Forum Discussion

Brian_M's avatar
Brian_M
Continued Contributor
10 years ago
Solved

Transport connection problem publishing Sales Force model

I have created a new model and connected to SalesForce using the following method:   Get Data - Online Sources - SalesForce Objects.   Data pulls through from SalesForce into my PBI Desktop mod...
Need Help
  • Vicky_Song's avatar
    Vicky_Song
    10 years ago

    Brian_M, I could be able to publish a PBIX file containing a SalesForce connection. Please have another try. In addition, according to this article, the account you're using to connect to SalesForce needs to fullfill the following requirements:

     

    • Connected with a production Salesforce account that has API access enabled
    • Permission granted to the Power BI app during log-in
    • The account has sufficient API calls available to pull and refresh the data
    • A valid authentication token is required for refresh. Ensure you have 5 or less Salesforce data sets imported, as Salesforce has a limit of 5 authentication tokens per application
Vicky_Song's avatar
Vicky_Song
Impactful Individual
10 years ago

Brian_M, I could be able to publish a PBIX file containing a SalesForce connection. Please have another try. In addition, according to this article, the account you're using to connect to SalesForce needs to fullfill the following requirements:

 

  • Connected with a production Salesforce account that has API access enabled
  • Permission granted to the Power BI app during log-in
  • The account has sufficient API calls available to pull and refresh the data
  • A valid authentication token is required for refresh. Ensure you have 5 or less Salesforce data sets imported, as Salesforce has a limit of 5 authentication tokens per application
  • Brian_M's avatar
    Brian_M
    Continued Contributor
    10 years ago

    Thanks Vicky, I tried it again today and it works!