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Dwalden
Regular Visitor

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! 

1 ACCEPTED SOLUTION
collinq
Super User
Super User

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.




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Private message me for consulting or training needs.




View solution in original post

4 REPLIES 4
ReportRanger
Helper III
Helper III

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:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

 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. 

 

SELECT_DESTINATION_NEW.png

collinq
Super User
Super User

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.




Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!
Private message me for consulting or training needs.




Hello! Thanks for the response. Can you specify a little more? Ultimately, I deleted the column and went into the advanced editor, and I'll attach what I see. 
DoNotSMS Image Example.PNG

I was able to get this fixed! Appreciate the help!

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