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BalaVenuGopal's avatar
BalaVenuGopal
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8 years ago

CAN WE WRITE SOQL FOR SALESFORCEOBJECT CONNECTION

Hi ,

 

I am connecting to salesforce object to pull object as it had 55 columns and huget data when ever i am opeing report it is taking lot of time to refresh.

 

Can anyone of you suggest some solution .And is there any way to write (SOQL) statement which will select only required columns with filtered data.

 

 

Thanks in advance,

Venu Gopal.

Need Help

3 Replies

  • ReportGuru's avatar
    ReportGuru
    Icon for Post Patron rankPost Patron
    2 years ago

    Hi BalaVenuGopal were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector, which pulls data directly from SF objects API. I use windsor.ai to export my data and similar to a SQL query I can pre-filter my data on the tool UI before exporting it to Power BI, so it's way easier than building a SQL query. Just trying 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. 

     

  • metrica's avatar
    metrica
    Icon for Post Prodigy rankPost Prodigy
    1 month ago

    Hi BalaVenuGopal,

     

    The current Salesforce Objects connector includes a Select Query advanced option that can be used to request only the required fields.

     

    Another option is Power BI Connector for Salesforce. It lets you select objects and fields visually, apply filters before export, or use SOQL mode for more advanced query logic. Reducing the exported dataset can also help improve refresh performance.

     

    AppExchange and 30-day free trial:
    https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    Documentation:
    https://metricasoftware.com/docs/salesforce/

     

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

     

    Cheers,
    Metrica Team