Dataflow from saleforce object to warehouse with incremental refresh not working

Hi jigneshpatel,

As we haven’t heard back from you, so just following up to our previous message. I'd like to confirm if you've successfully resolved this issue or if you need further help?

If yes, you are welcome to share your workaround and mark it as a solution so that other users can benefit as well. If you find a reply particularly helpful to you, you can also mark it as a solution.

If you still have any questions or need more support, please feel free to let us know. We are more than happy to continue to help you.
Thank you for your patience and look forward to hearing from you.

Hi jigneshpatel,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution so that other community members can find it easily.

Thank you.

Hi,

reference: Validating Findings on Optimizing Incremental Refresh with Microsoft Fabric 

Last week, I conducted tests and observed that Salesforce objects are incompatible with Gen2 incremental refresh in Microsoft Fabric. If query folding isn't enabled, scheduled refresh times can triple. The issue stems from Salesforce using SOQL rather than standard SQL. A better approach might be setting up a pipeline to handle SOQL efficiently.

I’m also attaching a link to my post. Nono Chen shared some best practice ideas in the discussion, which might provide additional insights.

I hope this helps!

Hi jigneshpatel,
Thanks for reaching out to the Microsoft fabric community forum.

The issue you're facing is related to query folding, which is essential for incremental refresh in Dataflow. Salesforce objects are sometimes problematic when it comes to query folding due to how the Salesforce connector in Power Query often does not support query folding due to API limitations. If the query is not folding, the dataflow cannot use incremental refresh. To check the Query Folding Capability ensure that the query from Salesforce supports query folding. In Power Query, right-click on any step in the query editor and check if the "View Native Query" option is available. If it is not, query folding is not happening.

Here are some links which may be useful in understanding Query Folding :
https://learn.microsoft.com/en-us/power-query/query-folding-examples

https://learn.microsoft.com/en-us/power-bi/transform-model/dataflows/dataflows-understand-optimize-refresh

https://learn.microsoft.com/en-us/fabric/data-factory/dataflow-gen2-incremental-refresh

If this post helps, then please consider Accept it as the solution and give a Kudos to help the other members find it more quickly. If you have any other queries you can reach out to community forum for assistance.

Thank you.

Hi jigneshpatel,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

Hi jigneshpatel,

goldenarm253 is right - native incremental refresh for Salesforce in Fabric Dataflow Gen2 isn't supported because the Salesforce connector doesn't reliably fold the date-range predicates back into SOQL in the Gen2 runtime.

For server-side filtering, Power BI Connector for Salesforce on AppExchange handles the filter configuration through a UI inside Salesforce:

Why it might fit:

• Filter conditions (LastModifiedDate >= LAST_N_DAYS:7, etc.) configured on the Salesforce side - smaller, predictable payloads per refresh
• No 2,000-row limit on reports
• Supports custom fields, custom objects, and joined reports
• 30-day free trial
• Setup docs: https://metricasoftware.com/docs/salesforce/
• Responsive support if you get stuck: https://metricasoftware.com/docs/salesforce/contact-support/

Happy to set up a quick demo if it'd help. Just reach out via the support link.

Cheers,

Metrica Team.