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Hello,
I'm newbie in Power BI yet so this issue I'm having could be easy to solve.
I'm trying to update or get another data from SalesForce but when I put my credentials the Power BI opens the SalesForce page instead of the tables or reports.
This is the page that I want to open.
This is the page that actually opens:
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:
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:
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.
@Anonymous,
There are two Salesforce related connector in power bi desktop, please use Salesforce Reports instead of Salesforce Objects.
Community Support Team _ Jimmy Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@Anonymous ,
Have you solved your issue by now? If you have, could you please help mark the correct answer to finish the thread? Your contribution will be much appreciated.
Regards,
Jimmy Tao
@Anonymous,
How many rows are there in your dataset? As I know, there's rows limitation on salesforce connector. Please refer to similar case below:
Community Support Team _ Jimmy Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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