Forum Discussion
SalesForce Folders
Hi everyone
Is it possible to download a folder from SalesFroce into PowerBI?
As you have done, we can connect to SalesFroces, however we cannot get the SalesFroces folders directly in current version of Power BI. If you have any concern on this feature, you can submit your idea on the link below. If this feature was mentioned by mulitple users, product team will consider to add this feature to next release.
https://ideas.powerbi.com/forums/265200-power-bi-ideasThank you for your understanding.
Regards,
Charlie Liao
5 Replies
Hi AmandaSoborg,
I don't know if you can download folders from salesforce, but there is a way to directly connect salesforce to Power BI. I will leave a link with the documentation about the salesforce connection to Power BI:
https://powerbi.microsoft.com/en-us/documentation/powerbi-content-pack-salesforce/
Hope this helps you,
Regards,
L.Meijdam
Hi Anonymous
O have conected to SalesFroces, from PowerBI. And I can see the tabels that i have.
But in SalesForce, i have created different folders that contains all of the numbers and tabels I need to create a report.
When I am connected to SalesForce trhough Power BI Desktop, I can see the tables individual, but not the folders. I want to view the folders where the data resides :)
As you have done, we can connect to SalesFroces, however we cannot get the SalesFroces folders directly in current version of Power BI. If you have any concern on this feature, you can submit your idea on the link below. If this feature was mentioned by mulitple users, product team will consider to add this feature to next release.
https://ideas.powerbi.com/forums/265200-power-bi-ideasThank you for your understanding.
Regards,
Charlie Liao
Hi AmandaSoborg 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 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.
Hi AmandaSoborg
Power BI does not import Salesforce report folders as a single source.
Power BI Connector for Salesforce provides a searchable Reports section with folder, owner, type, and modification details. You can then create a Power BI source from the required report.
AppExchange and 30-day trial:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577Docs and support:
https://metricasoftware.com/docs/salesforce/
https://metricasoftware.com/docs/salesforce/contact-support/Cheers,
Metrica Team
