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Have Power BI accept a SOQL statement for a Salesforce Query

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Jonathan Schlereth on 28 Apr 2017 02:32:15

Just as we can write a specific a SQL statement from SQL Server, it would be great to be able to write a SOQL statement from Salesforce objects.

Also, it would be great to be able to grab the underlying SOQL statements that generate specific Salesforce reports, so that the underlying report itself doesn't have to be maintained and the underlying SOQL in Power BI could "take over" and be modified accordingly.

Comments (48)
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Jacqueline Payne on 20 Jul 2023 14:34:55

RE: Have Power BI accept a SOQL statement for a Salesforce Query

That I can't limit the data I need to pull from SalesForce into PBI is a complete time suck. As a rule, I don't need more than a couple of years of historical data. But PBI makes me download every single thing and all the useless columns too! I need 2 years of records and 4 columns? That's 30 minutes waiting for the data to load before I get to the filtering and removing. I'm requesting my company switch to Tableau because of this nonsense.

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Jeremy Dennis on 19 May 2023 14:57:25

RE: Have Power BI accept a SOQL statement for a Salesforce Query

Here's a couple of examples of how you can limit the number of columns or rows coming from the SF object connector: let
    Source = Salesforce.Data("https://login.salesforce.com/", [ApiVersion=48]),
    #"Query" = Source{[Name="Account"]}[Data],
    #"Filtered Rows" = Table.SelectRows(#"Query", each ([Type] = "Customer - Channel"))
in
    #"Filtered Rows"
let
    Source = Salesforce.Data("https://login.salesforce.com/", [ApiVersion=48]),
    #"Query" = Source{[Name="Account"]}[Data],
    #"Filtered Rows" = Table.SelectColumns(#"Query",{"Id", "Name", "Type"})
in
    #"Filtered Rows"

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RAOUL ROMANI on 06 Apr 2023 14:50:05

RE: Have Power BI accept a SOQL statement for a Salesforce Query

With Tibco Spotfire we can extraxt from a soql salesforce query. When in powerbi?

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Corey Rastello on 24 Mar 2023 12:54:45

RE: Have Power BI accept a SOQL statement for a Salesforce Query

This should be basic functionality if you want to compete with other prep tools

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Melissa Zick Korol on 09 Mar 2023 18:19:06

RE: Have Power BI accept a SOQL statement for a Salesforce Query

Still waiting.

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Minh Nhat Huy Nguyen on 16 Jan 2023 12:49:16

RE: Have Power BI accept a SOQL statement for a Salesforce Query

It's been 5 years and Salesforce connector is still a hot mess. At least allows us this capabilities if query-folding is not possible for Salesforce.

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Hal Bradwell on 12 Jan 2023 00:54:38

RE: Have Power BI accept a SOQL statement for a Salesforce Query

wow, this was suggested originally in 2017! I'm also surprised it's only recieved ~350 votes... people need to vote.

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Kenneth Bassett on 15 Dec 2022 19:22:05

RE: Have Power BI accept a SOQL statement for a Salesforce Query

I post this 30 minutes into loading a single table from Salesforce. Please help my sanity.

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Ken Steinbrenner on 18 Nov 2022 18:36:10

RE: Have Power BI accept a SOQL statement for a Salesforce Query

This one is essential, and with all the SalesForce usage out there its incredible that it's still not available. Current connector is MUCH too limiting.

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Lyndall Harding on 20 Oct 2022 09:19:07

RE: Have Power BI accept a SOQL statement for a Salesforce Query

Over 5 years later and consistently commented that it is the most needed feature. What you thinking Microsoft? I started working with an organisation who use SalesForce, and my job is to implement an analytics tool. I have years of experience in PBI, but I will be looking into Tableau first thing tomorrow morning.