Forum Discussion
Optimizing Salesforce Data Integration with Power BI: Best Practices and Recommendations
Neither Salesforce Objects nor Salesforce Reports connector offer real time (Direct Query) connectivity. Both are strictly import mode. You cannot expect Power BI to do real time Salesforce reporting. If you need real time reports, use Salesforce Reports, in Salesforce.
Remember that the Salesforce Objects connector officially does not support query folding. This can be a problem if your objects have many millions of members. (Inofficially some simple transforms are actually converted into custom SOQL, even though the "View Native Query" option says otherwise. However, you cannot submit your own custom SOQL, and child queries are not possible.)
There is a third option - export SFDC Reports to CSV, store that CSV on a Sharepoint, and then ingest in Power BI. This is suitable for large amounts of data from complex report types, where real time is not a requirement.
Neither Salesforce Objects nor Salesforce Reports connector offer real time (Direct Query) connectivity. Both are strictly import mode. You cannot expect Power BI to do real time Salesforce reporting. If you need real time reports, use Salesforce Reports, in Salesforce.
Remember that the Salesforce Objects connector officially does not support query folding. This can be a problem if your objects have many millions of members. (Inofficially some simple transforms are actually converted into custom SOQL, even though the "View Native Query" option says otherwise. However, you cannot submit your own custom SOQL, and child queries are not possible.)
There is a third option - export SFDC Reports to CSV, store that CSV on a Sharepoint, and then ingest in Power BI. This is suitable for large amounts of data from complex report types, where real time is not a requirement.