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Anonymous's avatar
Anonymous
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7 years ago
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Salesforce Objects direct connect with PowerBI will reduce Salesforce performance ?

Does anyone know if connecting all the metadata Salesforce Objects with PowerBI directly will reduce the performance in Salesforce Environment?

 

We experience slow performance in Salesforce Lightning Environment

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3 Replies

  • v-danhe-msft's avatar
    v-danhe-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    7 years ago

    Hi Anonymous ,

    There are many factors to affect the influence, you could refer to below link:

    https://docs.microsoft.com/en-us/power-bi/power-bi-reports-performance

    And the different conncetion mode will also affect the performance:

    https://docs.microsoft.com/en-us/power-bi/desktop-directquery-about

    And you may ask the problem in saleforce forum to get further information:

    https://developer.salesforce.com/forums/ForumsCategories

     

    Regards,

    Daniel He

  • ReportGuru's avatar
    ReportGuru
    Icon for Post Patron rankPost Patron
    2 years ago

    Hi, 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. 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
    Icon for Post Prodigy rankPost Prodigy
    1 month ago

    Hi there,

     

    The Salesforce Objects connector uses Import mode, not DirectQuery. Power BI queries Salesforce during data refresh, but report users do not continuously query Salesforce when interacting with visuals.

     

    Large or overlapping refreshes can still consume Salesforce API capacity. I would compare Power BI refresh times with the Lightning slowdown, review Salesforce API usage, stagger refresh schedules, and select only the objects and fields you need. Relationship columns should also be disabled unless they are required.

     

    Power BI Connector for Salesforce by Metrica Software can help create narrower Salesforce sources with selected objects, fields, filters, and SOQL: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    This can reduce unnecessary extraction, but I would not assume that Power BI is the cause of the Lightning performance issue without correlating the refresh and API usage data.

     

    Docs:
    https://metricasoftware.com/docs/salesforce/

     

    Cheers,
    Metrica Team