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Anonymous's avatar
Anonymous
Not applicable
7 years ago

Data source cannot be updated credentials are invalid

Hello there!

I have set up a report on Power BI using data from a Salesforce report.

 

Basically, I get the data from salesforce on power BI desktop, do some data wrangling and visuals then I publish on power bi service and share with coworkers. I have also scheduled updates and since my data is on the Cloud I don´t use Gateway.

However, this past week every morning I enconter this error message:

 

"Last update failed: Thu Apr 11 2019 06:16:55 GMT-0300 (Brasil Standard Time)
It looks like the update token has expired. Go to the settings page for this dataset and reinsert the OAuth2 credentials of the Salesforce data source"

 

and

 

"Your data source can not be updated because the credentials are invalid. Please update your credentials and try again."

But every time this happens, I always update my credentials, log in to my salesforce account using Organizational Level of privacy and I have not changed my password if that was the case.. and yet the problem persists

What should I do? 
Thank you!

3 Replies

  • Hi, were you able to find a solution? I've used the Salesforce connector but I had some issues updating my data too. Maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

     

     

    After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

     

     

    There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

     

  • metrica's avatar
    metrica
    Post Prodigy

    Since re-entering the credentials restores refresh only temporarily, this looks more like an OAuth token persistence issue than an incorrect password. Ask the Salesforce admin to review the Power BI connected app’s refresh-token and IP policies, active OAuth sessions, and “Lock sessions to the IP address from which they originated.” If the token continues to fail daily, open a Microsoft support case, since the thread does not confirm a specific root cause.

     

    Power BI Connector for Salesforce by Metrica Software provides another Salesforce-to-Power BI path:
    https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

    It will not bypass Salesforce security policies, but it can provide an alternative to the native connector setup.