Add data salesforce

[Anonymous]

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 the issue of max 2000 rows. If i can add the data instead of refreshing it, it would solve my problem since we're never going above 2000 rows every day.

Thank you

[metrica]

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

[ReportMaster]

Hi @Anonymous were you able to find a solution? I've used the Salesforce connector but I had some issues with my data too. As a workaround, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

[v-lili6-msft]

hi, @Anonymous 

Based on my research, The Salesforce Reports API has a restriction that supports up to 2,000 rows of data,

and you can use Salesforce Object connector in Power BI Desktop to pull all the rows from individual tables and recreate reports you’d like. The Object connector doesn’t have the 2000 row limit.

Best Regards,

Lin

[Anonymous]

Thank you, i will try that this week. Hope it works