Creating a Data Source Name

Typically, after installing the Simba Salesforce ODBC Connector, you need to create a Data Source Name (DSN).

Alternatively, for information about DSN-less connections, see Using a Connection String.

To create a Data Source Name:

  1. From the Start menu, go to ODBC Data Sources.

    2. Note:

    Make sure to select the ODBC Data Source Administrator that has the same bitness as the client application that you are using to connect to Salesforce.

  2. In the ODBC Data Source Administrator, click the Drivers tab, and then scroll down as needed to confirm that the Simba Salesforce ODBC Connector appears in the alphabetical list of ODBC drivers that are installed on your system.
  3. Choose one:
    • To create a DSN that only the user currently logged into Windows can use, click the User DSN tab.
    • Or, to create a DSN that all users who log into Windows can use, click the System DSN tab.

    Note:

    It is recommended that you create a System DSN instead of a User DSN. Some applications load the data using a different user account, and might not be able to detect User DSNs that are created under another user account.

  4. Click Add.
  5. In the Create New Data Source dialog box, select Simba Salesforce ODBC Connector and then click Finish. The Simba Salesforce ODBC Connector DSN Setup dialog box opens.
  6. In the Data Source Name field, type a name for your DSN.
  7. Optionally, in the Description field, type relevant details about the DSN.
  1. Select the Auth Type.
  2. For OAuth 2.0 connections:
    1. In the Client ID field, type the OAuth 2.0 client ID.
    2. In the Client Secret field, type the OAuth 2.0 client secret.
    3. In the Refresh Token field, type the refresh token that you obtain from the OAuth 2.0 web server or user-agent flow for authorizing access to Salesforce.
    4. Optionally, in the Sandbox URL field, type the Sandbox URL.
  3. For Basic Auth connections:
    1. In the Username field, type the user name for your Salesforce account.

      2. Note:

      When you connect to your data, you will be prompted to provide your Salesforce account credentials. If your user name is saved in the DSN, then you will not need to type it again.

    2. In the Password field, type the password corresponding to the user name you typed above.

      3. Note:

      For security reasons, passwords are not saved in the DSN; when you connect to your data, you will be prompted to type your password again. Providing your password in the DSN allows you to test your connection.

    3. Optionally, in the Sandbox URL field, type the Sandbox URL.

  4. If you are using a proxy server, then select the Use Proxy Server check box and then do the following:
    1. In the Proxy Host field, type the host name or IP address of the proxy server.
    2. In the Proxy Port field, type the number of the TCP port that the proxy server uses to listen for client connections.
    3. In the Proxy Username field, type your user name for accessing the proxy server.
    4. In the Proxy Password field, type the password corresponding to the user name you specified above.
  5. To configure TLS settings, do the following:
    1. To specify the trusted CA certificates that you want to use to verify the server, do one of the following:
      • To verify the server using the certificates from a specific .pem file, specify the full path to the file in the Trusted Certificates field and leave the Use System Trust Store check box clear.
      • Or, to use the certificates from the .pem file that is installed with the connector, leave the default value in the Trusted Certificates field, and leave the Use System Trust Store check box clear.
      • Or, to use the certificates from the Windows trust store, select the Use System Trust Store check box and leave the Trusted Certificates field cleared.
    2. To specify the minimum version of TLS to use, from the Minimum TLS drop-down list, select the minimum version of SSL.
      3. Important:

      Important:

      • Salesforce does not support TLS 1.0 or earlier. If you set this option to 1.0, your connection might fail.
      • The Simba Salesforce ODBC Connector requires an SSL/TLS connection.
  6. To configure advanced connector options, click Advanced Options. For more information, see Configuring Advanced Options.
  7. To configure logging behavior for the connector, click Logging Options. For more information, see Configuring Logging Options.
  8. To test the connection, click Test. Review the results as needed, and then click OK.
    9. Important:

    Important:

    If the connection fails, then you might need to provide a security token. To obtain a security token, follow the instructions in the Salesforce documentation located at https://help.salesforce.com/apex/HTViewHelpDoc?id=user_security_token.htm. Copy and paste the security token into the Security Token field, and then test the connection again. You can save the security token in the DSN by selecting the Save Security Token check box.

  9. To save your settings and close the Simba Salesforce ODBC Driver DSN Setup dialog box, click OK.
  10. To close the ODBC Data Source Administrator, click OK.

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