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Kolumam Member
Member

Data source Error when connecting Opportunity object from Salesforce

Hi All,

 

I have been facing this issue for the past 1 year that when I connect Opportunity object from Salesforce it is throwing me this error. I contacted Salesforce and they told me that this error is coming from Power BI side and that their API version is 29. When I asked power BI they said they don't have work around for this. This is really annoying as everytime I had to extract the Opportunity object into a excel and connect it with power BI and hence it's useless even if auto refresh is enabled. Is there any work around to fix this ? Kindly help. 

 

11 REPLIES 11
anktaggrwl Regular Visitor
Regular Visitor

Re: Data source Error when connecting Opportunity object from Salesforce

I had a tremendous amount of lag and issues with loading data from SFDC in the beginnig and it turned out that our instance had a TON of validation rules causing the issues... so we added 'View All' to my user profile to bypass SFDC having to go through and check through validation rules before it served up data - and it instantly made pulling objects a lot smoother...

 

Do you have the ability to get 'view all' added as a permission set to your user profile in SFDC?

Kolumam Member
Member

Re: Data source Error when connecting Opportunity object from Salesforce

Hi  @anktaggrwl

 

Where do I do this ?

 

Thanks

Krishna

anktaggrwl Regular Visitor
Regular Visitor

Re: Data source Error when connecting Opportunity object from Salesforce

 

Not sure if you are sysadmin or have the right access to add it yourself - but it would be in 'Advanced User Details' and then navigate down to 'permission sets' and add the 'View All Data' permission set.

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Kolumam Member
Member

Re: Data source Error when connecting Opportunity object from Salesforce

Hi @anktaggrwl

 

It was in Read and I enabled View all and then tried connecting to Power Bi. Still the same error.

 

Thanks

Krishna

pablobarra Regular Visitor
Regular Visitor

Re: Data source Error when connecting Opportunity object from Salesforce

Hi @Kolumam

 

Are you able to get data from other objects?

Have you tried with Sandbox?

 

Please try with:

In Power BI, Gest data, Blank Query

In query editor go to View, Advanced Editor

 

Copy the following:

let
Source = Salesforce.Data("https://login.salesforce.com/"),
#"Filtered Rows" = Table.SelectRows(Source, each ([Name] = "Opportunity")),
#"Expanded Data" = Table.ExpandTableColumn(#"Filtered Rows", "Data", {"Id", "RecordTypeId", "Name", "StageName"}, {"Id", "RecordTypeId", "Name.1", "StageName"})
in
#"Expanded Data"

 

Thanks

 

Pablo

Kolumam Member
Member

Re: Data source Error when connecting Opportunity object from Salesforce

Hi @pablobarra

 

I copy pasted your command in query editor. IT gave me the same error.

Power BI Opportunity error.PNG

 

Kindly help me with this. Thanks

 

Kolumam

pablobarra Regular Visitor
Regular Visitor

Re: Data source Error when connecting Opportunity object from Salesforce

Hi @Kolumam

 

Are you able to get data from other objects, like account, contacts, etc?

Have you tried connecting to opportunities in Sandbox (Prelive/test)?

 

You are connecting to an standard object,  there shlould not be issues.

You can try with the same command but first:

  1. In Power BI delete cache
  2. copy code to query editor
  3. if you get the same error, try "Refresh Preview"

Thanks

Pablo

Kolumam Member
Member

Re: Data source Error when connecting Opportunity object from Salesforce

Hi @pablobarra

 

Even after clearing the cache the same error prevails. I can connect to other objects like accounts, leads etc.. The reason this is not working is because of the API version 29 for Opportunity object. Please see the screenshot even after clicking refresh all.

 

PBI Error.PNG

 

Thanks

Krishnamurthy

Kolumam Member
Member

Re: Data source Error when connecting Opportunity object from Salesforce

Hi @pablobarra

 

Even when I connect to Sandbox I get the same error. Kindly help.

 

Thanks

Krishna