Forum Discussion
Helper IConnect 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 the reports we design in Salesforce are hosted?
3 Replies
- collinq
Super User
HI jesuslogmein ,
This url gives a list of issues and limitations for Salesforce Objects: Power Query Salesforce Objects connector - Power Query | Microsoft Learn
And, this URl does the same from the Salesforce Objects perspective: API Request Limits and Allocations | Salesforce Developer Limits and Allocations Quick Reference | Salesforce Developers
CoderZen08Helper V
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
Post Prodigy
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
- Pulls Salesforce Reports as-is (no rebuilding from objects, no 2,000-row cap)
- Also works with Objects + custom fields/objects if you prefer that route
- Installed inside your Salesforce org, no third-party proxy in the middle
- 30-day free trial, docs: https://metricasoftware.com/docs/salesforce/, support: https://metricasoftware.com/docs/salesforce/contact-support/
Happy to set up a quick demo if useful.
Cheers,
Metrica team
