Forum Discussion
Helper VGrabbing values from a picklist in Salesforce
Hi,
I have a report which grabs data from Salesforce objects. One of the objects contains a PickList field. The values that this field can be is set in Salesforce (the Object manager --> Fields & Relationships --> field name --> Values). It would look something like:
I was wondering how do I obtain these values for my Power BI report?
Hi jasonyeung87
This question can be quite challenging to answer without access to SFDC objects or a set of objects like yours. At a previous company where we used SFDC, I often had to explore all available objects in the query editor to find the necessary information - that involved expanding the list/records/tables within the objects themselves. Keep in mind that you might not have access to all objects visible in the SFDC interface, as access is controlled by the SFDC admin for your organization. I would recommend reaching out to your SFDC admin or IT team to help locate that object, or alternatively, create a Salesforce report containing the same informaiton (if possible)and connect to that report.
2 Replies
- danextian
Super User
Hi jasonyeung87
This question can be quite challenging to answer without access to SFDC objects or a set of objects like yours. At a previous company where we used SFDC, I often had to explore all available objects in the query editor to find the necessary information - that involved expanding the list/records/tables within the objects themselves. Keep in mind that you might not have access to all objects visible in the SFDC interface, as access is controlled by the SFDC admin for your organization. I would recommend reaching out to your SFDC admin or IT team to help locate that object, or alternatively, create a Salesforce report containing the same informaiton (if possible)and connect to that report.
jasonyeung87Hi danextian ,
Thanks for the tips! I'll do some experimentation to see if I'm able to obtain the values.
Jason