Forum Discussion
Saleforce Custom Object Power BI Connection
Hi pcc18 ,
Based on your description, you can choose the following configuration steps if you want to get custom objects in salesforce.
Select "Custom URL", enter it in the text box, and select "Production" to connect to the data.For more details, you can read below document:
Power Query Salesforce Objects connector - Power Query | Microsoft LearnConnect Power BI to Salesforce in a Few Minutes | Coupler.io Blog
If the problem is still not resolved, please provide detailed error information and related operation screenshoots. Looking forward to your reply.
Best Regards,
Henry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi there,
One of the points that has not been mentioned, though may be of the interest of others trying to resolve this, is the following:
- Custom objects are supported with the built-in Salesforce connector in Power BI, but accessing them isn't always straightforward. The native connector uses the "Salesforce Objects" option (not "Salesforce Reports"), and custom objects do appear in the list, though they end with __c by convention. The most common reason is that people just can't find them or simply that they scroll past them in a long list.
- Another reason can be a permissions issue in Salesforce. Thus, make sure your Salesforce user profile has Read access to the custom object and its fields.
There is another way, though not native one, for this kind of export. ETL platforms or a dedicated Power BI Connector for Salesforce app (it can be found on AppExchange) can export all custom objects your Salesforce user has access to. Custom objects appear automatically grouped in a dedicated tab without any extra setup.
Hope this is helpful,
Anna