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mattanchor1
New Member

Salesforce Integration - Filter based on Salesforce Field

Hi,

Apologies in advanced if this is posted to the wrong forum...

 

I have integrated PBI successfully into Salesforce, but I'm having an issue trying to filter based on a value of a field of the Record you're in, in Salesforce. 

 

I have created a custom formula (text) field in Salesforce as a Filter and it works if I use a static value: 

"View/contact_id eq '123456789'"

 

But ideally, I would like the PBI report to filter dynamically based on the Contact ID field value of the Contact you select in Salesforce: 

"View/contact_id eq 'Contact_ID__c'"

 

1 REPLY 1
lbendlin
Super User
Super User

Seems to work for others - you may need to place your quotes differently

 

Solved: Salesforce URL link to open and filter Power BI fi... - Microsoft Fabric Community

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