How to Connect to Salesforce ODBC

1. In Web, click Create > Add External Data.
2. Search for and click on Salesforce in the Connect to Your Data window.
3. Click Select Tables > Next from the Select Import Options dialog.

   

4. Click the icon next to Data Sources from the Import from Tables window.
5. Select DSN-less Data Sources from the Data Source dialog.
6. Enter the following information in the corresponding fields:
   • Database: Salesforce
   • Version: Salesforce
   • Host Name: Your host name
   • User: Account user name
   • Password: Account password
   • Data Source Name: Enter a new name for your data source.

   Security Token:

   

7. Click Save.
8. Click on your newly saved data source from the Import from Tables window.

9. Select a namespace and table.

   

10. Click Prepare Data to verify the objects in your table.
11. Click Finish > Import as an In-memory Dataset.
12. Name and select a destination for your dataset. Click Save.

Once you save the dataset, you can begin creating a dashboard, document, or report right away. To access your data at a later time, right-click the cube and select Create dashboard.