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Megachuckmc
Frequent Visitor

Data connection with Salesforce returning incomplete tables

I'm connecting with SFDC and pulling over 6-7 different reports... Some of them bring over all of the fields in the reports and others just bring over the Count of Records - I can't find any reason why... Help is appreciated

1 REPLY 1
ReportRanger
Helper III
Helper III

Hi @Megachuckmc 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:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

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. 

 

SELECT_DESTINATION_NEW.png

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