0

MS Excel (Enterprise for Windows) has a handy tool to get Get Data from Salesforce Objects / Reports (via Power Query).

This works well for me (with Sys Admin permissions), but my colleagues are getting an error during authentication. "We [i.e. Salesforce] do not support this Browser." (MS Excel / Power Query appears to use IE11 for this authentication window, which SF does not support. (Same issue discussed here))

Given I can access this function without this authentication / browser error, I think the core issue here is the permissions required to extract data using this function.

This documentation suggests all it needs is the API Enabled system permission. But my users have that via their Profile & Permission Sets.

So... does anyone know what other Salesforce permissions might be required? I hope not full SysAdmin.

4
  • Hi @steviep, May I know the report which need to export via Power Query has available in private folder or public folder in Salesforce?
    – MohanRaj
    Sep 6, 2021 at 10:30
  • @MohanRaj The reports are in Public Folders, but users typically don't have access to Reports in Public Folders... access is managed via Sharing to Public Groups.
    – StevieP
    Sep 6, 2021 at 15:18
  • Thanks for the answer. It's weird for me too. Following System Permission "View Reports in Public Folders" provide access to the users who need to view reports in public folder. So please give a try the in the above permission also if you time :)
    – MohanRaj
    Sep 6, 2021 at 16:46
  • @MohanRaj My users don't have the View Reports in Public Folders permission, but can access all reports' data via Excel/PowerQuery.
    – StevieP
    Sep 8, 2021 at 7:45

1 Answer 1

0

After much investigation through trial and error, I have discovered the permission required for this to work.

For some reason that I don't really understand, the required permission is.... drumroll...

Manage Users

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.