Forum Discussion
Salesforce to Power BI api connection using .force or .site URLs
- 2 months ago
Hi gilmore_staci ,
I would separate two issues here.
For the connection, I would avoid using the Experience Cloud site URL as the Salesforce endpoint in Power BI. The native connector is usually better with the Salesforce org My Domain, for example: https://yourdomain.my.salesforce.com
Then authenticate with a dedicated integration user that has API Enabled and only the permissions required for reporting.
The private case comments issue is more important. If those comments appear in Power BI, the integration user may have access to them in Salesforce, or the query may be pulling CaseComment data too broadly. I would check whether that user can see the same comments directly in Salesforce, then restrict the profile, permission set, fields, objects, or filters before importing the data.
Another option is to use a Salesforce-side connector such as Power BI Connector for Salesforce by Metrica Software:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577It lets you create a prepared Salesforce data source first, select only the needed objects and fields, apply filters, and then connect Power BI to that controlled dataset. That can help keep sensitive support data out of the export when permissions and filters are configured correctly.
Docs and support:
https://metricasoftware.com/docs/salesforce/
https://metricasoftware.com/docs/salesforce/contact-support/Happy to show how we would structure a safer Cases and Case Comments export.
Cheers,
Metrica Team
pankajnamekar25 this is the workaround we are currently using but users can see private case comments. Have a way around that?
- v-aatheeque2 months ago
Community Support
Thanks for the additional details. To better understand whether this is related to the Power BI connector or the Salesforce security configuration, could you clarify a couple of points:
- Are you seeing any error messages in Power BI, or is the issue simply that private case comments are being returned in the imported data?
- When you log in directly to Salesforce using the same integration user, do you also see those private case comments there?
- v-aatheeque2 months ago
Community Support
We wanted to follow up to check if you’ve had an opportunity to review the previous responses. If you require further assistance, please don’t hesitate to let us know.