Forum Discussion
Need to connect to Salesforce : even though API access has been disabled
Hi KRISH80
Both native options in Power BI—whether you select Salesforce Reports or Salesforce Objects—internally rely on making backend REST/SOAP API calls to extract data, meaning that if your account has had its API access fully revoked by your system administrator, the built-in Power BI Salesforce connectors will completely stop working and throw a credential or permissions error. Since you can no longer pull data directly from the cloud using Power BI’s native pipeline engine, your best alternative is to pivot to a semi-automated or staging architecture that handles the extraction directly from inside the Salesforce user interface where your manual access is still fully permitted.
The most straightforward, zero-cost workaround is to execute your standard operational workflows inside the Salesforce web browser, export the desired reports manually as CSV or Excel files, save them into a centralized storage folder like a company SharePoint document library or a secure OneDrive directory, and modify your Power BI report’s Get Data source step to point directly to that folder container; this allows you to refresh your report data seamlessly from the file storage layer without ever touching the restricted Salesforce API. If manual exporting is too time-consuming for your daily reporting, your Salesforce administrator can configure a native Salesforce Report Export Schedule to automatically email the raw data files directly to your inbox on a set timeline, or you can use a basic browser automation extension to pull the data down to your local machine automatically. Alternatively, if your company already maintains a centralized IT infrastructure, you should check if your Salesforce data is being continuously mirrored or backed up into an on-premises SQL Server data warehouse or an enterprise data lake; if a central data replica exists, you can entirely bypass Salesforce and write standard, highly optimized database queries directly against the staging SQL tables, which is considered an industry best practice for handling complex business intelligence metrics whenever direct CRM endpoint access is disabled.