Forum Discussion

swaroopkumarmg's avatar
swaroopkumarmg
Helper II
6 years ago

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.

Salesforce lightning - report

2 Replies

  • QueryWhiz's avatar
    QueryWhiz
    Post Patron
    2 years ago

    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:

     

     

    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. 

     

  • metrica's avatar
    metrica
    Post Prodigy
    1 month ago

    Hi swaroopkumarmg,

     

    I would first check the Salesforce URL and the Power BI environment.

     

    For the native Salesforce Reports connector, Lightning URLs are not supported. Try connecting through Production or a supported Salesforce custom domain, for example:

    https://yourdomain.my.salesforce.com

    I would also check:

    1. The Salesforce user has API Enabled permission.

    2. The report is in a folder visible to that user.

    3. The report type and fields are accessible to that user.

    4. The report is visible through Salesforce report navigation or API access.

    If this is Power BI Report Server, there is an extra limitation: Salesforce Reports and Salesforce Objects can be used as cached data sources, but scheduled refresh is not supported because Report Server does not support OAuth-based model refresh for Salesforce.

     

    Also, the native Salesforce Reports connector has the frustrating 2,000-row limit.

    If you can use Power BI Desktop or Power BI Service instead of Report Server, another option is Power BI Connector for Salesforce by Metrica Software: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    It lets you prepare Salesforce data sources inside Salesforce, select objects and fields, apply filters, preview the output, and connect Power BI to a prepared source.

     

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

     

    Cheers,
    Metrica Team