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AnthonyEdmed
Frequent Visitor

Power Query Salesforce Refresh

Hi

 

I have a query that readily pulls data from Salesforce Task object directly into Excel 2010 via Power Query.

 

I need to schedule this to run after midnight and retrieve a previous day's data, which I have attempted in Excel, Data,  Connections, Properties, Refresh every x minutes.

This runs perfectly if I refresh every 10 minutes (overkill for a file that only needs to refresh daily!), but anything over 15 minute interval fails, returning a 'User not authorised' error, which I presume is a result of Saleforce disconnecting me due to inactivity. I have selected 'Remember me'  in my PQ login.

 

Any suggestions?

 

4 REPLIES 4
ReportMaster
Post Patron
Post Patron

Hi @AnthonyEdmed were you able to find a solution? As a workaround, maybe you can try pulling your data directly from SF objects API through an external connector instead of using excel in the middle. 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:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

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. 

 

SELECT_DESTINATION_NEW.png

v-sihou-msft
Microsoft Employee
Microsoft Employee

@AnthonyEdmed

 

I suggest you add timeout in your underlying M query. Go to Advanced Editor, and "[Timeout=#duration(0, 0, 30, 0)]" in your query string. Please refer to links below:

 

https://community.powerbi.com/t5/Desktop/Query-Timeout-on-update/td-p/53459

 

https://www.pbiug.com/pbiug/communities/community-home/digestviewer/viewthread?GroupId=133&MID=1468&...

 

Regards,

Thanks for the suggestion, unfortunately this doesn't appear to work with Salesforce objects:

 

PQ SF timeout error.PNG

 

Just for clarity, my query isn't timing out due to the time taken to pull back data from Salesforce (that works quickly) - it's the refresh that causes the issue. Not sure whether this timeout statement would resolve that?

Did you resolve this - I have exactly the same issue

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