Forum Discussion
Salesforce connection not working
For years, I have been accessing a report in Salesforce through our organization domain and on Monday, the sign in failed. Asking me to edit my creditentials, I attempt to sign in, using the organizational domain and the wheel just spends, never times out or asks me for my user name or password. I tried to make a new connection to salesforce, same issue.
I run this report daily for the sales group.
Hi Anonymous , TLS 1.0, 1.1, 1.2 are/were checked in Internet Options/Advanced
Trying to refresh from the service, it is showing all files but the Salesforce connection needs edited. When I try to edit the credintials for files that are on our LAN drive, it is not accepting it at any privacy level and I can only choose WindowsWithoutImpersonation.
still need help
7 Replies
pludlow , Please provide the version of power Bi desktop. And any error you are able to see.
Hi,
Version: 2.83.5894.661 64-bit (July 2020)
Powerbi is not asking me to update
Hi pludlow ,
Please review the solutions in the following threads, hope they can help you.
Salesforce - Unable to connect
Can't connect to Salesforce Objects
Best Regards
Rena
Hi Anonymous , TLS 1.0, 1.1, 1.2 are/were checked in Internet Options/Advanced
Trying to refresh from the service, it is showing all files but the Salesforce connection needs edited. When I try to edit the credintials for files that are on our LAN drive, it is not accepting it at any privacy level and I can only choose WindowsWithoutImpersonation.
still need help
https://learn.microsoft.com/en-us/power-bi/connect-data/service-connect-to-salesforce
Kind regards,
Julie Bunavicz
Hi pludlow As a workardound, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics (which doesn't have PBI as a destination, so you first have to export to Google Sheets and then export to PBI) 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.
Hi everyone,
As an alternative for anyone hitting recurring Salesforce sign-in issues with Power BI Desktop, you can try a Salesforce-native application available on AppExchange - Power BI Connector for Salesforce. It's installed inside your Salesforce org and uses a different auth path than the built-in Power BI connector, so the WebView/browser-engine quirks that trip up Desktop sign-in don't come up the same way.
Free 30-day trial if you'd like to test it on your own setup. Setup guides at https://metricasoftware.com/, demo available on request.
Cheers,
Metrica Team.
