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ltommylel's avatar
ltommylel
New Member
2 years ago
Solved

Missing Salesforce Fields When Loading Data Into Power BI

Hey everyone,

 

I'm trying to load in data from Salesforce Opportunity History object into Power BI and a quite few fields are missing.  The important fields I'm looking for that isn's available is:
1. Stage Duration

2. To Stage

3. From Stage

 

Creating a opportunity history report in Salesforce and loading in the report is insufficient because of the 2000 row limit.  Am I missing a setting somewhere to have all the fields visible in Power BI?

 

Salesforce 

  • That's not how Salesforce History objects work.  You need to bring your own filter (in this case "Sales Stage"  for the "Field / Event" column, and then you can reconstruct the history from the "Old Value"  and "New Value" data.

     

    Also note that the absence of a change record means the Sales Stage is the same as on the Opportunity object.  

  • lbendlin's avatar
    lbendlin
    2 years ago

    It's not that they are not available - the computation works very differently.  The complexity is more than compensated for by the much smaller storage size and the ability to recreate any moment in the history of each opportunity (for the captured field/event values)

3 Replies

  • That's not how Salesforce History objects work.  You need to bring your own filter (in this case "Sales Stage"  for the "Field / Event" column, and then you can reconstruct the history from the "Old Value"  and "New Value" data.

     

    Also note that the absence of a change record means the Sales Stage is the same as on the Opportunity object.  

      • lbendlin's avatar
        lbendlin
        Super User

        It's not that they are not available - the computation works very differently.  The complexity is more than compensated for by the much smaller storage size and the ability to recreate any moment in the history of each opportunity (for the captured field/event values)