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nrawlins Frequent Visitor
Frequent Visitor

Not possible to get Note (ContentNote) from Salesforce

Hi,

 

It seems it is not possible to get the Note (ContentNote) data from Salesforce using Power BI.

 

We really need this functionality but it seems its not avaiable, the object is not in the list.

 

This is to return the Enhanced Notes in Salesforce from Lightning.

 

Does anyone have any workarounds or solution please?

 

Thank you

6 REPLIES 6
Moderator v-yuezhe-msft
Moderator

Re: Not possible to get Note (ContentNote) from Salesforce

@nrawlins,

Do you connect to Salesforce content pack in Power BI Service? If so, please use SalesForce object connector in Power BI Desktop instead to connect to your source and check if you can get Note.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
nrawlins Frequent Visitor
Frequent Visitor

Re: Not possible to get Note (ContentNote) from Salesforce

Hi Lydia,

 

Thank you for your response.

 

We are already using PowerBI Desktop using Salesforce Object Connector.

 

The "Note (ContentNote)" is not avaiable in the list - only the old legacy "Note" object, so this will not work for people using the enhanced version of Salesforce Notes.

 

It is also only avaiable in Salesforce Data Loader when selecting "Show all Salesforce objects"

 

Any idea's?

 

Thanks

Highlighted
Moderator v-yuezhe-msft
Moderator

Re: Not possible to get Note (ContentNote) from Salesforce

@nrawlins,

Do you get expected result when you connect to Salesforce from Excel?

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
nrawlins Frequent Visitor
Frequent Visitor

Re: Not possible to get Note (ContentNote) from Salesforce

@v-yuezhe-msft

 

Hi Lydia,

 

No sorry its exactly the same and is missing from that list also.

 

Regards,

 

Nick

Moderator v-yuezhe-msft
Moderator

Re: Not possible to get Note (ContentNote) from Salesforce

@nrawlins

I suspect that it doesn't support to get Note(ContentNote) of salesforce data in Power BI, I would recommend you submit a feature request in Power BI ideas forum.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
pablobarra Regular Visitor
Regular Visitor

Re: Not possible to get Note (ContentNote) from Salesforce

Hi

 

Can it be a security issue?

Have you checked the "Field level security" for the custom field? It should be visible for the profile of the user that is using Power BI/Excel.

You can try also deleting Power Query or Power BI cache and refresh preview.

Regards