Reply
emmanmapada
Frequent Visitor
Partially syndicated - Outbound

Salesforce Objects - New Fields

Our company recently had a Salesforce redesign and managed to lessen the number of fields on the Accounts objects. How do I display the new (and lesser) fields in Power BI if I load the entire Account object? I tried doing it and it still shows the old fields.

 

Thank you in advance!

10 REPLIES 10
pablobarra
Advocate I
Advocate I

Syndicated - Outbound

Hi

 

You can use a a couple of options:

 

1) in Power BI go to Options\"Clear cache" and click the "Refresh Preview" button in Query Editor of Power BI. Select an early step, if you have a trasnformation like "Remove other columns" you have double click in the step and check the new fields to be included.

 

2) With your Excel spreadsheet connected to Salesforce, if you can see the new fields in the preview table, you can copy the M code from you Excel Advanced editor to  the Advanced editor in Power BI

 

Regards

v-yuezhe-msft
Microsoft Employee
Microsoft Employee

Syndicated - Outbound

@emmanmapada,

Have you clicked the "Refresh Preview" button in Query Editor of Power BI ?

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.

Syndicated - Outbound

Hi Lydia,

 

Thanks for the help. I did, but it still shows the old fields.

Syndicated - Outbound

@emmanmapada,

Are you able to view the new field when you connect to salesforce from other applications such as Excel? What is the type of this field?

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.

Syndicated - Outbound

@v-yuezhe-msft Yes. I am able to view the fields when I export to Excel. The field types are a combination of drop-down and free text fields. 

Syndicated - Outbound

@emmanmapada,

What is the specific option in Excel do you use? If you use Power Query option, could you please post the code in Advanced Editor of Power Query? And also please post the code in Advanced Editor of existing query in Power BI Desktop. Do mask sensitive data before uploading codes.

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.

Syndicated - Outbound

@v-yuezhe-msft Please see side by side comparison of Contact Object and Power BI

 

Presentation1.png

Syndicated - Outbound

@emmanmapada

I am not able to see the second screenshot.

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.

Syndicated - Outbound

@v-yuezhe-msft Hello. It's only one image. Left is Salesforce, beside it is Power BI.

Syndicated - Outbound

@emmanmapada

Could you please post the code in Advanced Editor of Power Query?

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.
avatar user

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!

Jan25PBI_Carousel

Power BI Monthly Update - January 2025

Check out the January 2025 Power BI update to learn about new features in Reporting, Modeling, and Data Connectivity.

Jan NL Carousel

Fabric Community Update - January 2025

Find out what's new and trending in the Fabric Community.

Top Solution Authors (Last Month)
Top Kudoed Authors (Last Month)