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Callump01 Frequent Visitor
Frequent Visitor

Using the 'Web' data source type for Salesforce

Hi,

 

I have quite a unique scenario in that I am wanting to use the Web data source type opposed to the actual Salesforce connectors for grabbing data from Salesforce. The reason behind this is that we have several reports built in Salesforce and when Power BI grabs these, they are outputted without any groupings or summaries which we want to keep, however if you grab the report directly using https://XXXXXXX.my.salesforce.com/ObjectIDHere?excel=1?exp=1 then the groupings and custom functions are kept.

 

I have tried feeding this URL directly into Power BI to grab the report, however it seems I am hitting an authentication problem as the detected data type is HTML and not XLSX as I would expect.

 

As this is configured as a 'Web' data source, how would I feed my credentials or an API key in?

 

Any help would be greatly appreciated, thanks.

 

Callum

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator v-yuezhe-msft
Moderator

Re: Using the 'Web' data source type for Salesforce

@Callump01,

Based on my research, Salesforce report api uses OAuth 2.0 for authentication, you can set up authentication following the guide in this article


Then provide the access token in Authentication header of Power Query, there is a similar blog for your reference.

Authorization: Bearer access_token

In addition, for more details about how to detemine the URL to connect to the salesforce report with API, please contact salesforce support.



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.

View solution in original post

1 REPLY 1
Moderator v-yuezhe-msft
Moderator

Re: Using the 'Web' data source type for Salesforce

@Callump01,

Based on my research, Salesforce report api uses OAuth 2.0 for authentication, you can set up authentication following the guide in this article


Then provide the access token in Authentication header of Power Query, there is a similar blog for your reference.

Authorization: Bearer access_token

In addition, for more details about how to detemine the URL to connect to the salesforce report with API, please contact salesforce support.



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.

View solution in original post

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