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Matt_HD's avatar
Matt_HD
Frequent Visitor
6 years ago
Solved

Using Salesforce report as a data source

Hi   Im using (plan to use) a Salesforce report as a data source, what i dont know is that do i need to refresh the report in Salesforce as more transactions happen for data to refresh in my report...
Need Help
  • V-lianl-msft's avatar
    V-lianl-msft
    6 years ago

    Hi Matt_HD ,

     

    After you publish the SalesForce reports to Power BI Service, go to Settings->Datasets and find your dataset, you should find that Power BI Service connect directly to your SalesForce data source, after you edit the credential for your data source, you  are able to schedule the dataset to refresh daily or schedule it to refresh in different date time, but please note the refresh frequency can be up to eight times per day. 

    You need to enter the same credentials in the power Bi service that are used to connect to the salesforce report in the power Bi desktop.

     

    Best Regards,
    Liang
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

metrica's avatar
metrica
Icon for Post Prodigy rankPost Prodigy
4 months ago

Hi Matt_HD,

 

Quick 2026 update for your question and anyone landing here from search:

 

You don't need to manually refresh the Salesforce report itself - Power BI queries the Salesforce Reports API at each refresh, which returns live data from the underlying Salesforce records (not a static snapshot). So as new transactions happen in Salesforce, the next Power BI refresh will pick them up automatically.

 

You control refresh frequency in Power BI: manual refreshes anytime in Desktop, and scheduled refreshes in the Service (Pro license: up to 8 refreshes/day; PPU/Premium: up to 48/day).

 

One thing to keep in mind: the Salesforce Reports API caps each call at 2,000 rows. So if your report grows beyond that, the rest gets silently dropped on each refresh - and your dashboard will look incomplete without any obvious error.

 

If your report stays under 2K rows, the native connector works fine. If you expect it to grow past that, Power BI Connector for Salesforce on AppExchange pulls Salesforce reports without the 2K cap, so your full report comes through on every refresh.

 

Free 30-day trial if you'd like to test it. Details at https://metricasoftware.com/, demo available on request.

 

Cheers,

Metrica Team.