Skip to main content

Posts

Showing posts with the label Integration

Salesforce Power Query

Note: Microsoft Power Query will not work with recently planned Security upgrade of Salesforce. TLS 1.0 will be upgraded to TLS 1.1 or TLS 1.2 in Salesforce Production environment. Look for Power BI Some guidance around Microsoft Power Query usage for Salesforce Platform. Power Query Usage / Highlights Retrieve User Data from Salesforce Read Only Access to Salesforce Connection to Salesforce is made on behalf of User. In other words, Login Session belongs to the User. Power Query utilises Salesforce OAuth security framework to connect to Salesforce Installation Guide Follow the instructions as provided here  https://powerbi.microsoft.com/en-us/blog/4-new-updates-in-power-query/ References Announcing Power Query Support for Salesforce -  https://powerbi.microsoft.com/en-us/blog/announcing-power-query-support-for-salesforce-com/ 4 new updates in Power Query -  https://powerbi.microsoft.com/en-us/blog/4-new-updates-in-power-query/

Salesforce - Microsoft Power BI

This document outlines basic steps to install and configure Power BI with Salesforce. Usage / Highlights Retrieve User Data from Salesforce Retrieve Reports from Salesforce Read Only Access to Salesforce Connection to Salesforce is made on behalf of User. In other words, Login Session belongs to the User. Power BI utilises Salesforce OAuth security framework to connect to Salesforce Previous version of Power BI used to be Power Query, but not supported for TLS 1.1 or higher, thus could not connect to Salesforce after TLS 1.1 Security upgrade. Find details on Power Query Installation  here . Installation - Power BI Publisher for Excel Download Link  Download Power BI publisher for Excel Download for Office 64 Bit ( or 32 Bit) as needed. Close Microsoft Office Application Double click the installer file named "PowerBIpublisher_[64bit][en-us].msi" Installation - Power BI Desktop  Follow the guide as provide on this site -  ht...