Customer Portal

Recover your license, downloads, and billing tools.

Sign in with your portal account. First-time admins can create an account using the billing email and RecordHarbor license key from the original purchase.

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Setup Guide

Install the driver, sign in to Salesforce, and link tables in Access.

Use the portal cards below for a quick overview, or download the full branded PDF for Salesforce admins, IT teams, and Access users.

1

Download the right installer

Use the 64-bit MSI for most modern Office installs. Use the 32-bit MSI only when Microsoft Access or Office is 32-bit.

2

Set up Salesforce OAuth

In Salesforce Setup, create an External Client App or Connected App with API and refresh token access. Use this callback URL: https://record-harbor.com/oauth/salesforce/callback

3

Create your ODBC DSN

Open ODBC Data Sources for the same bitness as Office, add a RecordHarbor Commercial DSN, paste your license key, Salesforce URL, client ID, and client secret, then run OAuth Login and Test Connection.

4

Link Salesforce tables

In Access, choose External Data, ODBC Database, Link to the data source, select your RecordHarbor DSN, and pick Salesforce objects like Account, Case, Contact, and Opportunity.