Forum Discussion
Change salesforce org
I have added a salesforce org in Power BI, but now want to change that org to some other org.
Can someone please guide me as how can I change the org.
Thanks in advance.
7 Replies
I am also having this issue. I was doing work for Org A and connected Power BI to Org A Salesforce. Now I am doing work for Org B and would like to connect Power BI to Org B Salesforce.
I can't find a way to essentially log out of Salesforce in Power BI and re-enter my credentials for the new Organization. Is there a way to do this?
To be clear, the issue is not changing the data (via Query Editor, for example) once connected to Salesforce. The issue is actually changing which Salesforce you are connected to.
Hi, all. I did find a solution for this!!
If you go to Edit Queries > Data source settings > Edit Permissions you should be prompted to enter new Salesforce credentials, which should connect you to a different instance of Salesforce. "Should" is a key word here, as it sometimes takes a couple of tries before the connection updates (it could be that I am just impatient, though).
Hope this helps fellow Power BI-Salesforce enthusiasts. Now if only Salesforce would get rid of that pesky 2,000 row limit...
gajsisodia Do you mean changing data source then you can do that via query editor within power bi desktop. Just click on settings icon wheel under Applied steps on right hand side of the query editor.
Hi gajsisodia,
How do you connect to salesforce? If you connect to salesforce connect pack from Power BI Service, you are not able to change salesforce source.
However, you can connect to salesforce objects or reports from Power BI Desktop via Get Data>Online Services>Salesforce Objects(or Salesforce Reports) entry.
After the connection, you can see the existing query code in Advanced Editor and directly change data source in it. Moreover, with Power BI Desktop, you are able to create reports about salesforce , publish them to Power BI Service and then create dashboards.
Thanks,
Lydia ZhangI am having the same problem. I need to log into different client's Salesforce through Power BI so i can create reports for each of them but Power BI never gives me the opportunity to choose which Salesforce customer I want to be logged into.
To quote Zollander "What is going on here? I feel like I'm taking crazy pills"
I was able to do this by (i) changing the data source credentials to reflect the new Salesforce org, and (ii) in the Navigation query step, replacing the id of the source report with the id for the report in the new org. I retrieved the new report id by opening the report in the new Salesforce org, and copying the id from the URL.
Hi gajsisodia,
To switch Salesforce orgs, clear or edit the Salesforce credentials in Data Source Settings and sign in to the new org.
If you use Salesforce Reports, also replace the report ID in the Navigation step because report IDs are org-specific.
Power BI Connector for Salesforce can be configured separately in each Salesforce org.
AppExchange and 30-day trial:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577Docs:
https://metricasoftware.com/docs/salesforce/Cheers,
Metrica Team
