Forum Discussion

IgorGershenson's avatar
IgorGershenson
Helper II
7 years ago

Problems with Salesforce ODBC connection

I am trying to use our ODBC connection to SF but when I try to connect to the lead table and go to edit, I get no preview of the data for hours. I want to edit the data before loading it because it is so big but I can't get to the edit view. Help!

 

Need Help
Tips and Tricks

4 Replies

    • IgorGershenson's avatar
      IgorGershenson
      Helper II
      7 years ago

      Sadly the steps outlined did not work. The preview still refuses to appear. AM trying to load the whole ta ble but will take forever.

  • QueryWhiz's avatar
    QueryWhiz
    Post Patron
    2 years ago

    Hi IgorGershenson 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. 

     

  • metrica's avatar
    metrica
    Post Prodigy
    1 month ago

    Hi IgorGershenson ,

     

    The preview is probably trying to read too much of the Salesforce Lead table through the ODBC driver. Instead of opening the full table first, use the ODBC Advanced options or Odbc.Query to send a driver-supported native query that selects only the required fields and filters rows at the source.

     

    For example, apply a date, status, or owner filter and a small row limit first. Also check whether the ODBC driver supports query folding, because otherwise Power Query may still retrieve a large dataset before applying transformations.

     

    If the driver cannot push the filters to Salesforce, consider using a prepared Salesforce data source instead. Power BI Connector for Salesforce by Metrica Software lets you select objects and fields, apply filters, preview the output, and use SOQL mode when needed: 

     

    https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    Docs:
    https://metricasoftware.com/docs/salesforce/

     

    Cheers,
    Metrica Team