You need to sign in to do that
Don't have an account?
Mike Schinkel.ax196
Microsoft Access SForce Connector?
I am using Excel SForce Connector, which is a great tool when compared to what you can't do in SalesForce without it, but what I really need is an SForce Connector for Microsoft Access that would let me bring data down into Access tables directly, and to update SalesForce from Access.
Why do I need this? I'm doing a lot of prospecting work to find contact names and addresses for a specific group of opportunities (we sell advertising in "guides" and companies with products related to the topic of a guide are our prospects) and then postal mailing them an advertising media kit.
To do this I query SalesForce for opportunities, accounts, and contacts. I do my research in Excel and then add or update the information I find about accounts and contacts back into SalesForce. Then I copy all that information into Access and create a join so I can print letters and labels using my Dymo label printer. (As far as I know I can't do this latter in SalesForce because:
- SalesForce won't let me create a report with two joins (grrr), and
- SalesForce doesn't support my Dymo label printer
So a Microsoft Access SForce Connector would be a godsend, but it would have to work with Professional Edition. SalesForce, you've already got 80% of the work done in the Excel Connector; any chance of creating a Microsoft Access SForce Connector?
Bill
OTOH, it may be more straightforward for you to use the Excel Connector to download what you need, then import the data into Access from Excel. Or use one of the 3rd-party ODBC interfaces to SF? etc.
HTH!!
RickNTA: Thanks for the reply.
It does sounds like something that might work well though I don't have the skill to write the code. But I do have VB6 and the skill to modify existing code; are you offering to share what you've done?
http://www.OpenAccessSoftware.com/products/openrda/Salesforce_overview.asp
which exposes salesforce data as an ODBC datasource, which you can use however you'd like.
even the ODBC solution requires Enterprise, but i could be wrong, never set that up.
with so many good options ( like DBAmp, odbc, ect.) , i gave up on moving the excel code over to access.
I see you mention Professional Edition.
I would try to export the tables of interest using the report module into CVS files, then load those into MS Sequel Express, where you can perform your joins.
Message Edited by Ron Hess on 12-01-2005 07:57 AM
Rick N.
>> Yes, i believe it does even the ODBC solution requires Enterprise, but i could be wrong, never set that up.
I do hope you are wrong. :)
>> with so many good options ( like DBAmp, odbc, ect.) , i gave up on moving the excel code over to access.
Bummer. I am also looking at DBAmp BTW. I might end up using them all, if possible, for different use cases. BTW, do you work for SalesForce, or are you an external?
And how did you get it to talk to PE if the API doesn't support PE? I'd be happy to write some VB/VBScript code if I could figure out how to access the API using PE.
>> I would try to export the tables of interest using the report module into CVS files, then load those into MS Sequel Express, where you can perform your joins.
I'm essentially looking for an automation solution for synchronizing data. Unless I misunderstand, that's just another way to do what I've been doing manually, and it's also only one way.
Thanks for the consideration. Well I certainly understand being way behind, and I can relate!
>> I'm guessing you'll want to use a different approach anyhow, as others have suggested - but if you decide you want to take our approach, let me know and I'll try to get it for you.
Actually, DBAmp is looking like it might be the best solution for the moment, but there are still things I'd like to be able to do via VB code. If you ever do get a chance to extract it, I would definitely appreciate it. Thanks again!
that's top secret, the PE connector was built as a special case to allow PE orgs to import custom objects, as the wizards don't do that yet.
>> do you work for SalesForce, or are you an external?
i'm a new hire at salesforce.com, was a customer (admin/developer) prior.
Automating this process is the business justification for upgrading your org to Enterprise Edition!
Frankly, and I'm venting, that *really* frustrates me. Limiting the API to Enterprise only is SOOOO short-sighted on SalesForce's part. That limits the market for 3rd party vendors and hence the extended functionality that most SalesForce customers can access.
>> Automating this process is the business justification for upgrading your org to Enterprise Edition!
Spoken like someone who doesn't know or understand my business.
People preaching "value-based pricing" are often being both self-centered and short-sighted.
SaleForce's pricing model requires everyone using it to be on the same version which does not work for me, nor for many other small businesses. Getting logins for occassional users just costs far too much. Having to pay $1500 each for the ones we have is just totally out of the question.
And $1500/person is also too much for most small businesses given our revenues and overhead. Mine included. As is, the $800/person really hurts, especially while we are still in start-up mode.
SalesForce should be focused on growing it's customer base, not on milking existing customers.
Message Edited by Mike Schinkel on 12-01-2005 11:55 AM
Message Edited by Mike Schinkel on 12-01-2005 11:55 AM
i clearly don't understand your business, sorry if i implied that i do.
Message Edited by Ron Hess on 12-02-2005 07:41 PM
OK, I'll make you a deal - if you'll post back here what you decide to use (DBAmp or whatever) and how it works out for you, so I can learn something from it, I'll make the time to extract the code and get it to you. Just don't jump on me like you did that new salesforce.com hire!!
Rick N.
As a company, we've done a lot to make CRM (and Web services!) more available and accessable then most other vendors out there - but we do still need to charge for our products, and charge a premium for extra features. Hence the ability to write your own code that uses the API is EE for only.
We allow some prepackaged solutions to access the API on your behalf (Offline, Outlook Edition, and because its just so damn useful, the Excel Connector), but not everything, and not products that are integration related, as doing so would hurt our ability to charge for the feature.
I'd recommend talking to your CSM or AE to see what EE/API access would really cost. Also trust that we are always working to improve our import and data cleaning tools to minimize the need to write code for common tasks.
Adam
Absolutely!
>> Just don't jump on me like you did that new salesforce.com hire!!
Ouch, I think I deserved that. Uh, yeah, I do get quickly frustrated these days, but mainly on things about which I'm already really frustrated like the fact that SalesForce limits the API to EE users.
Clearly it's there right to do whatever they want, but when I believe that their decision actually limit their growth and profitability because of what I see as short-sighted greed, I feel like I have a little more right to be vocal about it. FWIW anyway!
I was just kidding - I have the impression Ron can take care of himself... and it's good to shake up a thread a bit once in a while.
Message Edited by Mike Schinkel on 12-02-2005 11:15 AM
-- Mark
http://www.salesforcewatch.com
Thanks, I am working with the API daily, mostly AJAX these days. Look for some cool new tools to come out in the AppExchange, i'll post more details on this on the sforce blog soon.
>> i was mistaken about the 3rd party vendors and API, Adam cleared that up for me.
Meaning they can't sell to PE or Team users?
BTW, I know I came across as negative on this thread, so let me be possible here at the end. I *really* appreciate the SForce Excel Connector when compared to not having it. Though I'd really like to have more, it makes SalesForce an order of magnitude better than it was before I found out about it. Great job!
Hello RickNTA,
I new to SF and the app you mentioned SFC_DataUpdates.vbp sound interesting. Do you know where I can get a copy of it at?
Thanks
Derek
I've tried and haven't been able to find where I got it (although I was pretty sure it was somewhere on the SF site). I do have the original file, SFC_VB6.zip, so I'm dropping it here on the assumption that will upload it (never tried this before on this forum):
file:///U:/FromNatash0925/NatashaG/Salesforce.com/API/VB6/SFC_VB6.zip
Good luck - let me know if you can get the file here.
Rick N.
More recently I've been trying to update the code to VB.NET, however it's been more of a hacking job. So, if anybody has converted Ron's code to VB.NET please let me know.
http://www.kepner-tregoe.com/salesforce/sfc_vb6.zip
Mike Smith
Rick N.
PS - I'm also a fan of Kepner-Tregoe - have their 1981 book still on my shelf...
Yes, I have surfaced. I had really just forgot that I posted those files. The link in my previous email will take you to the zip file.
Also, I'm glad you like Kepner-Tregoe. The New Rational Manager is such a classic. Over my 12 years here, I've really become a true believer in the value of KT Process.
Mike Smith
Thanks for the information. Your link did not work, however another subscriber posted the link for me.
Thanks
Derek
Hey Mike,
Thanks a bunch I will look at this code and hopefully it will help.
Thanks Again.
Derek
But this does not work as the Excel Sforce connector.It is mean for vb users,if i m not mistaken....isn't it?