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swaroopkumarmg
Helper II
Helper II

Salesforce Lightning - report

Hello there.

 

Since Salesforce is updated to lightning, the reports created in Salesforce cannot be linked. 

Tried: Get data> Salesforce report > searched for the Report. no results.

 

i was able to search and connect to the same report before the lightning update.

 

Please let me know if there are any setting i need to change or if i need to wait for and Update to power bi to link with Salesforce lightning.

 

Thanks in advance.

1 REPLY 1
QueryWhiz
Helper V
Helper V

Hi, were you able to find a solution? As a workardond, 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 other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

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. 

 

SELECT_DESTINATION_NEW.png

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