Forum Discussion
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.
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,
Lydiarohampourmehr,
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
13 Replies
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,
LydiaAnonymous
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
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
Thank you for solving this issue. I'm curious, can you please show how to import custom objects or provide a link somewhere? Thank you!
There are several approaches you can consider to integrate Salesforce Custom Objects to PowerBI. The first one is to use the OData protocol but before you need to expose your data to its format. The second commonly used approach is to load your Salesforce data to the DWH or DB (SQL Server, Redshift, etc) and then use PowerBI database connector.
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.
Hi rohampourmehr,
The Salesforce Objects connector supports standard and custom objects and is not subject to the Reports connector’s 2,000-row limit.
Power BI Connector for Salesforce adds visual field selection, source-side filters, SOQL, and data preview.
AppExchange and 30-day trial:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577Docs and support:
https://metricasoftware.com/docs/salesforce/
https://metricasoftware.com/docs/salesforce/contact-support/Cheers,
Metrica Team
