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 s...
Need Help
  • pablobarra's avatar
    pablobarra
    8 years ago

    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

ReportMaster's avatar
ReportMaster
Post Partisan
2 years ago

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.