Salesforce.Reports

Accessing Data

Returns a navigation table of reports from a Salesforce account.

Examples on this page use shared sample tables. View them to understand the input data before reading the examples below.

Syntax

Salesforce.Reports(optional loginUrl as nullable text, optional options as nullable record) as table

Parameters

NameTypeRequiredDescription
loginUrltextNoThe Salesforce environment login URL. If not provided, connects to production (https://login.salesforce.com). Use "https://test.salesforce.com" for sandbox environments, or a custom domain URL for My Domain configurations.
optionsrecordNoAn optional record to control the API version and request timeout.

Return Value

table — A navigation table of reports available in the authenticated Salesforce account.

Remarks

Salesforce.Reports connects to a Salesforce account and returns a navigation table of all reports visible to the authenticated user. This allows you to import the results of existing Salesforce reports directly into Power Query without rewriting the report logic in M or SOQL.

Authentication: Like Salesforce.Data, this function uses OAuth 2.0 authentication. Power Query prompts for browser-based sign-in on first connection. The authenticated user's permissions determine which reports are visible and accessible.

Login URL: The loginUrl parameter controls which Salesforce environment to connect to:

  • Production: "https://login.salesforce.com" (default when omitted).
  • Sandbox: "https://test.salesforce.com".
  • Custom domain: "https://mycompany.my.salesforce.com".

Query folding: Salesforce reports do not support query folding in the same way as Salesforce.Data. The report is executed on the Salesforce server as-is (with its built-in filters and groupings), and the full result set is returned to Power Query. Any additional Power Query transformations applied after the report data is retrieved are evaluated locally.

Key options:

  • ApiVersion (number) — the Salesforce API version to use for this query. When not specified, API version 29.0 is used. Specify a higher version to access reports that use features from newer Salesforce releases.
  • Timeout (duration) — maximum time to wait before abandoning a request to the Salesforce server. The default value is source-specific.

Report limitations: Salesforce report results returned through the API are subject to Salesforce's own limits (e.g., maximum 2,000 rows for detailed reports without the Analytics API). For large datasets, consider using Salesforce.Data with direct object queries instead of reports.

Power BI Service: Salesforce Reports supports direct cloud refresh in the Power BI Service without requiring an on-premises data gateway.

Examples

Example 1: Connect to Salesforce reports in production

```powerquery

Salesforce.Reports()

Example 2: Connect to reports in a Salesforce sandbox

```powerquery

Salesforce.Reports("https://test.salesforce.com")

Example 3: Connect with a specific API version

```powerquery

Salesforce.Reports(
    "https://login.salesforce.com",
    [ApiVersion = 58.0]
)

Example 4: Navigate to a specific report by name

```powerquery

let
    Source = Salesforce.Reports("https://login.salesforce.com", [ApiVersion = 58.0]),
    MonthlySales = Source{[Name="Monthly Sales Summary"]}[Data]
in
    MonthlySales

Example 5: Connect using a custom domain with a timeout

```powerquery

Salesforce.Reports(
    "https://mycompany.my.salesforce.com",
    [
        ApiVersion = 58.0,
        Timeout = #duration(0, 0, 3, 0)
    ]
)

Related Functions

Compatibility

✓ Power BI Desktop✓ Power BI Service✓ Excel Desktop✗ Excel Online✓ Dataflows✗ Fabric Notebooks