Identify necessary connection information, including a username, password, and token. Want things to go smoother? Then make the following preparations before you link or import: For more information, see Compare Microsoft 365 Enterprise Plans. Note The ability to link to or import data from Salesforce is only supported in volume licensed instances of Access 2019 or the following Microsoft 365 Enterprise plans: Microsoft 365 Apps for enterprise, Office 365 Enterprise E3, and Office 365 Enterprise E5. When you import data, Access creates a one-time, copy of the data, and so changes to data in either Access or Salesforce are not synchronized. When you link to data, Access creates a two-way connection that synchronizes changes to data in Access and Salesforce. You can link to or import data from Salesforce, which is a customer relationship management (CRM), cloud-based business solution.
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