Salesforce dataset to connect to custom objects and fields
First of all, very impressive with the features Power BI Public Preview, I have one question regarding the Salesforce Dataset though, can it connect to custom objects? I've looked but can't find where it can.
At the moment we don’t import custom objects (we have to request specific things through their API) but we could improve this in future.
We could also import custom fields on their standard objects.
Who else would find it useful? Please add your vote if you would!
Damodara Moreira commented
Has anyone found a solution that works for this? Please share!
Vijaya Narkar commented
Any updated on this. Please share!
@Simon - I would also be interested. Having issues refreshing Salesforce dataset in the PBI Service due to the limitation that one user can only run 10 queries at a time so keep getting the infamous "invalid query locator" error :( This is fixed on desktop by disabling parallel loading of tables.
@Simon - would be very interested in seeing the custom Salesforce connectors mentioned for custom SOQL + SF Metadata
If anyone is interested, I've developed two custom Salesforce connectors that enable you to:
(1) Execute custom SOQL queries; and
(2) Extract Salesforce metadata
Ferdinand Santos commented
Not sure if it falls in this same category but it will be useful also to be able to use a custom report type as a data source.
Our company currently uses Domo BI, and I'm doing a comparison with Power BI.
We use both Salesforce and Dynamics AX (moving to D365).
The Domo ability to do a SOQL query is setting it apart from Power BI at this point.
A lot of the other features of Power BI are great, but we can't get to the SalesForce custom objects/data.
I would love to live link Salesforce to Power BI, but without custom fields, Power BI remains almost unusable for my work. Please help!
Jonathan Hunter commented
This one seriously needs to happen. I could be entirely operating with a connection between Power BI Cloud and SFDC, however I can't because nearly all the tables I need to get to aren't available.
This would also solve my problem of having to do a local gateway to pull data down from SFDC to get these fields and make refreshing in general a better experience. If your offering a cloud service - direct, and fully functioning cloud connectors is a must, please don't limit us.
Salesforce report has 2000 rows limitation. Custom object will be very useful for my company to create report. we can write query to get particular columns and joining objects without number of rows restriction.
We use RemedyForce and this will be essential for our consolidated reporting. The Salesforce Reports connector has a row limit of 2,000 records which means it is no good for full history reports
Johnny Gardner commented
Absolutely. We use a customized force.com CRM and the ability to connect to custom objects is a must
Andy Berquist commented
Can't you get around this by connecting to a SalesForce report that contains custom fields?
Not supporting custom objects/fields pretty much alienates our company from giving any serious consideration to Power BI. The offering looks very promising but we'll have to wait for some evolution.
Melissa Klein commented
The ability to query SFDC custom fields & objects is absolutely critical for us. Not useful without it.
Jorge Marques commented
I love Power Query but would love to have a console in excel and use SOQL or SQL instead of PFQL, I am familiar with SOQL/SQL but learning another query language becomes time consuming and confusing in the long term
Is there an update on this? We can't do nearly as much as we'd like to in Power BI without being able to sort by or use custom objects.
@TheresaPalmer - I was trying to workaround this and build my report through Power Query in Excel. However, I was not able to find some of the custom objects in the list. Are there any cases when certain custom objects won't show up?
Any updates here? Would be great to see custom objects as part of the roadmap here...
As a 70+ user account of an independent CRM company on the SFDC platform, Power BI is pointless to us without the ability to utilize custom objects and fields as none of the standard objects are used in this CRM. I was excited to see what this could do but looks like I'll have to wait.
While the suggestion below is possible, that defeats the enticing draw of a drag & drop/easy to use UI. While as the admin I could set much of that up, that's too complicated for our department managers to sift through and manage on a daily/weekly basis.