Forum Discussion
Dataflow and Multiple Salesforce Orgs
Hi andreamastrini ,
For multiple Salesforce orgs, I would treat each org as a separate data source, not as one shared Salesforce connection.
Use a unique Salesforce My Domain or custom domain for each org, for example:
https://companyA.my.salesforce.com
https://companyB.my.salesforce.com
Then create separate queries or separate dataflows for each org, configure credentials for each source, add an OrgName column, and append the data only after the schemas are aligned.
If you export a dataflow to JSON and import it again, I would expect to re-enter credentials in the target workspace. The query definition can move, but credentials usually need to be configured again.
If this becomes difficult to maintain in Dataflows, another option is to prepare each Salesforce org separately before Power BI.
Power BI Connector for Salesforce by Metrica Software can help: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577
It lets you create prepared Salesforce data sources inside each Salesforce org, select the needed objects and fields, apply filters, preview the output, and then connect Power BI to each prepared source.
This does not create one central credential manager for all orgs, but it gives a cleaner Salesforce-to-Power BI path than maintaining complex multi-org Dataflow logic.
Docs and support:
https://metricasoftware.com/docs/salesforce/
https://metricasoftware.com/docs/salesforce/contact-support/
Cheers,
Metrica Team