Forum Discussion
How do I add a Salesforce Connection as a data source in corporate gateway?
Hi Anonymous,
Based on your description, when you combine on-premises data source and Salesforce data source in a dataset, you are not able to use on-premises gateway to set refresh for the dataset, right? If that is the case, the issue is caused by that on-premises gateway doesn’t work with online data sources, this is a known issue that has been submitted in the following link and the feature that using on-premises gateway to work with online data sources is under review, , please vote it.
https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/13405644-combine-enterprise-gateway-and-online-data-sources
To work around the issue , please use the personal gateway to schedule refresh for your dataset when combining Salesforce data source and other on-premises data sources.
Thanks,
Lydia Zhang
Hi, were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector., which pulls data directly from the SF objects API and does not require any gateway to refresh. 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:
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.