Salesforce Integration - Filter based on Salesforce Field

mattanchor1 — Thu, 01 Feb 2024 02:35:54 GMT

Hi,

Apologies in advanced if this is posted to the wrong forum...

I have integrated PBI successfully into Salesforce, but I'm having an issue trying to filter based on a value of a field of the Record you're in, in Salesforce.

I have created a custom formula (text) field in Salesforce as a Filter and it works if I use a static value:

"View/contact_id eq '123456789'"

But ideally, I would like the PBI report to filter dynamically based on the Contact ID field value of the Contact you select in Salesforce:

"View/contact_id eq 'Contact_ID__c'"

Re: Salesforce Integration - Filter based on Salesforce Field

lbendlin — Fri, 02 Feb 2024 00:48:31 GMT

Seems to work for others - you may need to place your quotes differently

Solved: Salesforce URL link to open and filter Power BI fi... - Microsoft Fabric Community

topic Re: Salesforce Integration - Filter based on Salesforce Field in Developer

Salesforce Integration - Filter based on Salesforce Field

Re: Salesforce Integration - Filter based on Salesforce Field