salesforce connection

Hi, 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. 

The thread does not confirm the cause of the authentication issue. For a similar problem today, I would first clear the saved Salesforce permissions in Power BI Data Source Settings, reconnect, and confirm that API Enabled is assigned to the Salesforce user.

Power BI Connector for Salesforce is another option if the native connection continues to fail. It uses a separate token-based data source and lets you select and preview the required Salesforce objects and fields before importing them into Power BI.

AppExchange and 30-day free trial:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

Documentation:
https://metricasoftware.com/docs/salesforce/

Support and demo:
https://metricasoftware.com/docs/salesforce/contact-support/

This issue is usually related to authentication rather than the Salesforce connector itself. If Power BI clears the username and password after you click Connect, here are a few things to check:

1. Clear saved credentials

Sometimes cached credentials cause repeated authentication failures.

In Power BI Desktop:

• Go to File → Options and settings → Data source settings.

• Select the Salesforce data source.

• Click Clear Permissions.

• Try connecting again.

2. Verify your Salesforce login

Make sure you can sign in to Salesforce through a web browser using the same credentials. If Salesforce requires:

• Multi-Factor Authentication (MFA)

• Single Sign-On (SSO)

• A Security Token

you'll need to satisfy those requirements when connecting from Power BI.

3. Use the correct Salesforce environment

Power BI provides different connectors, such as:

• Salesforce Objects

• Salesforce Reports

Also verify you're connecting to the correct environment (Production vs. Sandbox).

4. Check your Power BI Desktop version

If you're using an older version of Power BI Desktop, try upgrading to the latest release, as Salesforce authentication methods have evolved over time.

5. Check network or browser settings

Power BI uses a browser-based authentication flow for many connectors. Ensure:

• Pop-ups are not blocked.

• Your organization's firewall or proxy isn't preventing authentication.

• If using SSO, you're allowed to authenticate through your identity provider.

If the problem persists, could you share:

• Are you connecting to Salesforce Objects or Salesforce Reports?

• Is your Salesforce org using MFA, SSO, or a Security Token?

• Which version of Power BI Desktop are you using?

For more information:

• Connect to Salesforce with Power BI: https://learn.microsoft.com/power-bi/connect-data/desktop-connect-salesforce

• Troubleshoot Power BI sign-in issues: https://learn.microsoft.com/power-bi/fundamentals/service-troubleshoot-sign-in

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Best regards, Prince Singh | Data Science & Microsoft Fabric Enthusiast