Forum Discussion
Salesforce Activities
Does Power BI pull the same data that salesforce reports or does it also pull in archived data as well.
The reason I ask is because salesforce archives closed activities that have due dates over a a year old. Anything over a year of history isn't showing in Power BI.
3 Replies
- Greg_Deckler
Community Champion
Which connector are you using? Salesforce Objects or Salesforce Reports or other?
CoderZen08Helper V
Hi, were you able to find a solution? 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.
