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Anonymous
Not applicable

Power BI Datafllow Cannot connect to Salesforce

When creating a Dataflow, after selecting Salesforce, it errors out immediatly without providing a login window. 

 

DataflowSalesforce.PNG

3 REPLIES 3
ReportGuru
Helper V
Helper V

Hi, were you able to find a solution? I think in this case there's no need to use a dataflow.  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:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

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. 

 

SELECT_DESTINATION_NEW.png

v-eachen-msft
Community Support
Community Support

Hi @Anonymous ,

 

Do you use a Salesforce free trail account? 

From this article, there is a limitation when using free trail account to create a entity to get data from Salesforce: 

"Salesforce connector - Using a trial account for Salesforce with dataflows results in a connection failure with no information provided. To resolve this, use a production Salesforce account or a developer account for testing."

 

Community Support Team _ Eads
If this post helps, then please consider Accept it as the solution to help the other members find it.
venal
Memorable Member
Memorable Member

@Anonymous 

I also got same error message, after click on "sin-in" you will get ann error message with session id.

 

Please take a screenshot of that and submit a support ticket.

 

https://powerbi.microsoft.com/en-us/support/

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