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lrockwell's avatar
lrockwell
Frequent Visitor
9 years ago
Solved

Salesforce credentials

New to Power BI. When getting data from Salesforce (Objects) i do not see where one can sign in with the SF credentials. I worked in Power BI several days ago and then my sign on (SF) was changed and...
Need Help
  • Anonymous's avatar
    Anonymous
    9 years ago

    lrockwell,

    How do you connect to Salesforce, using Power BI Desktop or Salesforce content pack in Power BI Service?

    If you use Power BI Desktop, go to File->Options and Settings->Data Source Settings, find the Salesforce data source, click “Edit permissions” to change credential.

    However, if you connect to Salesforce content pack in Power BI Service, firstly delete the existing Salesforce dataset in Service, then re-connect to the Salesforce content pack by using InPrivate Browsing in IE.

    Regards,
    Lydia

  • Anonymous's avatar
    Anonymous
    9 years ago

    lrockwell,


    If my reply solves your issue, please accept it as solution, that way, other community members would easily find the answer when they get same issues.

    Regards,

metrica's avatar
metrica
Icon for Post Prodigy rankPost Prodigy
1 month ago

Hi lrockwell 

 

In Power BI Desktop, open File > Options and settings > Data source settings, select the Salesforce source, and choose Edit Permissions or Clear Permissions. Then reconnect using the required Salesforce account.

 

Power BI Connector for Salesforce uses an app-specific access token stored in the metricaToken parameter. The token can be replaced in Power BI when access needs to be updated.

 

AppExchange and 30-day free trial:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

 

Docs and support:
https://metricasoftware.com/docs/salesforce/
https://metricasoftware.com/docs/salesforce/contact-support/

 

Cheers,
Metrica Team