Forum Discussion

toussdev's avatar
toussdev
Frequent Visitor
2 years ago

Salesforce connexion to Power Bi Service

hi i have just published a new report on PBI service. This report uses connexion with Salesforce Object. It works perfectly on PBI desktop. But on PBI service, impossible to set up a connexion. the w...
Need Help
toussdev's avatar
toussdev
Frequent Visitor
2 years ago

to create a dataflow? what do you mean exactly?

i have just created a new slesforce connection in a new power bi desktop report. exactly on your link. In the screen, I click on Connexion and i enter my credentials

aj1973's avatar
aj1973
Community Champion
2 years ago

Dataflow is an online Power Query

 

According to the screenshot you are not able to connect with your credentials

 

My guesing is that the report which is connected in the service is using a Service account to connect to Salesforce. Il faut verfier avec tes Admins Salesforce et Power BI Tenant.

 

  • toussdev's avatar
    toussdev
    Frequent Visitor
    2 years ago

    aj1973 i done yet that yesterday but it doesn't fix my problem. 

     

  • aj1973's avatar
    aj1973
    Community Champion
    2 years ago

    Vraimen bizzare !, You can connect online which is good,

    Did you connect here in your desktop?

     

  • toussdev's avatar
    toussdev
    Frequent Visitor
    2 years ago

    yes, aj1973 exactly! thanks for your help, Amine!!

  • aj1973's avatar
    aj1973
    Community Champion
    2 years ago

    Welcome,

    Can you please show me you the M code in Query Editor?

    Also the steps applied please

  • toussdev's avatar
    toussdev
    Frequent Visitor
    2 years ago

    the code for the connection? it's classic; 

    = Salesforce.Data("https://login.salesforce.com/", [ApiVersion=48])

    and after = Source{[Name="Account"]}[Data]

  • aj1973's avatar
    aj1973
    Community Champion
    2 years ago

    Check this out

     

    Compare the Version of the one report that is connected and refreshes fine.

  • KonradZawel's avatar
    KonradZawel
    Helper I
    1 year ago
    The easiest way is to pull data into Power BI Desktop and publish it, but then you're stuck using a personal gateway for refreshes, which isn't great if more people need access.
     
    Another route I've used is setting up an automated flow that moves Salesforce data into something like Azure SQL or BigQuery, and then Power BI connects there. Makes things more stable long-term. If you're looking for a no-code option, Skyvia is one tool that can handle this kind of sync - it lets you set up scheduled exports from Salesforce without much hassle.
  • metrica's avatar
    metrica
    Post Prodigy
    3 months ago

    Hi toussdev 

     

    That greyed-out auth picker in the Service has been a long-running quirk with the native Salesforce connector - happens to a lot of people for no obvious reason.

     

    If you've been fighting it for a while, just so you know there are other options out there. One option worth a look is Metrica Power BI Connector for Salesforce on the AppExchange. It handles the OAuth on Salesforce's side, so you don't deal with the Service's connection picker at all. There's a 30-day trial if you just want to test it on your dataset, and more details on https://metricasoftware.com/.

     

    Happy to walk you through a quick demo if that'd help - just drop us a line.

     

    Cheers,

    Metrica Team.