Install the driver
Use the 64-bit MSI for most modern Office installs. Choose the 32-bit MSI only when Microsoft Access or Office is 32-bit.
Checkout status
Open your checkout confirmation to view your license.
We could not confirm a completed checkout from this link. Sign in to the customer portal or contact sales@record-harbor.com with your checkout email.
Setup Guide
Get RecordHarbor connected in Microsoft Access.
This page has the short version. Download the full PDF guide for a detailed walkthrough your Salesforce admin or IT team can follow.
Prepare 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
Create the ODBC DSN
Open ODBC Data Sources for the same bitness as Office, add a RecordHarbor DSN, paste your license key, Salesforce URL, client ID, and client secret, then click OAuth Login and Test Connection.
Link tables in Access
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.