Forum Discussion

pdowninghpn's avatar
pdowninghpn
Frequent Visitor
8 years ago
Solved

Can't see Salesforce Account Object

When I get data from Salesforce, I don't see the Account object? I'm a sysadmin in the Salesforce instance so I would think this isn't a permissions issue.

 

 

Any ideas on how to ensure I see all the objects (Case, Opportunity, etc all show in the list)?

  • Hi pdowninghpn

     

    In Salesforce go to setup and search "Rename Tabs and Labels", if "Account" object was renamed, you will  see the new "label".

    In Power BI query editor you can search by this label.

     

    Pablo

7 Replies

  • Hi pdowninghpn

     

    In Salesforce go to setup and search "Rename Tabs and Labels", if "Account" object was renamed, you will  see the new "label".

    In Power BI query editor you can search by this label.

     

    Pablo

  • v-yulgu-msft's avatar
    v-yulgu-msft
    Icon for Microsoft Employee rankMicrosoft Employee

    Hi pdowninghpn,

     

    In my test, I could load data of Account object in desktop preview window. You could update your Power BI desktop to the latest version for a test.

     

    Could you see those data in Salesforce site? I think you should check whether you made some configurations on Salesforce side which might hide the Account object or prevent the Account object to be exported. For this problem, I would suggest you contact with Salesforce support team for advice.

     

    Regards,

    Yuliana Gu

  • Anonymous's avatar
    Anonymous
    Not applicable

    I am also getting the same issue. It isn't a permission issue in Salesforce. I am unable to import "Open Orders" object and I am using the latest version of PowerBI.

    • pdowninghpn's avatar
      pdowninghpn
      Frequent Visitor

      See the solution for my issue. Was your Accounts object renamed?

  • Hi pdowninghpn 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 from the SF objects API. 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. 

     

  • metrica's avatar
    metrica
    Icon for Post Prodigy rankPost Prodigy

    Hi pdowninghpn 

     

    The accepted solution is correct. If the Account object was renamed under Rename Tabs and Labels in Salesforce, Power BI may show the renamed label in Navigator instead of Account.

     

    Power BI Connector for Salesforce is another option for selecting and previewing the required standard and custom objects and fields before import.

     

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

     

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

     

    Cheers,
    Metrica Team