Forum Discussion
Salesforce Objects connection - will users see everything I see?
Hi everyone,
Not sure how this works. So, if I create a Power BI query to Salesforce Objects, the report will show data based on my rights (which are pretty extensive in my organization). However, if a 'regular' user, who can, in Salesforce, see only his Accounts, uses my report, what will he see? Everything or only his Accounts, as given by Salesforce admins?
Thanks!!
Alice
I don't have Salesforce to test with so I don't know if that results in an import or live connection but I assume you specify credentials as part of the connection, correct?
The issue therefore is that the connection is configured with the credentials you specify, which sounds like that is not what you want.
You would want to build your own dataset model, or perhaps connect Live to the dataset created, create some RLS rules, create roles and put people in those roles in order to keep people from seeing everything.
4 Replies
You need to use RLS.
I'm not sure I understand your answer, Greg. What I do is:
Get Data / Online Services / Salesforce Objects / Connect
I don't have Salesforce to test with so I don't know if that results in an import or live connection but I assume you specify credentials as part of the connection, correct?
The issue therefore is that the connection is configured with the credentials you specify, which sounds like that is not what you want.
You would want to build your own dataset model, or perhaps connect Live to the dataset created, create some RLS rules, create roles and put people in those roles in order to keep people from seeing everything.
