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BenderIsGreat
Frequent Visitor

Salesforce Object Connector - permissions

Connecting to a Salesforce environment using the object connector.  Noticing a lot of objects that the login account supposedly has no rights to appearing as well.  This is true both on inital object presentation for selection and then, once I load  an objects as a test, if I navigate through my steps and go back to Source, I get a list with even more objects, many of which I am told should not be visible.

 

Question is, since Power BI is using the Salesforce login to connect, would it not be limited to the objects the logged in user has access to?  Crossing Ts and dotting Is before going back to the salesforce team with feedback.

Thanks

 

5 REPLIES 5
QueryWhiz
Post Patron
Post Patron

Hi @BenderIsGreat  As a workaround, maybe you can try to test your connection with a 3rd party connector. 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:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

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. 

 

SELECT_DESTINATION_NEW.png

v-yuezhe-msft
Microsoft Employee
Microsoft Employee

@BenderIsGreat,

Do you get this issue when using Excel to connect to Salesforce object?

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

I dont seem to be able to replicate in Excel.  I was able to reconnect PBI to salesforce.  I think the limitations around Salesforce connections will make this a non-issue after researching some more though.  With what we are after, an export of data seems like a better option

 

Thanks!

v-yuezhe-msft
Microsoft Employee
Microsoft Employee

@BenderIsGreat,

Power BI Desktop will show the objects  that you have access  to. In your scenario, are you able to select the objects that you don't have permission on?

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

@v-yuezhe-msft, thanks for confirming Lydia.  I've added some screenshots below to clarify some things.  Note, these are screenshots from when it happened as today I am fighting issues described here around Salesforce connectivity which is preventing me from getting further detail.  Anyway...

 

I was first presented a list of objects 

Sfroce Error1.png

I selected a couple and they would load.  I went into Applied Steps on one, selected Source and was presented with a list of objects again, incuding many objects our Force admins are concerned even came up (i.e. all c2g objects should be unavailable to me per Force admin)

Sforce Error 2.png

If I select one of those, I do see contents if available

Sforce Error 3.png

 

Force admins are pretty confident my account does not have rights to those objects

 

Thanks!

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