Salesforce Connection - Missing Objects

[Anonymous]

Hi, folks.

First post ever, so here goes: Hoping someone here may have some advice for me. I am trying to connect PBIX file to Salesforce object. Initial connection works great, but we appear to be missing one or more objects ("Tables").

We tried connecting to different versions of the Salesforce API, but that didn't work. Preliminary research seems to suggest this could be a known issue too: Salesforce Forum Post.

Any tips, advice and guidance would be greatly appreciated. Screenshot attached below for reference. Thanks in advance! 

Trying to connect with various versions

[Kiran-7312]

Hi,

In addition to checking object permissions, there are a few other things worth verifying when Power BI doesn't display all Salesforce objects:

* Make sure the Salesforce user has API Enabled permission and Read access to the object.
* Try updating the Salesforce API version in the Power Query source. Older API versions may not expose newer objects.
* If you're using the Salesforce Objects connector, verify that you're connecting to the correct Production or Custom URL.
* Clear the stored Salesforce credentials in Power BI Desktop and reconnect to refresh the metadata.

If the missing object is a custom object or was introduced in a newer Salesforce release, updating the `ApiVersion` in the `Salesforce.Data()` function can often resolve the issue.

Could you also let us know whether the missing objects are standard or custom Salesforce objects?

[metrica]

Hi @Anonymous,

I know this is an old thread, but the screenshot gives an important clue. It looks like Power Query is trying to call ServiceAppointment through /services/data/v29.0/... and getting 404 Not Found.

For this specific object, I would first check the M query in Advanced Editor, not only the Salesforce connection dialog. ServiceAppointment is available only in newer Salesforce API versions, so an old API path can make the object appear missing.

For the native Salesforce Objects connector path, I would try:

- Clear the old Salesforce permissions in Power BI Desktop and reconnect.
- Rebuild the Salesforce Objects query from scratch.
- In Advanced Editor, explicitly set a supported API version, for example:
Source = Salesforce.Data("https://login.salesforce.com/", [ApiVersion = 54.0])
- Confirm that the Salesforce user has API Enabled permission.
- Confirm the user has object-level access to ServiceAppointment.
- If ServiceAppointment comes from Field Service or Scheduler in your org, confirm that the required product access and permission sets are assigned.
- Use a supported Salesforce production or custom domain URL, not a Lightning URL.

If the object is still missing or the native connector keeps giving inconsistent metadata, another option is to test a Salesforce-side connector. One alternative is Power BI Connector for Salesforce by Metrica Software, available on Salesforce AgentExchange / AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

With this approach, you create the data source inside Salesforce, select the Salesforce objects and fields you need, apply filters, and then connect Power BI to that prepared data source.

Why it may help in this scenario:

- Object and field visibility is controlled from Salesforce permissions.
- It supports standard and custom Salesforce objects.
- You can preview selected objects and fields before using them in Power BI.
- SOQL mode is available if you need more precise Salesforce-side logic.
- If you also use Salesforce Reports, it avoids the frustrating Salesforce Reports 2,000-row limit.
- There is a 30-day free trial, so you can test it on the same object before committing.

Docs: https://metricasoftware.com/docs/salesforce/

Support: https://metricasoftware.com/docs/salesforce/contact-support/

Disclosure: I am with Metrica. If helpful, we can also set up a quick demo and walk through object visibility, permission checks, data source creation, and the Power BI connection.

Hope this helps anyone who sees Salesforce objects missing in Power BI even though they exist in Salesforce.

Cheers,

Metrica Team.

[v-lili6-msft]

hi  @Anonymous 

Based on my test, I cannot reproduce your issue here. You can open a ticket here to ask for help.

https://powerbi.microsoft.com/en-us/support/

Regards,

Lin