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

ReportRanger's avatar
ReportRanger
Helper III
1 year ago

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.