Forum Discussion
Best Practices for Datasets Drawing from Salesforce
Hi ivan_larson_cki were you able to find a solution? As a workaround, 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.
Hi ReportGuru,
Wow, this is an old post! I think the overall Power BI environment has changed enough that we're no longer as concerned here. We're now using Dataflows to make more flexible use of where to repeat the same transformations vs. where to pull a report directly with its own data straight from Salesforce. The main problem with all intermediaries (dataflows, the ones you mentioned above, Snowflake, etc.) is there's a delay since you have to have two separate refreshes between end user visibility and changes in Salesforce. For a lot of what I'm doing right now, the efficiency savings aren't worth the delay. Where the delay is worthwhile, we're finding a lot of good success with dataflows now.