Forum Discussion
Connecting to Salesforce data using On-Premise Gateway
Would like to know if an On-Premise gateway can be configured to connect to Salesforce and allow auto refreshes of data.
Thanks!
Hi Anonymous,
If your dataset only contains SalesForce data source, no gateway is required, you should find that Power BI Service connect directly to your SalesForce data source, after you edit the credential for your data source, you are able to schedule the dataset to refresh daily or schedule it to refresh in different date time.
However, if your combine Salesforce data source and on-premises data sources in a single dataset, I don’t find an option for Salesforce data source under on-premises gateway, to refresh the dataset, please install Power BI personal gateway and enter credentials for each data source after configuring personal gateway.
There is a similar thread for your reference.
http://community.powerbi.com/t5/Service/Salesforce-Refresh/m-p/131128#M19841Thanks,
Lydia Zhang
5 Replies
Hi Anonymous,
If your dataset only contains SalesForce data source, no gateway is required, you should find that Power BI Service connect directly to your SalesForce data source, after you edit the credential for your data source, you are able to schedule the dataset to refresh daily or schedule it to refresh in different date time.
However, if your combine Salesforce data source and on-premises data sources in a single dataset, I don’t find an option for Salesforce data source under on-premises gateway, to refresh the dataset, please install Power BI personal gateway and enter credentials for each data source after configuring personal gateway.
There is a similar thread for your reference.
http://community.powerbi.com/t5/Service/Salesforce-Refresh/m-p/131128#M19841Thanks,
Lydia ZhangA Salesforce-only model does not require an on-premises gateway. If Salesforce is merged with local data in one Power Query query, enable cloud sources through the standard gateway.
Power BI Connector for Salesforce is also a cloud OData source and does not require a gateway by itself.
AppExchange and 30-day trial:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577
