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Brian_M
Responsive Resident
Responsive Resident

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 model but when I try to publish it, I get the following error:

 

Error Message:

Unable to write data to the transport connection: An existing connection was forcibly closed by the remote host.

 

Does this mean that I can't publish a report containing a SalesForce connection to the Service?

 

Has anyone else successfully published a PBIX file containing a SalesForce connection? I was hoping to test whether or not the report will be able to refresh directly from SalesForce cloud via the PowerBI Service.

 

Thanks!

 

 

1 ACCEPTED SOLUTION
Vicky_Song
Impactful Individual
Impactful Individual

@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

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3 REPLIES 3
ReportMaster
Post Patron
Post Patron

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:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

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. 

 

SELECT_DESTINATION_NEW.png

Vicky_Song
Impactful Individual
Impactful Individual

@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

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

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