Forum Discussion

rohampourmehr's avatar
rohampourmehr
Frequent Visitor
8 years ago
Solved

Power Bi Integration with Custom Salesforce Objects. ( Not Reports)

Is there way to inegrate Power BI with Custom Salesforce Objects using SOQL or a third party tool.
  • Anonymous's avatar
    Anonymous
    8 years ago

     

    rohampourmehr,

    According to my knowledge,  it is not possible to integrate Power BI with custom salesforce objects using SOQL.

    In your scenario, since you don’t want to connect to Salesforce report content pack which includes custom objects and fields in Power BI Service, you can create your own reports using Power BI Desktop. It's possible to connect to all Salesforce Objects, including custom objects and fields in this tool.  Once imported, you can create your own reports and upload them to a Power BI Service.

    Regards,
    Lydia

  • Anonymous's avatar
    Anonymous
    8 years ago

    rohampourmehr,

    The salesforce object connector in Power BI Desktop doesn't have 2000 rows limit. Using the connector in Power BI Desktop, you would need to build reports by yourself, after that, you can publish the report to Power BI Service and set schedule refresh for your dataset.

    Regards,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
8 years ago

 

rohampourmehr,

According to my knowledge,  it is not possible to integrate Power BI with custom salesforce objects using SOQL.

In your scenario, since you don’t want to connect to Salesforce report content pack which includes custom objects and fields in Power BI Service, you can create your own reports using Power BI Desktop. It's possible to connect to all Salesforce Objects, including custom objects and fields in this tool.  Once imported, you can create your own reports and upload them to a Power BI Service.

Regards,
Lydia

rohampourmehr's avatar
rohampourmehr
Frequent Visitor
8 years ago

Anonymous

I believe there is a 2000 rows limit on Salesforce Reports which are transfered to Power Bi. This is why I'm staying away from the built-in report option.

 

I was reading online that Power Bi Designer and Power Bi Query could also be used to import data from custom objects in Salesfroce and then connected to Power Bi for visualization. My only concern with this method is refreshing the data.  I'm looking for a 100% automated solution that ensures a smooth flow from Salesforce to modeling done in Power Bi Designer or Power Bi Query, and finally the visuazliation in Power BI.

Will this method require any sort of manuel work after the intiail set up?

 

Thank you,

Roham

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    rohampourmehr,

    The salesforce object connector in Power BI Desktop doesn't have 2000 rows limit. Using the connector in Power BI Desktop, you would need to build reports by yourself, after that, you can publish the report to Power BI Service and set schedule refresh for your dataset.

    Regards,
    Lydia

    • rohampourmehr's avatar
      rohampourmehr
      Frequent Visitor
      8 years ago

      Anonymous

       

      Thank you for your all your help thus far.

       

      Will i be able to connect to Custom Objects in Salesforce?

       

      I was under the impression that we can only connect to Standards Objects in Salesforce and the only way to access data from the Cusotm Objects is to connect to Salesforce Reports which have the 2000 rows limit.

       

      Thank you,

      Roham

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        rohampourmehr,

        Based on Admin's comment in this idea, you are able to use the salesforce object connector in Power BI Deskop to connect to all salesforce objects including custom objects.

        Regards,
        Lydia

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Anonymous 

      Hi Lydia,

      I am new to Power BI and currently I am trying to get the data from Salesforce objects. 

      Could you please explain more on this "Using the connector in Power BI Desktop, you would need to build reports by yourself"?

      How to create reports by object connector?

      Kindly please assist

       

      Thank you

      Joyce

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Hi,

        To get data from Salesforce you should click Get Data in PBI Desktop > Search for Salesforce Objects in the connectors > Connect using Production (https://login.salesforce.com) or Custom URL > Login with Salesforce credentials (I'm not sure about the permissions you need to have for this user, but probably you will need to have API access enabled) > Select the objects you want to have in Power BI. 

        Or in Query Editor use Salesforce.Data function (https://docs.microsoft.com/en-us/powerquery-m/salesforce-data) to retrieve a list of objects.

        I'm not aware of any system requirements and considerations.

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    When you want to refresh custom objects with a lot of rows the scheduled refresh times out. 

    In my case I am connected to the Cases, Accounts and Users objects.  Using the queries I have narrowed down what I need from the cases object (the last 3 years) but still it has to synch more than a million rows.  I do a refresh once a week that takes me about 3 hours. I think the ideal would be a DataWarehouse which would receive a delta from salesforce and have PowerBI hit the DW making the refresh much quicker. 

    If however in the meantime you have figured out a solution please do share. :-)

  • paulUniformity's avatar
    paulUniformity
    Regular Visitor
    7 years ago

    Probably late for you Roham, but we have just put live a connector service that pulls your salesforce data into your database so you can build reports in Power BI.  Includes custom fields.  Not free unfortunately but there is a one month free trial.  https://uniformity.io/salesforce