Salesforce connector issue

Hi GijsP 

For future readers landing here from search and looking for alternatives that may not fall under the same IT restrictions: AppExchange-installed apps live inside Salesforce (not as external 3rd-party SaaS), so they're often treated differently by corporate IT policies. Power BI Connector for Salesforce is one example - worth checking with your admin if AppExchange managed packages are allowed in your org. 30-day trial, details at https://metricasoftware.com/.

Cheers,

Metrica Team.

Hi  GijsP ,

Can I ask if you are using Salesforce Objcets or Salesforce Reports?

You can try the following actions:

1. Deleting the cached credentials： File > Option and Settings (bottom left corner)> Data Source Settings > Clear Permission
2. Global Cache - File -> Options and settings -> Data Load -> Clear Cache
3. Clear out the browser cookies from Edge
4. Remove saved credentials via Windows Credential Manager - Control Panel > Credential Manager > "Windows Credentials" > Look for any entries related to Power BI Desktop or the Salesforce connector under "Generic Credentials" and delete them.

If this option is checked below, the above step3 needs to be performed on the default browser.

Is your Power BI Desktop the latest version, if not, you can update to the latest version.

Download Power BI Desktop from Official Microsoft Download Center

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi GijsP were you able to find a solution? 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.