Forum Discussion
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?
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:
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.
7 Replies
- v-robertq-msft
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:
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.
- metrica
Post Prodigy
Hi everyone,
For anyone hitting this thread with the same problem Walks06 framed cleanly "I only need 5,000 out of 2 million rows" - that's the gap none of the native paths fully close (Power Query parameters filter after the pull, which doesn't help when the pull itself is the bottleneck).
Worth knowing about an option that's different from the SaaS connectors mentioned above: Power BI Connector for Salesforce is a native AppExchange app - it installs inside your Salesforce org rather than routing data through an external cloud. You set the filter (and the field selection) in a UI on the Salesforce side, and only that filtered subset reaches Power BI. No 2,000-row cap on reports either.
Free 30-day trial if you'd like to test it on your own objects. Setup guides at https://metricasoftware.com/docs/salesforce/, demo available on request.
Cheers,
Metrica Team.
adelheniHelper 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/.
- MichaelTomar
Helper I
You can use the Skyvia cloud platform to connect Salesforce with Power BI. It is freemium
- EugeneLebedev
Helper V
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/connect-salesforce-reports-to-power-bi/
- EugeneLebedev
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/connect-salesforce-reports-to-power-bi/
