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Anonymous's avatar
Anonymous
Not applicable
7 years ago

Schedule Refresh Error on Salesforce Table - Expanded Columns

I am linking to one Salesforce object, and within that object I have two columns that need to be expanded to pull one field each. All working well using Power BI desktop and manual refreshes in the a...
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metrica's avatar
metrica
Icon for Post Prodigy rankPost Prodigy
2 months ago

Hello,

 

This looks like a Salesforce relationship expansion issue, not a credentials issue.

 

Desktop refresh works, but Power BI Service fails after publishing on expanded columns such as RecordType.Name or Owner.Name. That suggests the Service may be handling Salesforce navigation properties differently from Desktop.

 

A safer pattern is:

  1. Load Opportunity with needed fields only, including RecordTypeId and OwnerId.

  2. Load RecordType and User as separate Salesforce object queries.

  3. Keep only key and name fields in those lookup tables.

  4. Merge by key in Power Query or create relationships in the Power BI model.

  5. Republish and test Service refresh again.

This avoids relying on expanded Salesforce navigation columns created through CreateNavigationProperties=true.

 

If you want to prepare a cleaner Salesforce dataset before Power BI import, Power BI Connector for Salesforce by Metrica Software can help: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

 

It lets you select Salesforce objects and fields, apply filters, preview the output, and use SOQL mode when needed.

 

Docs and support:
https://metricasoftware.com/docs/salesforce/
https://metricasoftware.com/docs/salesforce/contact-support/

 

Cheers,
Metrica Team