Hi All, Can anyone point me toward a solution that will allow me to extract reports from Salesforce in a single sign-in authentication context? Salesforce is a new platform for me and the organization uses only single sign in (I am not given my own credentials). It doesn't seem as through the native Salesforce connectors can reconcile my authentication so I'm stopped dead with those. As a workaround, I thought I might be able to use the generic Web connector to scrape what I need from my Web-based report views. Although I am able to get all of the desired view's parameters in a URL, and I'm able to see the desired result in the Web View when I select the data source, Power BI isn't able to parse the on-page table that I need. Our reports admin says that since we use single sign-in, Power BI cannot do anything with our instance of Salesforce. Is he correct? Thanks!

Hi russm We use single sign-on, and the Salesforce Reports connector works perfectly. Some things to try: 1. Check whether your company has a custom domain. If so, did you use the "Custom" option instead of "Production" when you created your connection?2. Make sure you are signed into the PC with a user that has access to Salesforce3. Before creating the connection, log into Salesforce using your web browser. It seems the credentials may be cached somehow. (though it sounds like you've already done No 2 and 3) Regards Ina

No problem russm - hopefully we'll get this sorted for you. I remember I had also previously had the Salesforce Web UI pop up, but now it just takes me straight to the Navigator to select the reports to use. I'll see if I can get that to appear again. In the meantime, the domain needs to be in the format https://[domain].my.salesforce.com. Is that what you had?

I've recently had some people encounter this issue using Power BI desktop with Salesforce. Our Salesforce uses ADFS authentication with DUO 2FA. after completing the login and 2FA push, and even with DUO in bypass, the users would get stuck at a screen generated by our ADFS that states "Logging you in..." and just stays there until they close the window. I found if you right click on the window and click "Refresh" it will complete the login process and allow you to work normally. I'm not sure why the SSO process hangs there, as it works normally for all of our other SSO services. Still investigating the issue.

Hi InaNortje, Thanks for the quick follow-up! I'm glad to hear that you are having success within a single sign-in context. You’ve given me hope! I have tried 1, 2 and 3. It's possible that I am miss-formatting something in the custom domain attempt. Regardless to the method, when I select sign-in, a browser shell opens within PBI that shows the Salesforce Web UI with me authenticated. The only option that I see is to close the window, which pops an assert in the authentication dialog saying I failed to authenticate, try again later.

russm, I tried selecting "Production" (while we are really on a custom domain). That failed the authentication and caused the Salesforce WebUI to appear. At that point, if you are on a custom domain, you type in only the domain name. You will see that Salesforce fills out the rest of the URL. Then just your normal logon userid and password, and you should get access.

Single sign-in authentication in Salesforce | Microsoft Fabric Community

11 Replies

InaNortje
Advocate I
9 years ago
Hi russm

We use single sign-on, and the Salesforce Reports connector works perfectly.

Some things to try:
1. Check whether your company has a custom domain. If so, did you use the "Custom" option instead of "Production" when you created your connection?
2. Make sure you are signed into the PC with a user that has access to Salesforce
3. Before creating the connection, log into Salesforce using your web browser. It seems the credentials may be cached somehow.

(though it sounds like you've already done No 2 and 3)

Regards

Ina
- russm
  Helper I
  9 years ago
  Hi InaNortje, Thanks for the quick follow-up! I'm glad to hear that you are having success within a single sign-in context. You’ve given me hope!
  
  I have tried 1, 2 and 3. It's possible that I am miss-formatting something in the custom domain attempt.
  
  Regardless to the method, when I select sign-in, a browser shell opens within PBI that shows the Salesforce Web UI with me authenticated. The only option that I see is to close the window, which pops an assert in the authentication dialog saying I failed to authenticate, try again later.
  - InaNortje
    Advocate I
    9 years ago
    No problem russm - hopefully we'll get this sorted for you.
    
    I remember I had also previously had the Salesforce Web UI pop up, but now it just takes me straight to the Navigator to select the reports to use. I'll see if I can get that to appear again.
    
    In the meantime, the domain needs to be in the format https://[domain].my.salesforce.com. Is that what you had?
metrica
Post Prodigy
29 days ago
Hi russm

Salesforce SSO can work with Power BI, but it depends on the organization's authentication setup. The thread itself shows one ADFS-based SSO configuration working while the original user's setup did not.

For My Domain, use the Custom Salesforce connection URL. Power BI Connector for Salesforce is another option because Power BI refresh uses an app-specific token and OData source instead of performing the Salesforce SSO flow.

AppExchange and 30-day trial:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

Docs:
https://metricasoftware.com/docs/salesforce/

Cheers,
Metrica Team

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Single sign-in authentication in Salesforce

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