Salesforce reports can be the key to driving success for the organization because they allow finding answer to critical business questions. Based on this data, users can make appropriate decisions driving company’s success. Motto behind the reports is being proactive, rather than reactive. This blog is not about outlining all the benefits of reports nor is it about walking you through the process of creating a report; we leave this task to your Salesforce experts. Our goal is to make sure you can access your Salesforce reports in third party applications; particularly Excel on a MacOS.

Our Simba Salesforce ODBC driver exposes access to your custom reports through what we call a stored procedure. I will walk you through the steps necessary to call this stored procedure.

Before starting, the Simba Salesforce ODBC driver must be installed and configured on your system; follow How to Set up a Salesforce ODBC driver on MacOS  steps. Make sure an iODBC driver manager is also installed.

 

  1. Generate a custom Salesforce report. In our case the report is called Test-Report-SE
  2. Set up the Simba Salesforce Driver on MacOS. The following blog outlines detailed instructions on how to set up and test your ODBC driver on a mac
  3. Open Excel. Under the Data tab click on New Database Query and select From Database option.
  4. Select the DSN you have created and tested in step 2 above and click OK
  5. Add the Salesforce credentials and click OK
  6. Execute a stored procedure to retrieve the custom Salesforce report. In our case we are accessing the Test-Report-SE report in Salesforce. Thus the stored procedure is:{call ‘Test-Report-SE'()}
  7. Click the Run icon. The report data will be displayed. 
  8. Click Return Data icon to add the report data directly to Excel 
  9. Define where to add the data and click OK
  10. The Custom Salesforce Report data is now in your Excel spreadsheet.