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Hello -
I'm not an expert on PowerBI and I'm looking for some help. We would like to use dataflows to connect multiple Salesforce organizations but I don't find a central place in Service where I can manage the credentials for each of the orgs.
Also while exporting a dataflow in Json (imagine it includes different salesforce orgs) and uploading it using the "Import Model" feature as a second dataflow, how can I configure credentials for each salesforce org again?
Thanks
Andrea
Hi, in this case I think is not necessary to use a dataflow. 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, @andreamastrini
To my knowledge, It is impractical that connect to multiple Salesforce orgs at the same time.
For your requirement, you could post your new idea in Power BI ideas and make this feature coming sooner.
Best Regards,
Lin