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Joe_Grosskopf
Helper II
Helper II

Salesforce data set update

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?

1 REPLY 1
MAwwad
Solution Sage
Solution Sage

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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