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.
Is it possible to add Salesforce query in Power BI?
Using the built-in salesforce connector, it is only possible to query data after importing the whole table in Power BI Desktop. There is a similar idea about adding salesforce query in Power BI , please vote it up. If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
How to use Microsoft query to import Salesforce data into a spreadsheet?
Follow the steps below to use Microsoft Query to import Salesforce data into a spreadsheet and provide values to a parameterized query from cells in a spreadsheet. If you have not already, save connection properties in a DSN (data source name). You can use the Microsoft OBC Data Source Administrator to create and configure ODBC DSNs.
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 use Power Query in Salesforce?
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 query Excel in Salesforce?
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...•
How do I link my Salesforce report to Excel?
Open MS Excel, go to Data -> Get Data -> From Other Sources and click on From ODBC. Choose the Salesforce Data source that you have configured in the previous section. Click on OK, you should now see authentication window as below. Fill in your username and password and Click on Connect.
How do I use Microsoft Power Query in Excel?
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.
Can Salesforce pull data from Excel?
The third way to pull Salesforce data into Excel is to use Excel Add-Ins for Salesforce. Add-ins help you to connect Microsoft Excel to Salesforce, load data from Salesforce to Excel, instantly refresh data in an Excel workbook from Salesforce, edit these data, and update Salesforce from Excel.
How do I import data from Excel to Salesforce?
Use the Data Import WizardStart the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. ... Choose the data that you want to import. ... Map your data fields to Salesforce data fields. ... Review and start your import. ... Check import status.
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...
How do I automate export data in Salesforce?
Method 1: Automate Salesforce Data Export Using Salesforce Built-In Export FeatureClick on “Setup” enter “Data Export” in the “Quick Find” box, then select “Data Export” and “Export Now” or “Schedule Export”. ... Select the intended encoding for your export file.More items...•
How do I pull a report from Salesforce?
To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name. Click the Reports tab. If you're already viewing a report, click Run Report to run it.
What is the difference between Power Query and Power Pivot?
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 create a Power Query table in Excel?
3:1316:35How to use Microsoft Power Query - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo within the from file list i'm going to click on the option that says from folder. Next i see aMoreSo within the from file list i'm going to click on the option that says from folder. Next i see a prompt where i can specify the folder path where i have all of my excel. Sheets i could click on
Can I use Power Query in Excel Online?
Connect to an Excel workbook from Power Query Online To make the connection from Power Query Online: Select the Excel option in the connector selection. In the Excel dialog box that appears, provide the path to the Excel workbook. If necessary, select an on-premises data gateway to access the Excel workbook.
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.
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 ...
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 might be a custom domain y…
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 sel...
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.
