Forum Discussion

ben1's avatar
ben1
New Member
8 years ago

Connect to multiple Salesforce orgs at the same time?

I am testing Power BI. The Salesforce connector works well.   However, we have multiple Salesforce orgs and I am wodnering if it is possible to connect to each of them and pull data from each org i...
pablobarra's avatar
pablobarra
Advocate I
8 years ago

Hi ben1

 

You should be able to do it by using \get data\from Salesforce and seect "custom" instead of "production".

"Custom" option allows you to connect to a Sandbox and to Production.

You need to add the url of your "production" environment (like https://eu14.salesforce.com/)

If you have more than one instance of SFDC in the same environment, you can use "login.salesforce.com", "emea.salesforce.com, etc.

Pablo

  • ben1's avatar
    ben1
    New Member
    8 years ago

    Hi pablobarra

     

    I tried that. When I click Get Data -> Salesforce for the first time, it asks me to login, and I can then connect without trouble.

     

    However, if I go to Get Data -> Salesforce for a second time, it automatically uses my existing credential and doesn't give any option to enter a different one.

    • pablobarra's avatar
      pablobarra
      Advocate I
      8 years ago

      Hi ben1

      Did you selected "Custom" when selecting the environment?

      Select Custom and use different URL each time, for example https://login.salesforce.com, https://e10.salesforce.com/, etc.

      You will be able to find you Salesforce URL in the UI. 

      Use different URL, for example login.salesforce.com and emea.salesforce.com can work with your instance, try if that is the case, and if so, you can use them as different "custom" connections.

      Pablo

       

      • DangerHog's avatar
        DangerHog
        Frequent Visitor
        8 years ago

         

        1) Log into your salesforce instance.

        2) Take note of the subdomain of the url after you login.  We will use this in a later step... Example:  https://na78.lightning.force.com

        3) Click Get Data

        4) type Salesforce into search

        5) Click on Salesforce Objects.  A window will pop up

        6) Choose the Custom radio button and then type this into the text field  https://na78.salesforce.com (using whatever subdomain is right for your instance of Salesforce).  This will take you through the login process again so you can access more than one instance of Salesforce

  • andreamastrini's avatar
    andreamastrini
    Frequent Visitor
    6 years ago

    Hi -

    I have 3 Salesforce orgs to connect and I unfortunately selected "Production" while connecting the fist one. I tried to export the dataflow to json and import it as a Model into a second dataflow but PowerBI doesn't give me the option to select the credentials for each org.

    What am I supposed to do? Recreate the (long) dataflow coping and pasting the M code for each table OR there 's a central place where to manage Salesforce org's credentials in PBI service?

    Thanks!

    Andrea