Connect to two different salesforce instances

[mattpersons]

Hi everyone,

As an agency, we are trying to set up PowerBI for a few different clients. I am having a hard time getting PowerBI to connect to two different salesforce instances within the same PowerBI account. I have built both models in Desktop and they refresh correctly there, but when I publish to PowerBI.com, the second salesforce credentials are automatically set to the first one, resultint in one client's data being in both reports. 

When I got to edit credentials, it pops up the window, but automatically closes because it thinks it has the credentials saved. 

I have tried using the specific URL of the salesforce instance for the second client, but haven't gotten that to work. If this is the solution, some guidance would be very helpful. 

Thanks!

[CoderZen08]

Hi @mattpersons 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. 

[Anonymous]

I am also having issues with this. Do the two sales force instances have to have the PBI azure IP address added to their white lists? On the second sales force instance I receive the error: Failed to update data source credentials

[cchin]

I am having a problem connecting to the correct instance, not even trying to use two simultaneously. I tried to log in under one custom domain, but it keeps showing me report options only from another custom domain I use. Any thoughts?

[cchin]

I am even having a problem connecting to the correct instance. I tried to log in under one custom domain, but it keeps showing me report options only from another custom domain I use. Any thoughts?

[oristides]

Have you solved this? We got 2 salesforces acccounts. 

[Seth_C_Bauer]

@oristides, @elsalvador182 Have either of you tried to create a Power BI Group and try to make a new connection via the group?

[elsalvador182]

Have not tried this....not too sure how this is setup? Can you explain more?

[elsalvador182]

I was about to post a new thread about this but found this post:

How can we auto refresh two seperate instances of salesforce each with different login credentials?

Is there a work around if this is not possible, aside from setting up a compeltely different machine + gateway and user account to do this?

[elsalvador182]

Anything new on this issue? 

[elsalvador182]

Any ideas on this, still looking for a solution