Salesforce credentials

[lrockwell]

New to Power BI. When getting data from Salesforce (Objects) i do not see where one can sign in with the SF credentials. I worked in Power BI several days ago and then my sign on (SF) was changed and i am allowed to see numerous sites data now.. Need to pull all of that data into Power BI, but when I go to get data it isi just pulling from the one site that I used to sign on under. Where do you go to change that in Power BI get data... 

[Anonymous · Accepted solution]

@lrockwell,

How do you connect to Salesforce, using Power BI Desktop or Salesforce content pack in Power BI Service?

If you use Power BI Desktop, go to File->Options and Settings->Data Source Settings, find the Salesforce data source, click “Edit permissions” to change credential.

However, if you connect to Salesforce content pack in Power BI Service, firstly delete the existing Salesforce dataset in Service, then re-connect to the Salesforce content pack by using InPrivate Browsing in IE.

Regards,
Lydia

[QueryWhiz]

Hi @lrockwellwere you able to find a solution? 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 about 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. 

[lrockwell]

The problem has been resolved. Thank you

[Anonymous · Accepted solution]

@lrockwell,

If my reply solves your issue, please accept it as solution, that way, other community members would easily find the answer when they get same issues.

Regards,

[Anonymous · Accepted solution]

@lrockwell,

How do you connect to Salesforce, using Power BI Desktop or Salesforce content pack in Power BI Service?

If you use Power BI Desktop, go to File->Options and Settings->Data Source Settings, find the Salesforce data source, click “Edit permissions” to change credential.

However, if you connect to Salesforce content pack in Power BI Service, firstly delete the existing Salesforce dataset in Service, then re-connect to the Salesforce content pack by using InPrivate Browsing in IE.

Regards,
Lydia