Forum Discussion
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...
Hi Anonymous,
The confusion here is between two different Salesforce connectors in Power BI:
- Salesforce Objects connector - what you connected to. It exposes raw sObjects (Account, Opportunity, etc.) - not your saved Salesforce reports. So to get your custom report data via this path, you'd rebuild the report logic in Power BI by pulling each underlying object and joining them.
- Salesforce Reports connector - the one you actually want for "publish my existing custom report into Power BI". It pulls your saved report directly, columns and filters intact. The catch: it caps at 2,000 rows per call.
If your report stays under 2K rows, switching to the Reports connector is the easy fix - your custom report comes in as-is, no rebuild needed.
If your report exceeds 2K rows, Power BI Connector for Salesforce on AppExchange is an alternative:
Why it might fit:
- Pulls Salesforce reports as-is (no rebuild), no 2,000-row limit
- Supports custom fields, custom objects, and joined reports
- 30-day free trial
- Setup docs: https://metricasoftware.com/docs/salesforce/
- Responsive support if you get stuck: https://metricasoftware.com/docs/salesforce/contact-support/
Happy to set up a quick demo if it'd help. Just reach out via the support link.
Cheers,
Metrica Team.