Forum Discussion

jesuslogmein's avatar
jesuslogmein
Helper I
3 years ago

Connect to Salesforce

As many of you know, if we connect with PBI to a Salesforce report, we are limited to 2000 rows. There is an option to connect to Salesforce Objects, does anyone know in which objects the data of th...
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CoderZen08's avatar
CoderZen08
Helper V
11 months ago

I know this reply is very late lol, but 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, it uses the Salesforce Objects API, so you won't face this 2k rows limitation you have with the Salesforce reports API. 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
    3 months ago

    Hi jesuslogmein ,

     

    To answer your original question briefly - Salesforce reports aren't backed by a single underlying object. A "Cases" report sits on top of the Case object, an "Opportunities" report on Opportunity, etc. So if you go the Objects route, you'd rebuild each report from its base object plus any related objects (Account, Contact, etc.) - doable, but loses your existing Salesforce report logic, filters, and joined-report structure.

     

    If you'd rather avoid a separate ETL platform and copy-pasting URLs into Power BI's Web connector, there's a native Salesforce AppExchange app called Power BI Connector for Salesforce that connects directly:

    🔗 AppExchange listing: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

    Happy to set up a quick demo if useful.

    Cheers,

    Metrica team