Need Help in viewing details of a list created in Salesforce

[satish_patel]

Hello Everyone, 

I am seeking help from fellow members. I have created a list view in salesforce. I want to know if the anybody can help me in fetching the data in power query and view the data stored in the list view. I am curretly connect to salesforce objects and am able to fetch the list of listview created in salesforce.

[ReportRanger]

Hi @satish_patel Maybe you can try to test your connection with a 3rd party connector, which pulls data directly 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. 

[Anonymous]

Hi @satish_patel ,

To accomplish this, you may need to use Power Query to connect to Salesforce and import specific list view data.
You can refer to the following documentation for the exact steps:

Connect to Salesforce with Power BI - Power BI | Microsoft Learn

Best Regards,
Adamk Kong

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