Forum Discussion
Power Bi Integration with Custom Salesforce Objects. ( Not Reports)
- Anonymous8 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 - Anonymous8 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
Hi rohampourmehr as a workaround, maybe you can try to test your connection with a 3rd party connector, which pulls data directly from the SF objects API and is compatible with custom objects too. 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.