Excel Power Query fails to connect to salesforce

Copper Contributor

since last week, in Excel, I cannot import data from Salesforce Report.

It fails to login to Salesforce. no error message. Login screen is presented again.

Office365 Enterprise, Excel 2007, win 10

 

I tried with Power BI desktop, it connects well to the reports.

15 Replies

@christophelel same problem for us, though the connection does work in Power BI for some reason. On the SF forums, someone said they had the same issue with Excel 2006 but a colleague who runs Excel 2005 did not have the issue. May or may not be a reason but sharing here in case relevant. 

 

Tried to look at the release notes for Excel 2005>2006 but did not find any obvious reasons.

@iw-prb @christophelel we have the same issue here.  Every time I enter the login details to the oauth screen it clears it down and I am asked to reenter username and password in an infinite loop.  We have lots of reporting from this source so it's a major issue for us operationally.

I have a theory: that little window that pops up for you to log in presents itself to Salesforce as an instance of Internet Explorer 7, and it looks like Salesforce no longer wants to work with IE7. Understandable, but it broke a nice little VBA tool that we had been using. I'm still looking for a solution...

@christophelel FYI, opened support tickets with SF and MS. SF says this is MS' problem. MS says to try rolling Excel back to version 2005. Haven't tested myself but here you go:

 

Please perform the following for installation of version 2005, please also choose the version correctly.
Office Deployment Tool Installation

1. Download the Office Deployment Tool (https://www.microsoft.com/en-us/download/details.aspx?id=49117)
2. Open the downloaded file and extract it to an easily accessible location. i.e. create a folder named ODT in Drive C (C:\ODT)
3. Create Configuration file by going to https://config.office.com select "Create" new configuration file. Sample Below
a. Architecture: 32-bit
b. Office Suites: Office 365 Business
c. Update Channel: Semi-Annual, Latest
d. Languages: Match Operating System
e. Installation: Office Content Delivery Network (CDN)
Note: For options not in sample, no need to make changes on them
4. Click on Export on upper right
5. Check "I accept" then click Export
6. Copy the configuration.xml file downloaded and paste it to C:\ODT and replace existing file if conflict occurs
7. Open Command Prompt with admin rights
8. Change directory to ODT folder by running:
a. Cd C:\ODT
9. Type "setup.exe /download configuration.xml" and hit Enter
10. After download has finished, type "setup.exe /configure configuration.xml" then hit enter and wait for the installation to finish

Hi all,

 

Having the same issue since Monday. So far it is blocking us to continue with some critical business processes that we were managing using this kind of connection.

For your info, we have Office 365 ProPlus version, and Excel is in version 1908 so not pretty sure the solution of downgrading excel fro 2006 to 2005 will work (I hope so).

Hope we get a solution soon.

 

Thanks,

Andriu

Having the same issue here.

 

Seems like an issue where it redirects to a generic salesforce landing page https://c.salesforce.com/login-messages/uk/promos.html  instead of the OAuth2 page! 

Here are some other threads of people having the same issue

Reddit
Salesforce Community
PowerBI Community


Salesforce have also reponded with my last case comment with this:
But this doesn't have any relation to Excel Add-In, right?

 


I have further check on this and found an article you may review regarding the support for Excel Add-In:

https://help.salesforce.com/articleView?id=000313607&type=1&mode=1

I hope this helps in the best manner possible. As much as I want to further assist you, please understand that I could not provide you the assistance you will be needing. I regret that this is beyond the extent of our facility. I do hope you understand that this is out-of-scope for our team.



@noswall You should be able to extend IE support until December 2020 in Session Settings - ours is already enabled

@michelleferrier I've tried to extend IE support in Sandbox, but unfortunately didn't work at all.

 

Just wanted to point your eyes on something:

The address where the login is redirected (https://c.salesforce.com/login-messages/es/promos.html in my case) is the banner you normally see if you go to https://login.salesforce.com.

Would it be possible that the problem is on Salesforce login website?

 

Regards,

Andriu

 

@AndriuUrbina That's what I suggested to Salesforce, but they were adamant its a Microsoft issue!

@AndriuUrbina I noticed this too, I tried changing the domain login (to my organisational one) and it repeatedly reroutes to the Promos URL.

@AndriuUrbina 

 

Same here....since this week not able to login to SF via Excel. Redirected to that Promos page and endless login loop.....

@iw-prb I can confirm the rollback on office does not correct the problem tested on build 365 App for enterprise 0365 version 2007 to 2006  (2005 was unavailable to select.)

 

I also tested build office 2019 ProPlus and rolled back version 1908 to 1808 with the same issue.

 

I also noticed when trying to login with Salesforce in excel that it's trying to load .NET  I tried rolling  .net 4.8  back to 3.5  with no luck. same issue.

 

I have noticed with one device running build 365 App for enterprise 0365 version 2007 that the  Salesforce credentials are saved to the data source setting under getting data this allows me to login in to salesforce with the credentials held in excel.

 

currently looking into were are these credentials saved in excel and how-to manually enter them.  

 

Aaronhfx

 

 

 

 

This is now reported as a Known Issue with Salesforce on the Trailblazer Community.

https://trailblazer.salesforce.com/issues_view?id=a1p4V000001YqEeQAK

 

Please click "This Affects Me" so that this issue can get increased visibility

There is a workaround available:

https://answers.microsoft.com/en-us/msoffice/forum/msoffice_excel-mso_win10-mso_o365b/power-query-ex...

MS support is working on a structural fix. in the meantime a non official workarround that worked for me (to use at your own risk) is:

• For 32-bit versions of Excel running under 32-bit versions of Windows and 64-bit versions of Excel running under 64-bit versions of Windows, the key is 

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Internet Explorer\Main\FeatureControl\FEATURE_BROWSER_EMULATION

• For 32-bit versions of Excel running under 64-bit versions of Windows, the key is 

HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Microsoft\Internet Explorer\Main\FeatureControl\FEATURE_BROWSER_EMULATION

Either way, please create a new DWORD 32bit value under that key with a name of excel.exe and a value of 0x2af8 (or decimal 11000).

It forces excel to use another version of ie.

 

Confirmed that this workaround is working. However, if the user is seeing messages about their password being incorrect or a token is required, you need to add in that users IP into the Network Access in salesforce

https://(DOMAIN).my.salesforce.com/05G

Adding in the Users Token to the login information won't be a successful workaround for the above.