Power BI - Salesforce integration issue

[anfeuerstein]

Hello All!

This is my first time posting here so forgive me if I put this in the wrong section. My organization currently uses Power BI coupled with Salesforce. We were recently trying to run a report and 2 of the accounts from Salesforce were not populating in our Power BI properly.  The issue is that we need to filter bu 'Billing State/Province' and this works well except for the two accounts that won't populate. When we remove the 'Billing State/Province' filter, they do show up and it displays that their 'Billing State' is empty while in Salesforce it is filled out with the correct state. Has anyone by any chance experienced a similar issue? Any help is greatly appreciated! Thanks everyone!

- Aaron

[QueryWhiz]

Hi @anfeuerstein 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]

@anfeuerstein,

Do you connect to Salesforce content pack in Power BI Service or use salesforce connector in Power BI Desktop? Could you please check if there are any difference between the 2 accounts and other accounts?


Regards,
Lydia