Hello all,
I am using Power BI to pull from "SalesForce Objects" folder when I "Get Data". The issue I am having is I want to pull two items "Account" and "Transaction", but there doesn't appear to be a field I can use to build a "Relationship". In other words, how would I map any Transaction to a particular Account without a field that matches both tables?
For the short term, I know I can build a report that provides the data to give a breakdown of transactions that are linked to an account, but if we ever scale to doing over 2k transactions, then that report will not help in the long run.
Any help would be appreciated. Thank you in advance!
Sincerely,
Vj