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shanerolle's avatar
shanerolle
Frequent Visitor
6 years ago
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Salesforce Auto-Refresh Issues

Good morning everyone,   I have recently set up a report using Power BI Desktop that pulls information from Salesforce into Power BI. I would like to set the report to auto refresh in the Power BI ...
Need Help
  • v-alq-msft's avatar
    v-alq-msft
    6 years ago

    Hi, shanerolle 

     

    I'd like  to suggest you refer the following requirements and considerarions about Salesforce connector.

    • Connected with a production Salesforce account that has API access enabled

    • Permission granted to the Power BI app during sign in

    • The account has sufficient API calls available to pull and refresh the data

    • A valid authentication token is required for refresh. Salesforce has a limit of five authentication tokens per application so make sure you've five or less Salesforce data sets imported.

    • The Salesforce Reports API has a restriction that supports up to 2,000 rows of data.

     

    For further information, please refer the document .

     

    Best Regards

    Allan

     

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

ReportGuru's avatar
ReportGuru
Icon for Post Patron rankPost Patron
2 years ago

Hi shanerolle were you able to find a solution? I've used the Salesforce connector but I had some issues sometimes. As a workaround, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics (which doesn't have PBI as a destination, so you first have to export to Google Sheets and then export to PBI) 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.