SalesForce Object

[LordShaxx]

Good afternoon,

I have a custom report in SalesForce that I run weekly and at the end of the month to publish data from one of our teams. I have successfully connected to this report through the SalesForce object selection during data import. I'm now stuck.

How do I extract the data from the object? I was reading that I might have to re-build the report in PowerBI to accept the data from the object. If I have to do that, where do I go to begin that process. I appreciate any help anyone can provide.

Cheers

[ReportGuru]

Hi @LordShaxx 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 SF objects. Using this you won't have to waste time on Power Query as you can pre-filter the data on the tool UI directly before exporting to PBI. 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. 

[ElijahStownton]

If you're looking to extract data from a Salesforce custom report into PowerBI, you might indeed need to recreate aspects of the report within PowerBI. However, an alternative approach is to use Skyvia. With Skyvia's integration capabilities, you can directly import data from Salesforce objects to PowerBI. This process involves connecting to your Salesforce account through Skyvia, selecting the desired objects or reports, and then mapping this data for use in PowerBI. It simplifies the data extraction process, allowing you to focus more on data analysis and visualization in PowerBI.

[Aron_Moore]

There are two options when connecting to Salesforece; objects and reports.

Objects are the tables that you make reports out of (in Salesforce) and reports are those ones already made.

If you want to access what you've built in Salesforce, use reports.

If you want to build it in Power BI, use objects.

There is a row limitation to Reports I believe. Can't find the documentation.

[LordShaxx]

Thanks @Aron_Moore

I definitely want to avoid the limitation and have connected to the Objects. In Power BI, where do I find the objects imported from SalesForce so I can build that same report in PowerBI? Additionally after I build the report in PowerBI will the data be connected from SFDC to PowerBI or do I have to do additional steps beyond that?

Thank you for your help.

[Aron_Moore]

If you connect to the objects, then you'll need to build the report 'from scratch' in Power BI.

Connect to objects and you should get a list of tables.

Then you'll need to bring in all relevant tables to your report and merge, append, and/or join to get the desired results.

For example, I built an opportunity report. So I brought in Opportunity, opportunity product, product, etc. It helps to know the relationship of the objects in Salesforce.

Once it's all built you're connected. You just hit refresh and you'll get the newest data. There are other things you can do like publishing to the service, creating apps, etc.