Forum Discussion
Transport connection problem publishing Sales Force model
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
Hi Brian_M were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector, which pulls data directly from the SF objects API. 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.