Advanced Query Editor to change Salesforce Object Credentials

[phi2134]

Is it possible to change your SFDC object credentials within the Advanced Query Editor?  I need to bring in SFDC objects from multiple SFDC instances and since you cant have multiple accounts logged in, i was curious if you could do this right in the advanced query editor.

[pablobarra]

Hi

You should be able to get Salesforce data from multiple instances in the same dataset.

If you use the option get data from Salesforce and select "Custom" for both instances (even thougth they are production evironment, you need to select custom) and you add the url, you can select any object and combine the data.

You can use as URL the URL of your instance, for example:

https://cs82.salesforce.com/

https://emea.salesforce.com/

https://login.salesforce.com/

etc

The M code should look like this 3 examples:

Query 1

let
Source = Salesforce.Data("https://cs85.salesforce.com/"),
Opportunity1 = Source{[Name="Opportunity"]}[Data],
#"Removed Other Columns" = Table.SelectColumns(Opportunity1,{"Id", "Name"})
in
#"Removed Other Columns"

Query 2

let
Source = Salesforce.Data("https://emea.salesforce.com/"),
Opportunity1 = Source{[Name="Opportunity"]}[Data],
#"Removed Other Columns" = Table.SelectColumns(Opportunity1,{"Id"})
in
#"Removed Other Columns"

Query 3

let
Source = Salesforce.Data("https://cs80.salesforce.com/"),
Opportunity1 = Source{[Name="Opportunity"]}[Data],
#"Removed Other Columns" = Table.SelectColumns(Opportunity1,{"Id", "Name"})
in
#"Removed Other Columns"

In the examples, one of them is production and the other 2 are prelive. It is the same if all of them are production, you can add them as different Custom Salesforce data sources.

Regards

[v-sihou-msft]

@phi2134

No, Power Query only call Salesforce.Data() function, it's not possible to edit credential within Query Editor.

Regards,

[wildingcd]

Is there a workaround that would allow multiple Salesforce datasets?  We need a to be able to aggregate data across mulitple Salesforce orgs.

[phi2134]

Nope, not that I know of.  This is currently not possible and we are facing the same issues still.  The only option we ahve right now is to upload multiple sfdc datasets from different pbix files to the same workspace, there they can at least be shown together on a single dashboard, but not in a single report.