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Anonymous's avatar
Anonymous
Not applicable
4 years ago

Power Query - Salesforce login screen popping for multiple Excel 365 non-Salesforce users

Hi,

I have created a Excel Power Query table in Excel 365 for company users, that accesses a Salesforce report using my company credentials (production). This excel report is to be accessed by multiple users. The excel workbook is placed in a Sharepoint folder accessible to users.

However, when other users try to open the excel file, it shows the Salesforce login screen to them. As they donot have access to Salesforce, the report does not refresh for them.

 

Is there a workaround?

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4 Replies

  • lbendlin's avatar
    lbendlin
    Super User
    4 years ago

    The preferred option would be to give these users SFDC access.

    • Anonymous's avatar
      Anonymous
      Not applicable
      4 years ago

      This is not possible due to limited licenses. I am looking for alternatives to current approach.

      • lbendlin's avatar
        lbendlin
        Super User
        4 years ago

        Another option would be for you to run the Excel refresh and for your users to consume the results. You may want to check with your legal and procurement department if your license terms allow that.