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Not sure why this appears to be so difficult (Probably just me)
I have previously created data sets which come from Salesforce.com - some are Objects (Account, Opportunity, etc.) and others are reports. I am in the process of cleaning up some obsolete fields in Salesforce but since they were part of the data source that I initially defined in Power BI, if I simply delete them from Salesforce then the refresh and sync will fail.
I have tried to go into Power BI (Desktop) and Remove the fields from the query first but when I delete the field it give me an error saying that the field can't be found in the table? I've gone round and round and can't see why what should be a simple task is not working!
Goal: Delete fields in Salesforce object - Refresh and Sync in PowerBI don't break!
Thanks!
Solved! Go to Solution.
Hi @Megachuckmc,
You should have some steps in your query that explicitly reference the deleted column. You can open advanced editor on your query, then find the deleted column in it, and correct the codes in advanced editor. This way, you will be able to refresh data in Power BI Desktop.
Thanks,
Lydia Zhang
Hi @Megachuckmc were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector. 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.
Hi @Megachuckmc,
You should have some steps in your query that explicitly reference the deleted column. You can open advanced editor on your query, then find the deleted column in it, and correct the codes in advanced editor. This way, you will be able to refresh data in Power BI Desktop.
Thanks,
Lydia Zhang
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