Salesforce. Meet your everyday tools.

Your Salesforce data.
Right where you work.

Bring live Salesforce data into Access, Excel, and Power BI.
One thoughtful connection. A more familiar way to work.

Built for Windows · Read-only by design · Salesforce OAuth

Salesforce
RecordHarbor
Microsoft Access
Salesforce workspace Read-only
AccountTable preview
Illustrative account data, not a live customer connection
IdNameIndustryType
001…01Acme ManufacturingManufacturingCustomer
001…02Northstar StudioMediaCustomer
001…03Evergreen PartnersConsultingProspect
001…04Summit TechnologiesTechnologyCustomer
4 example recordsConnected through ODBC
Illustrative workflow · Your data, in the tools you already use.

A familiar place for your next great report.

Microsoft AccessExcelPower BIWindows ODBC

01 / A better connection

Less exporting.
More doing.

Your reports already have a home. RecordHarbor brings Salesforce to them, so you can spend less time moving data and more time working with it.

Familiar tools, live data

Keep the workflow.
Upgrade the connection.

Link Salesforce objects in Access. Build queries and reports with the tools your team knows.

A familiar starting point SQL
SELECT Name, Industry
FROM Account
WHERE Type = 'Customer'

Salesforce objects. Ready to query.

A considered approach

Connected with care.

Sign in through Salesforce OAuth. Query with your existing Salesforce permissions, with no write access through the driver.

Query the source

Read from Salesforce without maintaining a scheduled export workflow.

Make the connection yours

Discover standard and custom objects available to your Salesforce user.

Made for your desktop

Choose a 32-bit or 64-bit driver to match your Windows application.

02 / From setup to insight

A clear path
to connected data.

Get your Salesforce admin and reporting team on the same page with our step-by-step guide.

Read the setup guide
01

Install the driver

Choose the Windows installer that matches your Access or Office architecture.

02

Connect Salesforce

Configure your Salesforce OAuth app and ODBC data source, then sign in and test the connection.

03

Make yourself at home

Link Salesforce tables in Access, or connect through ODBC in your preferred reporting tool.

03 / Room for your team

One connection.
A whole team in flow.

Up to 10 users. One Salesforce org. Choose the rhythm that works for you.

Monthly

Stay flexible

$100/ month

A simple place to start, billed monthly.

  • Up to 10 Salesforce users
  • One Salesforce organization
  • 32-bit and 64-bit Windows driver
  • License and billing portal

Enterprise

Built around you

Let’s talk.

For bigger teams and different deployment needs.

  • More than 10 users
  • Discuss server deployments
  • Procurement questions
  • Plan your team’s rollout
Contact sales

Prices in USD. Salesforce API access is required. Already have a license? Open your portal

Your next connection starts here

A small install.
A new way to work.

Download RecordHarbor for Windows. Choose the architecture that matches your Access or Office installation.

Version 1.0.5 · Commercial driver · License required

A few good questions

A little clarity
before you start.

Need a hand with your setup?

Talk to us
How does RecordHarbor connect to Salesforce?

RecordHarbor is a Windows ODBC driver. You configure a data source, sign in through Salesforce OAuth, then connect from Microsoft Access, Excel, Power BI, or another ODBC-compatible application. Your Salesforce admin will need to configure an OAuth app and API permissions.

Can I edit Salesforce records through the driver?

RecordHarbor is read-only. Use it to browse Salesforce objects, link tables, and build queries and reports. It does not write changes back to Salesforce.

Which installer should I choose?

Match the driver to your application's architecture, not just your Windows version. Choose 64-bit for 64-bit Access or Office, and 32-bit for 32-bit Access or Office. In Access, open File → Account → About Access to check.

What is included in a subscription?

Monthly and annual subscriptions include up to 10 Salesforce users in one Salesforce organization, the Windows driver, and access to the customer portal for your license, downloads, seat usage, and billing. Contact us for larger teams or other deployment needs.

Does this replace our Salesforce permissions?

No. Queries use the connected Salesforce user's access. Salesforce API availability, permissions, and usage limits still apply. Your reporting application can store or export query results, so use your organization's normal data-handling controls.