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Alex Nelson (Sr. Engineer at TF) asked in #Marketing Cloud
May 15, 3:59 PM
MCC User Permission reduction?

My CRM architect is asking if the MCC User permissions can be reduced. It sounds like this is further complicated by Distributed Marketing. 

 

Has anyone else reduced their MCC user below System Admin without causing problems? 

 

#Marketing Cloud

1 answer
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Andrew Milner asked in #Tableau Server
May 15, 8:59 AM
Tableau Server LDAP connection

I am in the process of setting up Tableau server, but the client has an LDAP identity provider but we cannot connect to this in the configuration step of the Tableau server install as it does not yet exist. Can I continue with the installation past the Identity store selection point if the connection to the identity store is not available. 

 

The main reason they do not yet have this is that it is generally set up as part of the SAML configuration, but this is only done later in the Tableau server environment once the configuration is complete.

 

#Tableau Server

2 answers
  1. Etsuro Tabata (CTC TECHNOLOGY Corporation)
    May 15, 11:02 PM

    @Andrew Milner

     

    Hi, 

    I'll explain how the Identity Store works during installation. 

    According to the installation steps  

    https://help.tableau.com/current/server/en-us/install_config_top.htm

     

    "3.

    Configure Initial Node Settings" is where you configure the Identity Store. If you cannot connect to LDAP at this point, you cannot proceed with an LDAP-based installation. 

     

     Also, note that the Identity Store cannot be changed after installation without a full reinstall, as stated in the official documentation.

    https://help.tableau.com/current/server/en-us/security_auth.htm

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Arbaz Bamboowala asked in Education Hub
May 15, 10:49 PM
Blackbaud Financial Edge Integration

Hi, 

I am trying to connect to financial edge system using MuleSoft and wanted to check anyone has experience with this integration. 

I have come across connectors such as OAuth and SQL Select, but i am not entirely sure about configuration and pipeline. 

 

Anyone has done something similar could please share some guidance? 

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Arbaz Bamboowala asked in * MuleSoft RPA & IDP *
May 15, 10:48 PM
Blackbaud Financial Edge Integration

Hi, 

I am trying to connect to financial edge system using MuleSoft and wanted to check anyone has experience with this integration. 

I have come across connectors such as OAuth and SQL Select, but i am not entirely sure about configuration and pipeline. 

 

Anyone has done something similar could please share some guidance? 

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Arbaz Bamboowala asked in * Salesforce Developers *
May 15, 10:46 PM
Blackbaud Financial Edge Integration

Hi, 

I am trying to connect to financial edge system using MuleSoft and wanted to check anyone has experience with this integration. 

I have come across connectors such as OAuth and SQL Select, but i am not entirely sure about configuration and pipeline. 

 

Anyone has done something similar could please share some guidance? 

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Arbaz Bamboowala asked in * MuleSoft *
May 15, 10:39 PM
BlackBaud Financial Edge Connection

Hi, 

I am trying to connect to financial edge system using MuleSoft and wanted to check anyone has experience with this integration. 

I have come across connectors such as OAuth and SQL Select, but i am not entirely sure about configuration and pipeline. 

 

Anyone has done something similar could please share some guidance? 

 

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Kati Ahopelto (Development Manager at SOK) asked in #Integration
Oct 31, 2024, 12:25 PM
Building connection to SF from Power BI ends in verification error

Hi all, 

Does anyone have an idea on why my attempts to create connection from Power BI to Salesforce Objects ends up in error message "Choose a verification Method - Your verification attempt has timed out. Try again" There is only one button, "start over", no option to choose any verification.. 

 

I have now tried again for a few days :D The Integration User credentials are new & correct, I am able to log into SF with them, have correct permission set etc and in the user log in SF it shows that the attempt to connect from Power BI has been successful! No verification code has been sent to me like when connecting the same way in dev and QA environments. What could be causing this issue, thank you for any advice in advance!

5 answers
  1. Yuliia Maidanova (Metrica Software Inc.)
    May 15, 10:15 PM

    Hi all! Came across this question and wanted to share something that might help.  

     

    There's a

    Power BI Connector for Salesforce

    on AppExchange — it's an alternative to the native Microsoft connector and worth considering if you're hitting walls with it. 

     

    The setup is different from the native one. You generate a token on the Salesforce side and pass it into Power BI as a parameter, which means the browser-based login that keeps timing out for everyone here isn't part of the flow at all. 

     

    What's been more useful long-term, though, is the control over what actually gets exported. You build data sources inside Salesforce — pick the objects, pick the fields, add filters — and that becomes your dataset in Power BI. No size limits, no record caps, and you can spin up as many data sources as you need for different reports or teams. Incremental refresh is supported too, so big datasets aren't being fully reloaded every time.

     

    Free trial on AppExchange if you want to give it a go: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

     

    Happy to answer any questions.

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Srividya M (Developer at Accenture) asked in #Trailhead Challenges
May 13, 8:33 AM
How to resolve the error received when Im trying to "Commit" changes on new Service Agent built?

Was trying to complete the Module : 

Creating a Service Agent with Agentforce Builder and while trying to "Commit" getting below error. Tried to refresh the page multiple times even then it is not working. Kindly assist.How to resolve the error received when Im trying to

 

 

 

#Trailhead Challenges

21 answers
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Lynn Li (Cloudstation) asked in #Integration
Feb 14, 2024, 10:25 PM
SF integration with PowerBI

Hi SF professionals,

 

I'm relatively new to Salesforce and currently working as a Salesforce admin. My client is interested in integrating Salesforce with Power BI. Current situation is, we've encountered an issue with our current Salesforce license, which restricts us to extracting only 2000 rows from Salesforce to Power BI.

 

We're exploring the possibility of purchasing other Salesforce licenses that offer greater flexibility, allowing us to extract more rows beyond the current 2000-row limit. While we're aware of the availability of various third-party apps, my client specifically wants to know the options available directly from Salesforce and compare them.

 

I've reached out to my account executives with this query but never received a response. I'm hoping someone here might be able to provide information on this matter or direct me to where I can find it.

 

Thank you in advance for any assistance you can offer. 

7 answers
  1. Yuliia Maidanova (Metrica Software Inc.)
    May 15, 9:13 PM

    Hi @Lynn Li

    , 

     

    Another option worth considering is the

    Power BI Connector for Salesforce, available on Salesforce AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577 

     

    • It directly solves the 2,000-row limit issue
    • It lets you define data sources (selecting specific objects, fields, and filters) inside Salesforce, then exports them to Power BI via OData
    • The setup is no-code: install the AppExchange app, create a data source, and paste the generated Power Query script into Power BI
    • It supports incremental refresh, handles custom objects and relationships, and respects Salesforce permissions, so access control stays consistent
    • It allows unlimited reusable data sources, which helps when reports need to be run frequently across multiple use cases
    • It's installed directly within your Salesforce org, which keeps things within the Salesforce ecosystem and simplifies security reviewHi , Another option worth considering is the Power BI Connector for Salesforce, available on Salesforce AppExchange: https://appexchange.salesforce.com/appxListingDetail? 

      There's a free trial

       if you want to test it before committing. Hope this helps!
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Anuj Patel (Senior Director, Enterprise Technology at Saronic Technologies) asked in #Partner Community
May 15, 9:06 PM
Looking for an AppExchange Security Review specialist consultant

Looking for an AppExchange Security Review specialist consultant. Have pen-test commissioned, full SR docs drafted, targeting June 9 submission. Need questionnaire support + reviewer liaison. Budget confirmed, need to start this week. DM me. 

 

#Partner Community  #AppExchange Partner  #ISV Partner

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