Forum Discussion
Salesforce + PowerBI
Hi Power BI Team!
I am having an issue with my connection to a Salesforce object. Ultimately, my query is pulling in a field that no longer exists in my org. When I attempt to filter my data, it won't let me because of this. If I delete the column, it will let me filter but not load the data into PowerBI. I'm going in circles. Any assistance on how to overcome this challenge would be amazing!
Let me know if I can help clarify any additional details!
Hey Dwalden ,
I think that you will have to go into Query Editor, into the Advanced Editor for that field and manually remove it (in all the places it appears). This is not always the best solution but sometimes I think that fields that were once there (and or had information in them) just "stay" in the query because it was valid and you have to go and just remove it manually from the query itself.
5 Replies
Hey Dwalden ,
I think that you will have to go into Query Editor, into the Advanced Editor for that field and manually remove it (in all the places it appears). This is not always the best solution but sometimes I think that fields that were once there (and or had information in them) just "stay" in the query because it was valid and you have to go and just remove it manually from the query itself.
Hi Dwalden As a workaround, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:
After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:
There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor. Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url.
Power BI works well with Salesforce, but API limits can cause slowdowns when dealing with large data or complex queries. A good approach is to first copy Salesforce data into a database or data warehouse — then Power BI connects to that instead of querying Salesforce directly. There are tools like Skyvia that let you sync data without coding, which helps reduce API load and makes reports run smoother and more reliably.
