Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Add data salesforce

Hello,   Does anyone know if there's a possibility to use a dataflow to get salesforce data and then add it to an existing table other than a scheduled refresh. I'm having difficulty going around t...
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metrica's avatar
metrica
Post Prodigy
1 month ago

Hello,

 

I would avoid solving this by manually appending daily Salesforce Report exports.

 

The 2,000-row issue comes from the Salesforce Reports API. If Salesforce Reports stay as the source, the workaround can remain fragile.

 

The cleaner native option is to use Salesforce Objects instead of Salesforce Reports, then rebuild the reporting logic in Power BI. The Objects connector does not have the Salesforce Reports 2,000-row limit.

 

Dataflows can support incremental refresh, but that is not the same as a general append-only workaround for report exports. If you need historical storage, use a proper storage layer or an incremental refresh design based on a stable DateTime field.

 

Another option is Power BI Connector for Salesforce by Metrica Software: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

 

It lets you create Salesforce data sources, select objects and fields, apply filters, preview the output, and use SOQL mode when needed. This can help avoid the Salesforce Reports 2,000-row limit without splitting reports or manually appending daily exports.

 

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

 

Cheers,
Metrica Team