![]() You can also use the custom URL selection if you're using your own CNAME record that redirects to Salesforce. This custom URL might be a custom domain you've created within Salesforce, such as. You can also select Custom and enter a custom URL to sign in. In Salesforce Reports, choose the Production URL if you use the Salesforce production URL ( ) to sign in. Select Salesforce Reports from the product-specific data connector list, and then select Connect. Capabilities SupportedĬonnect to Salesforce Reports from Power Query Desktop Note that Salesforce trial accounts don't have API access. ![]() ![]() 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. To use the Salesforce Reports connector, you must have a Salesforce account username and password.Īlso, Salesforce API access should be enabled. To resolve this, go to Enabling Microsoft Edge (Chromium) for OAuth Authentication in Power BI Desktop. At this time, users will be impaired from authenticating, but stored credentials should continue to work until their existing authentication tokens expire. You may also want to review Salesforce documentation on configuring Internet Explorer. Please opt-in for extended support for accessing Lightning Experience Using Microsoft Internet Explorer 11. Ask about our Salesforce support services or request a demo by using the Contact Us form below.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. Ready to elevate your Salesforce reports? The Business Technology Solutions team at FORVIS can help you create and update reports and dashboards so you can showcase the metrics that matter to your organization. The median function can be used to summarize data in reports and dashboards. Included in the Summer ’22 release, median has been added as a summary function in addition to sum, average, max, and min. Summary reports can provide valuable information to your organization. Report Summary Functions Now Include Median This update can help to make key report results more visible. Once a row limit has been set, the report can be used for a dashboard table or chart component. You can set a row limit on a tabular report if you have the report sorted by one column. This feature was available in Classic but now is available in Lightning too. To fast-track to the most relevant records and avoid unnecessary processing time, you can limit the number of rows returned in a tabular report. Note: This feature is available in Salesforce Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. The search bar within the filter module can help you sort through and find selected objects as well. Once the filter is applied, it will display a list of report types with those objects. Click Filter to select one or more standard or custom objects. You also can filter existing report types by object. This opens a window where you can see the O bjects in the report type or click Fields to see which are within the report type. Click the drop-down arrow on the far right of a report type and select Details. When you’re creating a new report and choose the object(s) to which your report is to be related, existing reports under that category will display. This update can help prevent duplicate report types and make it easier to locate the report type you're looking for. With the enhanced report type selector, you can quickly access recently used report types and view the objects and fields that are included. ![]() Let’s look at three enhancements designed to support your customer relationship management (CRM) reporting requirements. Salesforce reports got some helpful upgrades in the Summer ’22 release.
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