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Walks06
Frequent Visitor

SalesForce connectors

The Microsoft PowerBI connector for Salesforce provides two options to retrieve data:

  • Reports
  • Object

The limitation with these two options is that you can only retrieve a maximum of 2,000 records with Reports or all records with Objects (which is a problem if you only need 5,000 out of the two million records).

 

Does anyone have a suggestion on how to filter data in an Object when using the standard connector or a third party connector to provide the filtering on Objects when retrieving the data? 

1 ACCEPTED SOLUTION
v-robertq-msft
Community Support
Community Support

Hi, @Walks06 

As far as I’m concerned, Power query is the best tool in Power BI to provide the filtering on Objects when retrieving the data. You can work with parameters in the Power query to achieve your requirement. You can follow this document:

https://www.red-gate.com/simple-talk/sql/bi/power-bi-introduction-working-with-parameters-in-power-b...

Quickstart: Using Power Query in Power BI Desktop

 

Best Regards,

Community Support Team _Robert Qin

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

6 REPLIES 6
EugeneLebedev
Helper III
Helper III

I would recommend to use Salesforce Reports connector instead of Salesforce object. It is a lot faster to load . It is really the most convenient way of extracting data into Power BI since all your needed columns are in one table there.

Salesforce Object connector also sometimes takes ages to load the data. I used to wait for hours for a preview of my tables to load in Power Query.

It only allows you to extract 2000 rows though. However, you can work around this limitation using third-party tools. Here is the approach that I would recommend: https://vidi-corp.com/salesforce-reports-connector-to-power-bi/

EugeneLebedev
Helper III
Helper III

Salesforce Reports connector is the most convenient way of extracting data into Power BI. It is most convenient because it has all the columns that you need in a single table. You can click "get data" and you will find it there.

 

The connector only allows you to extract up to 2000 rows though. However, you can work around this limitation using third-party tools. Here is the approach that I would recommend: https://vidi-corp.com/salesforce-reports-connector-to-power-bi/

 
MichaelTomar
Helper I
Helper I

You can use the Skyvia cloud platform to connect Salesforce with Power BI. It is freemium

adelheni
Helper III
Helper III

Hi there is a third-party connector that connect powerbi to salesforce for but for a few specific connector which are : 

  • Account
  • Lead
  • Contact
  • Task
  • Opportunity
  • Campaign

you can check them out through this link: https://windsor.ai/connector/salesforce/.

v-robertq-msft
Community Support
Community Support

Hi, @Walks06 

As far as I’m concerned, Power query is the best tool in Power BI to provide the filtering on Objects when retrieving the data. You can work with parameters in the Power query to achieve your requirement. You can follow this document:

https://www.red-gate.com/simple-talk/sql/bi/power-bi-introduction-working-with-parameters-in-power-b...

Quickstart: Using Power Query in Power BI Desktop

 

Best Regards,

Community Support Team _Robert Qin

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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