Salesforce: Linking Tasks with Opportunities

Question

Hi community,I'm getting data from Salesforce Objects and I want to have a Tasks table that includes Opportunities ID etc in it.There are 2 ways of doing it I guess, either by merging the tables or by loading a table with its relationship tables.Has anyone managed to create such a merged table where we have unique Task IDs and Opportunity info?If I go for the "Include relationship tables" option when adding the Task Table from Salesforce Objects, then which relationship table should I use?Thanks.

v-luwang-msft · Answer

HI&nbsp;gp10&nbsp;,
Pls refer the following article and check if it is helpful.
https://community.powerbi.com/t5/Desktop/Salesforce-Joining-Tasks-with-parent-Opportunities/m-p/880600&nbsp;
&nbsp;
Best Regards
Lucien

gp10 · Answer

Hi v-luwang-msft ,I have seen this article before and It doesn't have much info and it does not help with my issue, but thanks for taking the time to search and answer.

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Salesforce: Linking Tasks with Opportunities

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