Salesforce Connector for Power BI How to Test Connection

Introduction

In this article we will delve deeper into Salesforce and Power BI integration, and will learn how to test connection. We are continuing from where we left off. By this time, you must have installed ODBC PowerPack, created ODBC Data Source, and configured authentication settings in your Salesforce account .

So, let's not waste time and begin.

The first thing you have to do is open Query Builder:

ZappySys API Driver - Salesforce

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SalesforceDSN
Then simply select the Test Connection endpoint (action).
Continue by configuring the Required parameters. You can also set optional parameters too.
Move on by hitting Preview Data button to preview the results.

If you see the results you need, simply copy the generated query:

Test Connection

This Endpoint has no parameters.

SELECT * FROM test_connection

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

Use these SQL queries in your Power BI data source:

SELECT * FROM test_connection

Once you open Power BI Desktop click Get Data to get data from ODBC:
A window opens, and then search for "odbc" to get data from ODBC data source:
Another window opens and asks to select a Data Source we already created. Choose SalesforceDSN and continue:

SalesforceDSN
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
Finally, you will be asked to select a table or view to get data from. Select one and load the data!
Finally, finally, use extracted data from Salesforce in a Power BI report: