topic Re: Problems Querying Salesforce Objects in Service

Problems Querying Salesforce Objects

phyten — Thu, 15 Dec 2016 08:06:20 GMT

I saw that I can connect to salesforce objects via PowerBi Desktop. Now I am trying to get everything going within apps.powerbi.com, I just couldn't find a way to connect to the salesforce objects there. Did I overlook something or is this simply not possible (yet).

Re: Problems Querying Salesforce Objects

Anonymous — Fri, 16 Dec 2016 02:21:17 GMT

Hi phyten,

On service side, there are three connectors used to connect the salesforce database, You can find them at Get Data ->Services.

For detailed information, you can refer to below article:

Salesforce content pack for Power BI

Regards,

Xiaoxin Sheng

Re: Problems Querying Salesforce Objects

phyten — Fri, 16 Dec 2016 08:26:04 GMT

Yeah I already found thos options but I can't manage to connect to salesforce objects with those. Will there be the possibility to do this in the future? Why is it possible within the desktop version but not within the service solution?

Re: Problems Querying Salesforce Objects

Anonymous — Tue, 20 Dec 2016 00:53:10 GMT

Hi phyten,

Sorry for slow response, I find power bi desktop already contain the salesforce connector, you can find it at "Online Services -> Salesforce Objects".

Regards,

Xiaoxin Sheng

Re: Problems Querying Salesforce Objects

MEclay — Wed, 01 Feb 2017 21:48:44 GMT

Anonymous Yes, you can connect with salesforce objects within power BI DESKTOP.

phyten is asking if it's possible to connect to salesforce objects via power BI WEB SERVICE.

Is the answer just no? I'm in the same predicament, trying to figure out if I can connect, otherwise I would have to refresh my desktop app and then publish the refreshed version to the web every time I want my users to have fresh data. Of course, this is a ridiculous route as of now.

Re: Problems Querying Salesforce Objects

Anonymous — Tue, 07 Feb 2017 09:09:01 GMT

Hi MEclay,

>>I'm in the same predicament, trying to figure out if I can connect, otherwise I would have to refresh my desktop app and then publish the refreshed version to the web every time I want my users to have fresh data. Of course, this is a ridiculous route as of now.

I don't know why you can't refresh data at service side, I can refresh data without any problems, below is the steps:

1. Get data from salesforce objects. (Use product mode, sign in account)
2. Create the visuals and publish this file to web.
3. Find out the dataset of salesforce object.(Settings -> Datasets)

4. Edit data source crestionals. (Use OAuth2 mode, sign in account)

Regards,

Xiaoxin Sheng

Re: Problems Querying Salesforce Objects

MEclay — Tue, 07 Feb 2017 15:26:47 GMT

hi Anonymous I've connected my salesforce credentials via those steps. However, the data is still not updating when I refresh dashboard or reports based on the dataset.

I think this is how it's intended to work though - I notice that it looks like the data loaded in Power BI desktop is stored on my desktop (72MB file), therefore a refresh to salesforce isn't re-pulling that data - it's not really doing anything.

I think the refresh only pertains to data that was originally accessed through the Power BI webservice.

Thanks,

Matt

Re: Problems Querying Salesforce Objects

Anonymous — Wed, 08 Feb 2017 02:46:06 GMT

Hi MEclay,

I think it may related to your network, perhaps you can submit a support ticket.

Regards,

Xiaoxin Sheng

Re: Problems Querying Salesforce Objects

MEclay — Tue, 21 Feb 2017 23:10:37 GMT

Anonymous Hi,

Can you answer the question of whether or not it is possible to connect to Salesforce Objects (Not Salesforce Reports) via the web service?

And if not, is there a way to refresh a dataset that has been published (from desktop -> webservice) without opening power BI desktop.

These seem like straightforward questions.

Thanks,

Matt

Re: Problems Querying Salesforce Objects

Anonymous — Wed, 22 Feb 2017 01:40:10 GMT

Hi MEclay.

>>Can you answer the question of whether or not it is possible to connect to Salesforce Objects (Not Salesforce Reports) via the web service?

I can connect to salesforce database on service side and refresh.

Regards,

Xiaoxin Sheng

Re: Problems Querying Salesforce Objects

MEclay — Wed, 22 Feb 2017 17:43:57 GMT

Anonymous Hi,

Sorry for the confusion, but that's connecting to the Reports functionality in salesforce.

There are two ways to connect to Salesforce, at least with many connectors:

1. Salesforce Reports

2. Salesforce Objects

Salesforce Objects let's you connect/retrieve information directly from their database Tables.

The Power BI desktop version shows connections for both Reports and Objects. But when I use web service it just shows connections for Reports - which you have taken pictures of. They are two different things, and I'm thinking that webservice cannot connect to "Salesforce Objects" directly.

Below is a picture of the connections available in Desktop:

Thanks,

Matt