Forum Discussion

Voose's avatar
Voose
Helper III
9 years ago
Solved

editing default salesforce template

I've just imported my salesforce data through the get data function and used the Sales manager dashboard as a starter. However I've noticed that for example the fields that are used are the default f...
  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi Voose,

    Based on your description, you connect to Salesforce using Salesforce content pack and choose Sales Manager predefined dashboard, right? If so, the dashboard will not include custom fields. But you can choose to import Salesforce Reports, which could include custom objects and fields. For more details, please review this article: Salesforce content pack for Power BI.

    Also you can connect to all Salesforce Objects, including custom objects and fields using Salesforce connector in Power BI Desktop. Once imported, you can create your own reports and upload them to a Power BI dashboard.


    Thanks,
    Lydia Zhang

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi Voose,

Based on your description, you connect to Salesforce using Salesforce content pack and choose Sales Manager predefined dashboard, right? If so, the dashboard will not include custom fields. But you can choose to import Salesforce Reports, which could include custom objects and fields. For more details, please review this article: Salesforce content pack for Power BI.

Also you can connect to all Salesforce Objects, including custom objects and fields using Salesforce connector in Power BI Desktop. Once imported, you can create your own reports and upload them to a Power BI dashboard.


Thanks,
Lydia Zhang