Release State: General Availability
Products: Power BI Desktop, Power BI Service (Enterprise Gateway), Dataflows in PowerBI.com (Enterprise Gateway), Dataflows in PowerApps.com (Enterprise Gateway), Excel
Authentication Types Supported: Salesforce account
Some capabilities may be present in one product but not others due to deployment schedules and host-specific capabilities.
By default, Salesforce does not support Internet Explorer 11, which is used as part of the authentication experience to online services in Power Query Desktop. Please opt-in for extended support for accessing Lightning Experience Using Microsoft Internet Explorer 11. You may also want to review Salesforce documentation on configuring Internet Explorer. At this time, users will be impaired from authenticating, but stored credentials should continue to work until their existing authentication tokens expire.
To use the Salesforce Objects connector, you must have a Salesforce account username and password.
In addition, Salesforce API access should be enabled. To verify access settings, go to your personal Salesforce page, open your profile settings, and search for and make sure the API Enabled checkbox is selected. Note that Salesforce trial accounts do not have API access.
- Custom domains
- CNAME record redirects
- Relationship columns
Connect to Salesforce Objects
To connect to Salesforce Objects data:
In the Get Data dialog box, enter Salesforce in the Search box, select Salesforce Objects from the product specific data connector list, and then select Connect.
In Salesforce Objects, choose the Production URL if you use the Salesforce production URL (https://www.salesforce.com) to log in.
You can also select Custom and enter a custom URL to log in. This custom URL might be a custom domain you've created within Salesforce, such as https://contoso.salesforce.com. You can also use the custom URL selection if you are using your own CNAME record that redirects to Salesforce.
In addition, you can select Include relationship columns. This selection alters the query by including columns that might have foreign-key relationships to other tables. If this box is unchecked, you won’t see those columns.
Once you've selected the URL, select OK to continue.
Select Sign in to sign in to your Salesforce account.
Once you've successfully signed in, select Connect.
If this is the first time you've signed in using a specific app, you'll be asked to verify your authenticity by entering a code sent to your email address. You'll then be asked whether you want the app you are using to access the data. For example, you'll be asked if you want to allow Power BI Desktop to access your Salesforce data. Select Allow.
In the Navigator dialog box, select the Salesforce Objects you want to load.
You can then either load or transform the data.
Known issues and limitations
There is a limit on the number of fields a query to Salesforce can contain. The limit varies depending on the type of the columns, the number of computed columns, and so on. When you receive an error
Query is either selecting too many fields or the filter conditions are too complicatedit means that your query exceeds the limit. To avoid this, use the Select Query advanced option and specify fields that you really need.
Salesforce session settings can block this integration. Ensure that the setting Lock sessions to the IP address from which they originated is disabled.
Salesforce API access should be enabled. To verify access settings, go to profile settings for the current user and search for "API Enabled" checkbox.
Note that Salesforce trial accounts do not have API access.
Custom fields of type "Picklist (Multi-Select)" are not supported by "Create record" and "Update record" operations.
Lightning URLs are not supported.
For more information about Salesforce internal API limits, see Salesforce Developer Limits and Allocations Quick Reference.