You can now access live Salesforce data in Power Query. In the Navigator expand the node for the OData feed, right-click a table, and click Edit to open the Query Editor. This will display the table data.
How do I connect to a Salesforce object in Power Query?
Connect to Salesforce Objects from Power Query Online To connect to Salesforce Objects data: Select Salesforce objects from the product-specific data connector list, and then select Connect. In Salesforce objects, choose the URL you want to use to connect.
How do I import data from Salesforce to Power BI Desktop?
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 select Load to load the data or select Transform Data to transform the data.
How to connect Salesforce objects to Microsoft Dynamics CRM?
In the Navigator dialog box, 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. Select Salesforce objects from the product-specific data connector list, and then select Connect. In Salesforce objects, choose the URL you want to use to connect.
How do I enable Salesforce API access?
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. Note that Salesforce trial accounts don't have API access.
Does Power Query work with Excel 2010?
Excel 2010 and 2013 for Windows In Excel 2010 for Windows, we first introduced Power Query and it was available as a free add-in that could be downloaded from here: Download the Power Query add-in.
How do I connect Power Query to Salesforce?
Connect to Salesforce Objects from Power Query OnlineSelect Salesforce objects from the product-specific data connector list, and then select Connect.If this is the first time you've made this connection, select an on-premises data gateway, if needed.Select Sign in to sign in to your Salesforce account.More items...•
How do you do a Power Query in Excel 2010?
In Excel, select Data > Queries & Connections, and then select the Queries tab. In the list of queries, locate the query, right click the query, and then select Load To. The Import Data dialog box appears. Decide how you want to import the data, and then select OK.
How do I link Salesforce data to Excel?
To import Salesforce data into Excel, you can use the Salesforce Excel connector.Step 1: Open Excel and go to the Data Tab → New query → From Other sources.Step 2: Next, select → Salesforce objects → choose one option from Production or Custom → enter your Salesforce credentials, if asked for.More items...•
What is a Salesforce connector?
You can use Salesforce Connector to securely read data from or write data to Salesforce. Salesforce is a cloud-based Customer Relationship Management (CRM) solution for sales teams to manage contacts and sales activities.
What is XL connector?
XL-Connector is a data loader that does just that – provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click – no CSV files, no hassle, and you have all the amazing tools of Excel right at your fingertips: pivot tables, charts, formulae, lookups, etc.
How do I run a Power Query in Excel?
In Excel Select Data > Queries & Connections > Queries tab. In the Power Query Editor Select Data > Get Data > Launch Power Query Editor, and view the Queries pane on the left.
How do I activate Power Query?
Excel 2013Go to the “File” tab.Go to the “Account” section.Here you will see the product version.Click on the “About Excel” button.In the screen that pops up, at the top you will either see 32-bit or 64-bit. Take note and download the correct Power Query add-in version accordingly.
Is Power Pivot the same as Power Query?
Power Query is the recommended experience for importing data. Power Pivot is great for modeling the data you've imported. Use both to shape your data in Excel so you can explore and visualize it in PivotTables, PivotCharts, and Power BI.
How do I automate a report from Salesforce to Excel?
Go to the Reports tab and open the report you want to export.Click the Edit drop-down menu on the right side of your Salesforce report and select Export.Select the format for export Salesforce report to Excel. Formatted Report is available for export only as XLSX Excel file.
How do I pull data from Salesforce?
Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...
Can you export data from Salesforce to Excel?
Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.
How to load Salesforce data?
In the Navigator dialog box, 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.
How to connect to production on Salesforce?
Currently, you may need to select the Custom URL, enter https://www.salesforce.com in the text box, and then select Production to connect to your data.
How to connect to Salesforce objects?
To connect to Salesforce Objects data: Select Salesforce objects from the product-specific data connector list, and then select Connect. 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.
How to verify Salesforce API?
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 don't have API access.
What does it mean when a query exceeds the limit in Salesforce?
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.
Does Salesforce support Internet Explorer?
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 ...
Can Salesforce block session?
Salesforce session settings can block this integration. Ensure that the setting Lock sessions to the IP address from which they originated is disabled.
Download
Power Query is a free download from Microsoft for Office 2010 and 2013 running on Windows 7 plus. I am running Office 2010 on Windows 7 64bit at the moment and it is working great.
What I love about Power Query
It's almost like my first programming love - Excel 4 macro language (XLM). This is the programming language I taught myself on, which is probably why I'm not much of a coder now. http://www.brighthub.com/computing/windows-platform/articles/84345.aspx
Export
Again a real scenario. My client has KPIs on number of cases answered per month. They want to do a chart to present to management overlaying KPIs with the count of Cases for the year, by quarter. How can you do that in Salesforce. It is virtually impossible (Well, there may be a big hack way of doing it, but I have not found one.
Technical
Getting an object from Salesforce does a REST query on the Salesforce database.
Issues
Of course you can only use this if you have the APIs enabled (from Professional Edition, if you pay, up to Enterprise, Developer and Ultimate).
7 Comments
Great article! You mention salesforce sandboxes for import but not export. I have found lots of questions from people trying to connect to a salesforce sandbox but no-one appears to have been successful. Please can you add any light to this? From Michca Morris The Landmark Trust (charity) UK [email protected] Thanks Michca
Prerequisites
Capabilities Supported
- Production
- Custom
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. 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...
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. 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.NoteCurrently, you may need to select the Custom URL, …
Known Issues and Limitations
- 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 Que...
- Salesforce session settings can block this integration. Ensure that the setting Lock sessions to the IP address from which they originatedis disabled.
- 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 Que...
- Salesforce session settings can block this integration. Ensure that the setting Lock sessions to the IP address from which they originatedis 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.
- Salesforce trial accounts don't have API access.
