Forum Discussion

andreamastrini's avatar
andreamastrini
Frequent Visitor
6 years ago

Dataflow and Multiple Salesforce Orgs

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

Dataflow

3 Replies

  • v-lili6-msft's avatar
    v-lili6-msft
    Community Support
    6 years ago

    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

  • QueryWhiz's avatar
    QueryWhiz
    Post Patron
    2 years ago

    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. 

     

  • metrica's avatar
    metrica
    Post Prodigy
    1 month ago

    Hi  andreamastrini , 

    For multiple Salesforce orgs, I would treat each org as a separate data source, not as one shared Salesforce connection.

     

    Use a unique Salesforce My Domain or custom domain for each org, for example:

    https://companyA.my.salesforce.com
    https://companyB.my.salesforce.com

    Then create separate queries or separate dataflows for each org, configure credentials for each source, add an OrgName column, and append the data only after the schemas are aligned.

     

    If you export a dataflow to JSON and import it again, I would expect to re-enter credentials in the target workspace. The query definition can move, but credentials usually need to be configured again.

     

    If this becomes difficult to maintain in Dataflows, another option is to prepare each Salesforce org separately before Power BI.

     

    Power BI Connector for Salesforce by Metrica Software can help: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    It lets you create prepared Salesforce data sources inside each Salesforce org, select the needed objects and fields, apply filters, preview the output, and then connect Power BI to each prepared source.

     

    This does not create one central credential manager for all orgs, but it gives a cleaner Salesforce-to-Power BI path than maintaining complex multi-org Dataflow logic.

     

    Docs and support:
    https://metricasoftware.com/docs/salesforce/
    https://metricasoftware.com/docs/salesforce/contact-support/

     

    Cheers,
    Metrica Team