Power BI Connector for Salesforce

Build 25.0.9454

Connection Properties

The connection properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection settings for this provider. Click the links for further details.

For more information on establishing a connection, see Getting Started.

Authentication


PropertyDescription
AuthSchemeSpecifies the authentication method to use when connecting to Salesforce.
UserSpecifies the authenticating user's user ID.
PasswordSpecifies the authenticating user's password.
SecurityTokenSpecifies the security token used to authenticate access to the Salesforce account.
UseSandboxSpecifies whether the connection should be made to a Salesforce sandbox environment rather than a production instance.
CredentialsLocationSpecifies the file path where the OKTA MFA token is stored for authentication.

Connection


PropertyDescription
APIVersionSpecifies the Salesforce API version to use for the connection.
LoginURLSpecifies the Salesforce server URL used for authentication and login.

SSO


PropertyDescription
SSOLoginURLThe identity provider's login URL.
SSOPropertiesAdditional properties required to connect to the identity provider, formatted as a semicolon-separated list.
SSOExchangeURLThe URL used for consuming the SAML response and exchanging it for service specific credentials.

BulkAPI


PropertyDescription
UseBulkAPISpecifies whether to use the asynchronous Bulk API or the synchronous SOAP API for reading and writing data in Salesforce.
BulkAPIConcurrencyModeSpecifies the concurrency mode used when processing bulk rows with Salesforce Bulk API v1.
BulkUploadLimitSpecifies the maximum file size (in MB) that can be uploaded using Salesforce Bulk API v2.
BulkPollingIntervalSpecifies the time interval (in milliseconds) between requests that check the availability of a bulk process response.
BulkQueryTimeoutSpecifies the maximum time (in minutes) the provider waits for a bulk query response before timing out.
WaitForBulkResultsSpecifies whether the provider should wait for bulk operation results to complete when using the asynchronous Bulk API. Only applies when UseBulkAPI is set to true.
BulkAPIVersionSpecifies the Salesforce Bulk API version to use for processing bulk queries and data operations.
PushEmptyValuesAsNullIndicates whether empty values should be interpreted as empty strings or as NULL.

OAuth


PropertyDescription
InitiateOAuthSpecifies the process for obtaining or refreshing the OAuth access token, which maintains user access while an authenticated, authorized user is working.
OAuthClientIdSpecifies the client ID (also known as the consumer key) assigned to your custom OAuth application. This ID is required to identify the application to the OAuth authorization server during authentication.
OAuthClientSecretSpecifies the client secret assigned to your custom OAuth application. This confidential value is used to authenticate the application to the OAuth authorization server. (Custom OAuth applications only.).
OAuthAccessTokenSpecifies the OAuth access token used to authenticate requests to the data source. This token is issued by the authorization server after a successful OAuth exchange.
OAuthSettingsLocationSpecifies the location of the settings file where OAuth values are saved.
CallbackURLIdentifies the URL users return to after authenticating to Salesforce via OAuth (Custom OAuth applications only).
ScopeSpecifies the scope of the authenticating user's access to the application, to ensure they get appropriate access to data. If a custom OAuth application is needed, this is generally specified at the time the application is created.
OAuthServerURLSpecifies the OAuth server URL used during the authentication process.
OAuthAuthorizationURLThe authorization URL for the OAuth service.
OAuthAccessTokenURLThe URL from which the OAuth access token is retrieved.
OAuthVerifierSpecifies a verifier code returned from the OAuthAuthorizationURL . Used when authenticating to OAuth on a headless server, where a browser can't be launched. Requires both OAuthSettingsLocation and OAuthVerifier to be set.
PKCEVerifierThe PKCE code verifier generated from executing the GetOAuthAuthorizationUrl stored procedure for PKCE authentication schemes.
OAuthRefreshTokenSpecifies the OAuth refresh token used to request a new access token after the original has expired.
OAuthExpiresInSpecifies the duration in seconds, of an OAuth Access Token's lifetime. The token can be reissued to keep access alive as long as the user keeps working.
OAuthTokenTimestampDisplays a Unix epoch timestamp in milliseconds that shows how long ago the current access token was created.

JWT OAuth


PropertyDescription
OAuthJWTCertSupplies the name of the client certificate's JWT Certificate store.
OAuthJWTCertTypeIdentifies the type of key store containing the JWT Certificate.
OAuthJWTCertPasswordProvides the password for the OAuth JWT certificate used to access a password-protected certificate store. If the certificate store does not require a password, leave this property blank.
OAuthJWTCertSubjectIdentifies the subject of the OAuth JWT certificate used to locate a matching certificate in the store. Supports partial matches and the wildcard '*' to select the first certificate.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.

SSL


PropertyDescription
SSLServerCertSpecifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeSpecifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServerIdentifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPortSpecifies the TCP port to be used for a proxy-based firewall.
FirewallUserIdentifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPasswordSpecifies the password of the user account authenticating to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectSpecifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServerIdentifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPortIdentifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthSchemeSpecifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUserProvides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPasswordSpecifies the password of the user specified in the ProxyUser connection property.
ProxySSLTypeSpecifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptionsSpecifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging


PropertyDescription
LogfileSpecifes the file path to the log file where the provider records its activities, such as authentication, query execution, and connection details.
VerbositySpecifies the verbosity level of the log file, which controls the amount of detail logged. Supported values range from 1 to 5.
LogModulesSpecifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.
MaxLogFileSizeSpecifies the maximum size of a single log file in bytes. For example, '10 MB'. When the file reaches the limit, the provider creates a new log file with the date and time appended to the name.
MaxLogFileCountSpecifies the maximum number of log files the provider retains. When the limit is reached, the oldest log file is deleted to make space for a new one.

Schema


PropertyDescription
LocationSpecifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemasOptional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
TablesOptional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
ViewsOptional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Caching


PropertyDescription
AutoCacheSpecifies whether the content of tables targeted by SELECT queries is automatically cached to the specified cache database.
CacheProviderThe namespace of an ADO.NET provider. The specified provider is used as the target database for all caching operations.
CacheConnectionSpecifies the connection string for the specified cache database.
CacheLocationSpecifies the path to the cache when caching to a file.
CacheToleranceNotes the tolerance, in seconds, for stale data in the specified cache database. Requires AutoCache to be set to True.
OfflineGets the data from the specified cache database instead of live Salesforce data.
CacheMetadataDetermines whether the provider caches table metadata to a file-based cache database.

Miscellaneous


PropertyDescription
AllOrNoneSpecifies whether all insert, update, or delete operations in a request should fail if any individual record fails.
ArchiveModeSpecifies whether to include deleted and archived records in standard SELECT queries.
ContinueOnAlterExceptionSpecifies whether the provider should continue executing subsequent ALTER statements after one fails.
DirectQueryLimitSpecifies the maximum number of rows returned by queries in both Import and DirectQuery modes.
EnableForeignKeyDetectionWhether to detect the foreign keys in ODBC.
ExposeConceptualEntitiesSpecifies whether Salesforce Record Types should be exposed as separate tables.
FilterScopeSpecifies an optional scope to limit the records returned in queries using Salesforce's USING SCOPE keyword.
IncludeItemURLBoolean determining if the ItemURL column should be exposed for every table.
IncludeMetadataDescriptionSpecifies whether to retrieve descriptions for columns, tables, or both from the Salesforce Metadata API.
IncludeReportsSpecifies whether Salesforce Reports should be exposed as views in the schema.
MaximumColumnSizeThe maximum column size.
MaxRowsSpecifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
NullBooleanBehaviorThis property determines how the NULL values should be treated for the Boolean columns.
OtherSpecifies additional hidden properties for specific use cases., to be used only when our Support team advises it, to address specific issues. See Remarks for details.
PseudoColumnsSpecifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
QueryPassthroughSpecifies whether to allow SOQL queries to be passed directly to Salesforce instead of translating SQL queries into SOQL.
ReadonlyToggles read-only access to Salesforce from the provider.
RemoveBOMCharacterSpecifies whether the provider should remove the Byte Order Mark (BOM) character (0xFEFF) from content.
RemovePrivateCharSpecifies whether to replace private use characters with a '?' character in the retrieved content.
ReplaceInvalidUTF8CharsSpecifies whether to replace invalid UTF-8 characters in the content with a '?' character.
ReportExactPicklistLengthSpecifies whether to report the exact length of picklist fields as defined in Salesforce, or to report them with a default length of 255.
RTKSpecifies the runtime key for licensing the provider. If unset or invalid, the provider defaults to the standard licensing method. This property is only required in environments where the standard licensing method is unsupported or requires a runtime key.
ServerSideAggregationSpecifies whether aggregation operations such as SUM, COUNT, and GROUP BY should be performed on the Salesforce server or handled by the client.
SessionTimeoutSpecifies the duration, in minutes, for which a Salesforce login session is reused before expiring.
SkipFormulaFieldsSpecifies whether formula fields should be excluded when listing columns for Salesforce objects.
SkipPickListTranslationSpecifies a comma-separated list of columns for which picklist translation should be skipped when retrieving data.
SortColumnsSpecifies whether table columns should be sorted alphabetically by name or reported in the order provided by Salesforce.
TimeoutSpecifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
TranslatePickListFieldsSpecifies whether picklist field values should be translated into the language of the currently authenticated Salesforce user.
UseDisplayNamesSpecifies whether to use display names for columns instead of their API names when listing metadata and querying data.
UserDefinedViewsSpecifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.
UseToolingAPISpecifies whether to use the Salesforce Tooling API for retrieving and modifying metadata and development-related objects.

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Build 25.0.9454