Forum Discussion
Power BI Server?
Hi Anonymous As a workaround, maybe you can use a 3rd party connector to directly connect your SF data. I currently use windsor.ai's SF connector. I can set the incremental refresh and publish the report to PBI service, and it refreshes automatically every day. 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.