Salesforce Objects

Summary

Prerequisites

To use the Salesforce Objects connector, you must have a Salesforce account username and password.

Also, 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. Take note that Salesforce trial accounts don't have API access.

Capabilities Supported

• Production
• Custom
  • Custom domains
  • CNAME record redirects
  • Relationship columns

Connect to Salesforce Objects from Power Query Desktop

To connect to Salesforce Objects data:

1. Select Salesforce Objects from the product-specific data connector list, and then select Connect. For more information, go to Where to get data.

2. In Salesforce Objects, choose the Production URL if you use the Salesforce production URL (https://www.salesforce.com) to sign in.

   

   You can also select Custom and enter a custom URL to sign in. This custom URL might be a custom domain you created within Salesforce, such as https://contoso.salesforce.com. You can also use the custom URL selection if you're using your own CNAME record that redirects to Salesforce. Take note that lightning URLs aren't supported.

   Also, 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 don't see those columns.

   Once you select the URL, select OK to continue.

3. Select Sign in to sign in to your Salesforce account.

   

   Once you successfully sign in, select Connect.

4. If you're signing in for the first time using a specific app, you're asked to verify your authenticity by entering a code sent to your email address. You're then asked whether you want the app you're using to access the data. For example, you're asked if you want to allow Power BI Desktop to access your Salesforce data. Select Allow.

5. In the Navigator dialog, select the Salesforce Objects you want to load. You can then either select Load to load the data or select Transform Data to transform the data.

Connect to Salesforce Objects from Power Query Online

To connect to Salesforce Objects data:

1. Select Salesforce objects from the product-specific data connector list, and then select Connect. For more information, go to Where to get data.

2. In Salesforce objects, choose the URL you want to use to connect. Select the Production URL if you use the Salesforce production URL (https://www.salesforce.com) to sign in.

   

   Note

   Currently, you might need to select the Custom URL, enter https://www.salesforce.com in the text box, and then select Production to connect to your data.

   You can also select Custom and enter a custom URL to sign in. This custom URL might be a custom domain you created within Salesforce, such as https://contoso.salesforce.com. You can also use the custom URL selection if you're using your own CNAME record that redirects to Salesforce.

   Also, 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 don't see those columns.

3. If you're making this connection for the first time, select an on-premises data gateway, if needed.

4. Select Sign in to sign in to your Salesforce account. Once you're successfully signed in, select Next.

5. In the Navigator dialog, select the Salesforce Objects you want to load. Then select Transform Data to transform the data.

Specifying a Salesforce API version

We require you to specify a supported Salesforce API version to use the Salesforce connector. You can do so by modifying the query using the Power Query advanced editor. For example, Salesforce.Data("https://login.salesforce.com/", [ApiVersion=48]).

If you specify a version that Salesforce doesn't support, you encounter an error message indicating that you specified an unsupported ApiVersion.

For more information on Salesforce API versions and support, visit the Salesforce website.

Known issues and limitations

• If there are missing tables in the results from the Salesforce Objects connector, one cause might be that the ApiVersion must be specified or updated to a version that Salesforce supports. To specify or update the ApiVersion, use the Advanced Editor and explicitly add the ApiVersion parameter. For example:

  Source = Salesforce.Data("https://login.salesforce.com/", [ApiVersion = 54.0])

  Salesforce periodically deprecates ApiVersions, so ensure that you're specifying a Salesforce supported ApiVersion.

• There's 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 the Query is either selecting too many fields or the filter conditions are too complicated error, it means that your query exceeds the limit. To avoid this error, 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 the API Enabled checkbox.

• Salesforce trial accounts don't have API access.

• The "Create record" and "Update record" operations don't support custom fields of type Picklist (Multi-Select).

• Lightning URLs aren't supported.

• Salesforce limits the number of concurrent queries that a single account can execute. 'INVALID_QUERY_LOCATOR ' error This is a Salesforce limit, and can be encountered when there are multiple concurrent queries against Salesforce using the same account. This limit includes all client applications (not just the PowerQuery connector) using the Salesforce API. To reduce the likelihood of this error:

  • Ensure that the number of Salesforce queries are kept to a minimum.
  • Use available options (such as dataflows) to stage the data from Salesforce.
  • Confirm that other uses of the Salesforce API with the same account aren't scheduled concurrently.

For more information about Salesforce internal API limits, go to Salesforce Developer Limits and Allocations Quick Reference.