Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago

SalesForce Object

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 S...
Aron_Moore's avatar
Aron_Moore
Solution Specialist
8 years ago

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.

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    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's avatar
      Aron_Moore
      Solution Specialist
      8 years ago

      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.