Connect Power BI to Salesforce Sandbox Report

Anonymous,

What error message do you get in Advanced Editor? Based on the following similar trhead, you are able to use https://test.salesforce.com for all sandbox accounts.

https://social.technet.microsoft.com/Forums/en-US/dc66d551-e4b8-4677-85ec-05dd8634cc39/connect-to-salesforce-sandbox?forum=powerquery

http://community.powerbi.com/t5/Desktop/Power-BI-Desktop-salesforce-object-connector-quot-please-specify/td-p/68459

Regards,
Lydia

I'm not exactly sure, but you could try integrating via Skyvia

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 URL for your SF SB Account is wrong.  It needs to be in this format:

https://SANDBOXNAMEGOESHERE.sandbox.my.salesforce.com/

I had the same problem when connecting Devart Excel to a SF Sandbox.  Just tested and this works fine.

Hi,

The 404 occurs because the query is connected to production, while the report ID belongs to the sandbox. Use the Custom connection with your sandbox My Domain URL, clear saved production credentials, and sign in with a sandbox user who has API access.

Power BI Connector for Salesforce can also be installed in a sandbox and supports reports and Salesforce objects without the native Reports connector's 2,000-row limit.

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

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

Cheers,
Metrica Team

Hi,

Standard `Salesforce` and `Salesforce Objects` connectors only hit Production. For Sandbox + Reports, use the `Salesforce Report` connector with Sandbox login.

STEP 1: Get your Sandbox Security Token + Login

1. Login to Salesforce Sandbox: `https://test.salesforce.com`

2. `Setup` > `My Personal Information` > `Reset My Security Token` > Get new token in email

3. Note your Sandbox Username. It will be like `[email protected]`

STEP 2: Connect Power BI to Salesforce Sandbox Reports

1. Power BI Desktop > `Home` > `Get Data`

2. Search `Salesforce` > Select `Salesforce Reports` NOT `Salesforce Objects`

3. Click `Connect`

4. Important : In the login window, click `Advanced Options`

5. Check `Use Sandbox Account`

6. Login with your Sandbox username + password + security token

Example: `Password + SecurityToken`

If password is `Pass123` and token is `ABCD1234`, then enter: `Pass123ABCD1234`

STEP 3: Select Report from Sandbox

After login, you will see all Reports from your Sandbox.

1. Expand folder > Select the Report you want

2. Click `Load` or `Transform Data`

Let me know if this solution works !