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Anonymous
Not applicable

How can I use Salesforce rest API in power BI Desktop

Hello All,

 

I am working on power bi desktop.

I am using salesforce as a data source for creating report.

However I am using Salesforce rest api to get data from salesforce database.

I am not able to use salesforce rest api in power bi to get data.

 

Could you please help me to do that?

 

Please tell me,

How can I use Salesforce rest API in power BI Desktop?

 

8 REPLIES 8
ReportGuru
Helper IV
Helper IV

Hi, were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

 

SALESFORCE-1.png

 

After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

 

SALESFORCE-2.png

 

There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

 

SELECT_DESTINATION_NEW.png

yun
New Member

Any update on this?  How to use SF Rest API to query objects in Power BI, without using the two built-in SF Connectors?

 

LucasRibeiro95
Regular Visitor

I have the same question, did you get the answer?

vmakhija
Post Prodigy
Post Prodigy

@Anonymous 

Go to "Get Data" and search for Salesforce. You will see options for Salesforce objects and Salesforce reports.

Ask your salesforce admin to provide access to required salesforce objects to your ID.


Regards

parry2k
Super User
Super User

@Anonymous did you tried using salesforce connector available in power bi desktop to get data?



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Anonymous
Not applicable

Yes I have used salesforce object connector.

I am able to fetch data using salesforce object connector.

However, I dont want to load all the data using object connector and then filter it.

I am looking for, filter data first using salesforce api and then load data in power bi.

@Anonymous you can also use SF Report connector to get data from report and filter data in the report. Do you think that will work?



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Anonymous
Not applicable

I dont think so..

 

Cant we use Salesforce API in power BI?

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