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Joe_Grosskopf
Helper II
Helper II

Salesforce data set update

‎11-28-2022 05:09 AM

I have a report that containsd both datasets from salesforce AND my on prem sql server. I uploaded to powerbi and set the gateway to refresh my sql 3 times a day. There is no setting for salesforce. I hjave been investigating but want to check and see if I understandf correctly. From what I have been reading I appears the salesforce updates when the report is open IF salesforce is the only data set. If you have multiple data sets, you need to refresh manually....am I correct?

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MAwwad
Solution Sage
Solution Sage

‎11-28-2022 05:15 AM

My advice would be to create dataflows for the two different datasources and then set up an automatic refresh on each of them seperately on PowerBI Services

 

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