Salesforce multiple accounts

Hi Matt_HD,

For this scenario, I would first try to make each Salesforce org a separate Power BI data source.

Instead of connecting every org through the generic Production option or the same login.salesforce.com URL, try using the Custom option with a unique Salesforce My Domain URL for each org, for example:

https://companyA.my.salesforce.com
https://companyB.my.salesforce.com

Then authenticate each source separately, pull the same objects or reports from each org, add a Company or Org column, and append the tables in Power Query. This makes the consolidation model much easier to manage.

If that still becomes hard to maintain, another option is to use a Salesforce-side connector.

One alternative is Power BI Connector for Salesforce by Metrica Software, available on Salesforce AgentExchange / AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

With this approach, you create data sources inside Salesforce, choose the required objects and fields, apply filters, and then connect Power BI to the prepared data sources. It supports standard and custom Salesforce objects, and it can be useful when you need a cleaner multi-org reporting setup.

If you also use Salesforce Reports, it avoids the frustrating 2,000-row Salesforce Reports limit. There is a 30-day free trial, clear documentation, and responsive support:

https://metricasoftware.com/docs/salesforce/
https://metricasoftware.com/docs/salesforce/contact-support/

Disclosure: I am with Metrica. If helpful, we can also arrange a quick demo and show how to structure the multi-org setup, data sources, Power BI connection, and refresh process.

Cheers,

Metrica Team.