editing default salesforce template

[Voose]

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 fields i.e. Amount. Now the company I work for uses a custom filed to determine the revenue amount however this isn't imported with the default template. Is there anyway to change this so that some custom fields are imported alongside the default fields or is there a way to then import them after?

Thanks

[ReportRanger]

Hi @Voose were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector, which pulls data from the SF objects API. 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. 

[MarkS]

FYI, When I used Power Query to connect to Salesforce, there was a limit of 2,000 records returned when I connected to the Salesforce Reports (Salesforce Objects did not have this limit).  You should consider your data and check if this limit is still in effect and if it is then this would have an impact on your choice of which way to import your data.

Don't spend your time in Salesforce making a report that will not bring in all data to PBI, just import the Salesforce objects and create the report in PBI

[Anonymous · Accepted solution]

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