Forum Discussion
Receiving error when connecting to Salesforce objects to try to get data on PBI Desktop
We've been getting:
DataSource.Error: The underlying connection was closed: An unexpected error occurred on a send.
or some similar variation or error message when attempting to pull data from Salesforce objects and have lost a month of development time due to this issue - no objects can be reliably loaded into a Power BI Desktop data model from Salesforce.
We have tried to work with Microsoft by opening a ticket and have sent fiddler traces and have been told the issue is an internal network proxy issue. We have worked with Salesforce who have told us it's a Microsoft issue. We have worked with our networking team and have been told that there is no issue on the network/proxy side that they can see that is blocking our connection.
When attempting to pull the SAME object from Tableau - no error and everything loads fine (which tells us that this isn't a network/proxy issue)....
I just wanted to put a post out there to see if anyone else in the community has been having any kind of issue when trying to pull objects into Power BI Desktop from Saleforce?
I'm on the September release 64-bit - and we didn't have this issue on the July release - everything worked fine - and then a month ago while still on the July release, our connection stopped working.
We upgraded to the August release but still were unable to connect or find a resolution, and now we've installed the September release but the issue persists....
Is this being experienced by anyone else in the community at all?
anktaggrwl,
I can connect to Salesforce in September release of Power BI Desktop(2.50.4859.502) without issues. Have you tried to connect to Salesforce objects in Excel and check if it is successful?
Regards,
Lydia
5 Replies
anktaggrwl,
I can connect to Salesforce in September release of Power BI Desktop(2.50.4859.502) without issues. Have you tried to connect to Salesforce objects in Excel and check if it is successful?
Regards,
LydiaThanks for confirming - I believe this rules out the Power BI software as the culprit. We are also unable to connect from Excel, but find it odd that connection via Tableau succeeds.
Will continue to explore on the Salesforce configuration/network security side and report back with updates.
Hi anktaggrwl were you able to find a solution? 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. 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.
anktaggrwl,
Based on your another thread, this issue is caused by your Proxy settings, could you please close this thread by marking appropriate reply as answer?
Regards,
LydiaHi anktaggrwl
The follow-up indicates that the connection failure was caused by corporate proxy settings. Tableau may use different endpoints or proxy behavior, so its successful connection does not rule this out.
The network team should review the proxy logs and allow the required Salesforce endpoints. Power BI Connector for Salesforce can also be tested, but its Salesforce-hosted OData endpoint must be reachable.
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
