Forum Discussion
Salesforce Data Flow
Hi all
I created a data flow in power BI web, connecting this flow to a salesforce object (opportunity). So far ok.
I saved, updated, scheduled the next update. As shown (image1)
So, in power BI desktop when trying to import the data flow I created, the data does not appear. (image2)
Can anyone help me if I did something wrong?
Regards
Mozart
Hi, Anonymous
Please check the transformations you have made on the entities. For further information, you may refer to the following link.
Best Regards
Allan
If this post helps, then please consider Accepting it as the solution.
5 Replies
v-alq-msftCommunity Support
Hi, Anonymous
Please check the transformations you have made on the entities. For further information, you may refer to the following link.
Best Regards
Allan
If this post helps, then please consider Accepting it as the solution.
v-alq-msft Thanks your reply.
With the suggestion of the link, I verified that the problem is in the date fields. In fact, when I import only columns with formats other than date, it works correctly. It was enough to insert a column with date, the flow does not work. Even if I change the date column to text, the flow does not work.
Any other suggestions?
Best
Mozart
- ReportGuru
Post Patron
Hi, were you able to find a solution? I've used the Salesforce objetc connector but I had some issues with my data. 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:
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:
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.
- metrica
Post Prodigy
Hi Mozart,
This sounds like a dataflow entity issue rather than a Salesforce connection issue.
Since the entity works when you exclude date columns, I would focus on how those Salesforce date or datetime fields are being typed and transformed inside the dataflow. I would try a very small test entity first:
Opportunity Id and Name only.
Add one Salesforce date field.
Add one Salesforce datetime field.
Check whether the entity still loads and appears in Power BI Desktop.
If it breaks, convert the date or datetime field to text at the earliest possible step, or create a separate normalized date column before saving the dataflow.
If the goal is simply to bring Salesforce Opportunity data into Power BI Desktop, another route is to skip the dataflow layer and connect Power BI to a prepared Salesforce dataset directly.
Power BI Connector for Salesforce by Metrica Software can help with that: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577
With this connector, you create a data source inside Salesforce, select the Opportunity fields you need, apply filters, preview the output, and then connect Power BI to that prepared source. SOQL mode is also available if you need more control over date fields and filtering.
This does not fix Power BI dataflow date handling itself, but it can remove the extra dataflow layer if that is where the problem occurs.
Docs: https://metricasoftware.com/docs/salesforce/
Support: https://metricasoftware.com/docs/salesforce/contact-support/
Happy to show how we would structure an Opportunity export with date and datetime fields for Power BI.
Cheers,
Metrica Team
