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 Jonathan,
Quick context for anyone landing here from search: Salesforce doesn't need a gateway - it's a cloud source, while on-premises Data Gateway is designed for on-prem sources (SQL Server, file shares, etc.). For Salesforce auth, go to Settings → Datasets → [your dataset] → Edit credentials in Power BI Service. No gateway involved.
If you'd prefer to manage Salesforce auth via your own Connected App on the Salesforce side rather than through Service credentials, Power BI Connector for Salesforce on AppExchange is one alternative:
Why it might fit:
- Auth configured on Salesforce side via your own Connected App
- No 2,000-row limit on reports
- Supports custom fields, custom objects, and joined reports
- 30-day free trial
- Setup docs: https://metricasoftware.com/docs/salesforce/
- Responsive support if you get stuck: https://metricasoftware.com/docs/salesforce/contact-support/
Happy to set up a quick demo if it'd help. Just reach out via the support link.
Cheers,
Metrica Team.