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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.

1

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.

2

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

3

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.

4

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.