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#Integration81 discussing

We are setting up a WhatsApp Unified Messaging channel in Marketing Cloud Next sandbox environment integrated with Agentforce. Inbound messages from WhatsApp arrive correctly in Salesforce and create a Messaging Session. However, outbound messages never reach the WhatsApp number.

What we have configured so far:

- WhatsApp channel connected via Unified Messaging

- Agentforce Agent configured on the channel

- MessagingConsentV2 connector set to Connected

- MessagingConsentV2 data stream Active

- Consent imported via Marketing Cloud Next consent import screen

- Consent record confirmed in Data Cloud Data Explorer with ConsentStatus = OPT_IN

- Template message approved by Meta

- Test send shows Success in Marketing Cloud Next UI

The message never arrives on the WhatsApp number. We are using the test channel available in sandbox.

Any help is appreciated. Thank you.

#Marketing Cloud #Agentforce #Integration
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Hi all, 

 

I am trying to connect Data Cloud and Microsoft Fabric.  

 

What is your recommendation for the best connector? I Zero Copy an option? 

 

Kind regards 

 

Morten

6 answers
  1. May 23, 6:35 AM

    Hi @Henry Wong — you're right!

    To clarify — that Beta connector is for pulling data from Fabric into Data Cloud, not the other way. Sorry for the confusion!

    There's no native output connector from Data Cloud/CRMA to Fabric yet. The working path right now is Data Stream Export → ADLS Gen2 → OneLake shortcut:

    1. Set up a Data Stream Export in Data Cloud targeting your ADLS Gen2 storage account
    2. Create an OneLake shortcut in your Fabric Lakehouse pointing to that ADLS Gen2 container — this avoids duplicating data
    3. Use Dataflow Gen2 or a Fabric pipeline to load it into Delta tables for querying

    This sidesteps the volume issues you're hitting with the CRMA output connector since you're controlling the export from the Data Cloud side.

    Let me know if you hit any snags on a specific step! 

    https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-microsoftfabric-connector.html

    Microsoft Learn — OneLake shortcut to ADLS Gen2: https://learn.microsoft.com/en-us/fabric/data-factory/connector-azure-data-lake-storage-gen2

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4 answers
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3 answers
  1. Oct 16, 2024, 8:59 PM

    Hi, @Kirill Kirienko, Salesforce might not have rolled out the feature yet. Non of the Orgs I have access to have this feature though it's available from Salesforce's own document and demo videos.

    Hi, , Salesforce might not have rolled out the feature yet. Non of the Orgs I have access to have this feature though it's available from Salesforce's own document and demo videos.

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Hello folks --    We currently use both Salesforce and SharePoint to save and share important client docs.     Biggest challenges facing our teams now:

  • Salesforce files are hard to sort. A client record could have between 10-25 associated with it and we can only sort by name or date uploaded. We've tried naming conventions but user adoption has been tough.
  • Storage limits within Salesforce, storing this stuff there can get pricey.
  • Redundancy, users are hesitant to bounce between systems to upload all these docs. 

  I see there are a number of options on the AppExchange at a variety of features and price points.    

  • If you've used one of these products in the past, how did you like it? 
  • Any gotchas or or surprises you wish you had know about going in?
  • Do you consider the tool a good value when comparing the price vs features?

 

Thanks!    

3 answers
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Jun 30, 2025, 9:41 PM

    Without a doubt, the best and out of the box option is Files Connect: https://help.salesforce.com/s/articleView?id=experience.collab_admin_files_connect.htm&type=5

     

     

    I have experience with this for Google Drive but it works for SharePoint as well!

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My company currently has integrations working through the Boomi platform, but we were able to convince them to switch to Mulesoft.  However, after signing the contract, they spent about 10 months debating whether we should just stick with Boomi, use both (yuck), etc.  As the sole integration developer at the company, I am now trying to migrate, test, and deploy the integrations in Mulesoft.    Onto the problem:  Our ERP system is called QAD (no surprise if you've never heard of it).  They have a plugin called QXtend that uses SOAP to facilitate integrations, and it is supposed to be the easiest, best practice approach.  At the same time, they are intensely particular about structure/formatting of inputs/outputs, and I am very stuck trying to get things working while I have until May 31 to complete the project.    I can provide more details if anybody is confident they can help, but before wasting anybody's time, some context:  - These integrations all exist in Boomi, but Boomi is a partner with QAD, so copying the configuration doesn't seem to work.  - We have worked with technical resources on the Mulesoft side and the QAD side (including support and a third party consulting agency), and nobody has been able to fully understand what isn't working and/or why.  - QAD documentation exists, but it is sparse and rarely helpful (in my opinion).  - There is an alternative REST api that can be used for some of the integrations, but QAD REST APIs require manually handling pagination, and we have yet to get that working.    Bottom line, if anybody has experience integrating with this platform or know someone who has, I would be happy to provide as much detail as needed if they think they can help.    Thanks everyone, and this is my first post, so forgive me if I'm doing this incorrectly.  

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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. The preference is Salesforce products. 

 

Anyone has done something similar could please share some guidance? 

1 answer
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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. 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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A user needs to import salesforce reports directly into Power BI. When he try to access a SF  report from Power BI, Power BI tries to connect with his user credentials and after that is throwing the following error: "OAUTH_APP_ACCESS_DENIED".

 

Is the user  allowed to access SF reports? does he need any licence or any additional Salesforce permission/s?

3 answers
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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. 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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