Power BI Salesforce Connector

In this article you will learn, how to integrate Salesforce data to Power BI without coding in few clicks (Live / Bi-directional connection to Salesforce). Salesforce Connector can be used to extract/load large amount of data from/in Salesforce.com without any programming. You can use simple Table mode or Query mode with full SOQL query language support (SOQL=Salesforce.com Object Query Language).

Using Salesforce API Connector you will be able to connect, read and write data from within Power BI. Let's take a look at the steps below to see how exactly to accomplish that.

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Video Tutorial - Integrate Salesforce data in Power BI

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

  • How to download / install required driver for Salesforce integration in Power BI
  • How to configure connection for Salesforce
  • Features about Salesforce Driver (Authentication / Query Language / Examples / Driver UI)
  • Using Salesforce Connection in Power BI

Create ODBC Data Source (DSN) based on ZappySys Salesforce Driver

To get data from Salesforce using Power BI we first need to create a DSN - Data Source - which will access data from Salesforce, which later will be able to get using Power BI. Perform these steps:
  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a User Data Source (User DSN) based on ZappySys Salesforce Driver:

    Create new Salesforce Driver

    You should create System DSN if client application is launched under Windows System Account, e.g. as a Windows Service.
    Launch ODBC Data Sources 32-bit version in case your client application is a 32-bit (x86) application (required only for System DSN).
  4. Now, we need SalesForce Connection. Lets create it. ODBC SalesForce Driver - Create Connection

  5. Now, When you see DSN Config Editor with zappysys logo first thing you need to do is change default DSN Name at the top and Click on Preview Tab, Select Table from Tables Dropdown or you can enter or modify a SOQL query and click on Preview Data.
    This example shows how to write simple SOQL query (Salesforce Object Query Language). It uses WHERE clause. For more SOQL Queries click here.
    SOQL is similar to database SQL query language but much simpler and many features you use in database query may not be supported in SOQL (Such as JOIN clause not supported). But you can use following Queries for Insert, Update, Delete and Upsert(Update or Insert record if not found).

    SELECT * FROM Account WHERE Name like '%Oil%'
    ZappySys ODBC Driver - Select Table and Preview Data
  6. Click OK to finish creating the data source

Read data in Power BI from the DSN

  1. Once you open Power BI Desktop click Get Data to get data from ODBC:
    Power Bi Get Data

  2. A window opens, and then search for "odbc" to get data from ODBC data source:
    Power Bi ODBC Get Data

  3. Another window opens and asks to select a Data Source we already created. Choose SalesforceDSN and continue:

    SalesforceDSN
    Power Bi Select ZappySys Driver DSN

  4. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

    SalesforceDSN
    Power Bi DSN Authenticaation

  5. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
    Power Bi Load DSN Table Data

  6. Finally, use data extracted from Salesforce API in Power BI reports:
    Power Bi Extracted DSN Table Data

Create Custom Store Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Store Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Store Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Store Procedure Name

  3. Select the created Store Procedure and write the your desired store procedure and Save it and it will create the custom store procedure in the ZappySys Driver:
    Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

    CREATE PROCEDURE [usp_get_orders]
    @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
    AS
    SELECT * FROM Orders where OrderDate >= '<@fromdate>'

    ZappySys Driver - Create Custom Store Procedure

  4. That's it now go to Preview Tab and Execute your Store Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:

    Exec usp_get_orders '1996-01-01'

    ZappySys Driver - Execute Custom Store Procedure

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you dont have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
    Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here

    SELECT
    "ShipCountry",
    "OrderID",
    "CustomerID",
    "EmployeeID",
    "OrderDate",
    "RequiredDate",
    "ShippedDate",
    "ShipVia",
    "Freight",
    "ShipName",
    "ShipAddress",
    "ShipCity",
    "ShipRegion",
    "ShipPostalCode"
    FROM "Orders"
    Where "ShipCountry"='USA'

    ZappySys Driver - Create Custom Table

  5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:

    SELECT * FROM "vt__usa_orders_only"

    ZappySys Driver - Execute Custom Virtual Table Query

Conclusion

In this article we discussed how to connect to Salesforce in Power BI and integrate data without any coding. Click here to Download Salesforce Connector for Power BI and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Documentation 

Other App Integration scenarios for Salesforce

Other API Connectors for Power BI


Documentation 

  • How to connect Salesforce in Power BI?

  • How to get Salesforce data in Power BI?

  • How to read Salesforce data in Power BI?

  • How to load Salesforce data in Power BI?

  • How to import Salesforce data in Power BI?

  • How to pull Salesforce data in Power BI?

  • How to push data to Salesforce in Power BI?

  • How to write data to Salesforce in Power BI?

  • How to POST data to Salesforce in Power BI?

  • Call Salesforce API in Power BI

  • Consume Salesforce API in Power BI

  • Salesforce Power BI Automate

  • Salesforce Power BI Integration

  • Integration Salesforce in Power BI

  • Consume real-time Salesforce data in Power BI

  • Consume realtime Salesforce API data in Power BI

  • Salesforce ODBC Driver | ODBC Driver for Salesforce | ODBC Salesforce Driver | SSIS Salesforce Source | SSIS Salesforce Destination

  • Connect Salesforce in Power BI

  • Load Salesforce in Power BI

  • Load Salesforce data in Power BI

  • Read Salesforce data in Power BI

  • Salesforce API Call in Power BI