choose the “DataDirect X.X Salesforce” driver and click on “Finish.”
3. You should now see the ODBC Salesforce Driver Setup pop-up window launched. Add your Data Source Name, hostname, username, and other credentials, and click on “Apply” and then “Test Connect.”
4. A Logon Dialog will pop up. Enter your username and password and click on “OK.”
5. A pop-up window will confirm that the connection is established.
Configure the DataDirect ODBC Salesforce Driver with Microsoft SQL Server Management Studio
1. Launch SQL Server Management Studio.
2. Navigate to Server Objects > Linked Servers > Providers > MSDASQL > and confirm that the “Allow inprocess” and “Non transacted updates” options are enabled.
3. In the object explorer navigate to Server Objects > Linked Servers. Right-click and select “New Linked Server.”
4. Fill in all the details.
a) Name your linked server.
b) Check the Server type as "Other data source."
c) Select the Provider as Microsoft OLE DB Provider for ODBC Drivers from the drop-down menu.
d) Enter the Product name as DataDirect.
e) Enter the Data Source name created in the ODBC configuration process.
5. Click on the Security page and select “Be made using this security context”. Then enter your Salesforce username and password.
6. Click on the Server Options tab and ensure that it matches the options shown in the following image:
7. You can now find Salesforce in the Providers list. Navigate to Salesforce> Catalogs > default > Tables. You should see your tables now and be able to query your Salesforce data from the linked server.
Conclusion
Get started today with a free 15-day trial of Progress DataDirect Salesforce ODBC driver and connect to Microsoft SQL Server Management Studio. Contact Us for assistance with any questions you may have, and we will be happy to help!