Forum Discussion
Publishing error
- 6 years ago
Anonymous ,
Does this issue also happen in power bi desktop? If not, please check if this issue still persists in different browsers. You can refer to similar case below:
https://community.powerbi.com/t5/Desktop/Salesforce-Connection-Browser-error/td-p/830298
Regards,
Jimmy Tao
Hi Anonymous,
I know this is an old thread, but for anyone still running into this kind of Salesforce to Power BI publishing issue, I would also test the Salesforce data connection path separately from the PBIX publishing step.
A 10 MB file with around 120K rows does not sound huge by itself, so the issue may be related to how the Salesforce data is being pulled, refreshed, or transported during publish.
One alternative worth checking is Power BI Connector for Salesforce by Metrica Software, available on Salesforce AgentExchange / AppExchange:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577
The idea is to define the Salesforce data source inside Salesforce, choose only the objects and fields you need, apply filters there, and then consume that prepared data source in Power BI. This can make the Salesforce to Power BI pipeline more predictable than relying only on the native connector path.
A few reasons it may be relevant here:
- It supports standard and custom Salesforce objects.
- You can select only the required fields and apply filters before the data reaches Power BI.
- If you also use Salesforce Reports, it avoids the frustrating 2,000-row Salesforce Reports limit that the native Reports connector can hit.
- There is a 30-day free trial, so you can test it on the same Salesforce object or report before committing.
Docs are here:
https://metricasoftware.com/docs/salesforce/
Support is here:
https://metricasoftware.com/docs/salesforce/contact-support/
Disclosure: I am with Metrica. If useful, we can also set up a quick demo and walk through the setup, data source creation, Power BI connection, and refresh behavior.
Hope this helps as an alternative path, especially if the standard connector keeps closing the connection during publish.
Cheers,
Metrica Team.