Problem Uploading Data from Object in Salesforce

[NZemel]

Hi All,

I am able to load any object from Salesforce except for "Opportunity". When I try to upload it I get the error in the picture. I have tried everything from signing into SF again and making sure I have the 64-bit version of Power BI.

Please Advise.

Thank you in advance

[ReportGuru]

Hi @NZemel 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 directly from the SF objects API and is also compatible with custom fields. 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. 

[v-huizhn-msft]

Hi @NZemel,

The "Opportunity" object in your Salesforce is standard object or custom object. Until now, we don’t import custom objects (we have to request specific things through their API) but we could improve this in future. Please review and vote this idea.

If you upload "Opportunity" standard object, I upload it using my account, it all works fine.



Which verison pf Power BI do you use? Please update it to the latest version and try again. Please also collect the fiddler traces during you execute the repro steps and share the saved .saz file to us through online file service like OneDrive.

Best Regards,
Angelia

[Kolumam]

Hi 

I am surprised that you're able to connect to Opportunity object. Kindly help as I am getting the below error.

http://community.powerbi.com/t5/Desktop/Data-source-Error-when-connecting-Opportunity-object-from/m-...

Thanks

Krishnamurthy

[NZemel]

Hi v-huizhn-msft,

the following is: SAZ File

I am using the most recent version of Power BI so that cannot be the problem. I hope the SAZ file helps.

Thank you again.

[NZemel]

Also i have confirmed with my analysts that the opp object is preset but has custom fields and objects in it. Is this allowed?

[NZemel]

Hey @v-huizhn-msft, Any Ideas as to why it is not working? thanks again

[v-huizhn-msft · Accepted solution]

Hi @NZemel,

I am not specific about Object in Salesforce. But I think the custom fields in the object caused the problem. You can test by adding a custom field in one object which you can upload it correctly before. If it can't be imported after you adding a custom field, it means which caused the problem.

Best Regards,
Angelia