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I'm trying to connect to some reports in Salesforce but the ones I need are not showing as available. After review it looks like they're located in a different folder than the one available so some level of access restriction on the folder housing the reports is most likely the answer.
Wondering if anyone here knows how I can enable different folders to be able to appear in the PowerBI Salesforce Report connector?
Solved! Go to Solution.
When connecting Power BI to Salesforce reports and you encounter issues with accessing reports from specific folders, the problem usually revolves around Salesforce folder permissions and the setup of the connection in Power BI. Here are the steps you can take to troubleshoot and resolve this issue:
Check Folder Access:
Update Folder Permissions:
Report Availability:
Report Types and Folders:
Connect Power BI to Salesforce:
Authenticate and Connect:
Create a Report in a Visible Folder:
Verify Report Visibility:
Refresh Connection:
Clear Cache:
Hi @mwmchugh215
Are you the Salesforce Admin? If ot ask the Admin to assign you rights. They should have security profiles set up to allow you access. They then need to assign this profile to your user account.
Once this is setup you can follow the instructions from @Shravan133 by using the Salesforce connector
Joe
Proud to be a Super User! | |
Date tables help! Learn more
Hi @mwmchugh215
Are you the Salesforce Admin? If ot ask the Admin to assign you rights. They should have security profiles set up to allow you access. They then need to assign this profile to your user account.
Once this is setup you can follow the instructions from @Shravan133 by using the Salesforce connector
Joe
Proud to be a Super User! | |
Date tables help! Learn more
When connecting Power BI to Salesforce reports and you encounter issues with accessing reports from specific folders, the problem usually revolves around Salesforce folder permissions and the setup of the connection in Power BI. Here are the steps you can take to troubleshoot and resolve this issue:
Check Folder Access:
Update Folder Permissions:
Report Availability:
Report Types and Folders:
Connect Power BI to Salesforce:
Authenticate and Connect:
Create a Report in a Visible Folder:
Verify Report Visibility:
Refresh Connection:
Clear Cache:
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