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JohnDahis's avatar
JohnDahis
Icon for Helper III rankHelper III
7 years ago
Solved

Limit/custom the data import from Salesforce objects

Good day, With Power BI Desktop, I am accessing Salesforce objects and import Salesforce data from Online Services -> Salesforce Objects connector.   For a Salesforce report, is there a way to l...
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  • v-piga-msft's avatar
    v-piga-msft
    7 years ago

    Hi JohnDahis ,

    By my research, I'm afraid that we may not get data from Salesforce object with limit column name.

    We could import the data and then delete the column you don't need in Query Eidtor.

    Best  Regards,

    Cherry

metrica's avatar
metrica
Icon for Post Prodigy rankPost Prodigy
2 months ago

JohnDahis with the native Salesforce Objects connector, the UI path is limited if you need clear source-side row filtering before the data reaches Power BI. You can reduce model size by selecting only the fields you need and avoiding unnecessary relationship columns, but if you need to filter rows by Name, date, status, owner, or another Salesforce field before import, a SOQL-based or prepared-source approach is usually cleaner.

 

Power BI Connector for Salesforce by Metrica Software can help with this:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

It lets you prepare Salesforce data sources, select objects and fields, apply filters, preview the output, and use SOQL mode when needed. This gives more control over what is exported to Power BI.