Forum Discussion
SalesForce service not work
Try to linkage the SalesForce
There are 3 service as default in PowerBI
1. SalesForce report
PowerBI can list all my report, when I take one of them and click "connect".
It added the widget into my page. But the data is always empty, it show up a "cloud" image on widget and never change.
Try to switch to different kind of report, none of them work and all of them empty.
2. SalesForce Sales Manager & Repo
After signed with SalesForce, it just show "failed" message
So SalesForce service dataset doesn't work.
3 Replies
Hi Brinc,
1. Use Salesforce content pack, the Salesforce reports will be imported into separate tables in a new dataset, and we need to create a report or dashboard to visualize the data.
2. What's the error message throw out? Could you share a screenshots? Please use the Fiddler to capture trace and share .saz file here.
Best Regards,
Qiuyun YuHi Brinc 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 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.
The 2017 reply is correct. The old Salesforce content pack imported report data into a dataset, but the final Power BI report or dashboard still had to be created separately.
Power BI Connector for Salesforce provides a current alternative for creating Power BI data sources from Salesforce reports or objects.
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
