I am testing Power BI. The Salesforce connector works well.
However, we have multiple Salesforce orgs and I am wodnering if it is possible to connect to each of them and pull data from each org into a single dashboard?
For example, if I pull in a report on all Opportunities, there will be some overlap of customers. If two opportunites are linked to a contact with the same email address (even though in different salesforce orgs), then can Power BI report on this?
You should be able to do it by using \get data\from Salesforce and seect "custom" instead of "production".
"Custom" option allows you to connect to a Sandbox and to Production.
You need to add the url of your "production" environment (like https://eu14.salesforce.com/)
If you have more than one instance of SFDC in the same environment, you can use "login.salesforce.com", "emea.salesforce.com, etc.
I tried that. When I click Get Data -> Salesforce for the first time, it asks me to login, and I can then connect without trouble.
However, if I go to Get Data -> Salesforce for a second time, it automatically uses my existing credential and doesn't give any option to enter a different one.
Did you selected "Custom" when selecting the environment?
You will be able to find you Salesforce URL in the UI.
Use different URL, for example login.salesforce.com and emea.salesforce.com can work with your instance, try if that is the case, and if so, you can use them as different "custom" connections.
1) Log into your salesforce instance.
2) Take note of the subdomain of the url after you login. We will use this in a later step... Example: https://na78.lightning.force.com
3) Click Get Data
4) type Salesforce into search
5) Click on Salesforce Objects. A window will pop up
6) Choose the Custom radio button and then type this into the text field https://na78.salesforce.com (using whatever subdomain is right for your instance of Salesforce). This will take you through the login process again so you can access more than one instance of Salesforce
Hi - I have two SFDC orgs...both of them on the same instance or sub-domain (i.e. NA01). Therefore I can't use NA01.salesforce.com to login. If I connect to both of them in one report via login.salesforce.com I can pushlish the report with the data from the two different instances, however once I refresh the data via the service, since the path to login for both is login.salesforce.com...it consideres it one datasource and only allows me to populated one set of credentials instead of two.
Has anyone encountered a solution to this??