How do I add a Salesforce Connection as a data source in corporate gateway?

[Anonymous]

So I have various reports that pull from Salesforce objects. It works great and I'm able to have Power BI refresh on a regular basis through my personal gateway. 

I'm trying to migrate all of my data sources to the corporate gateway, which I understand I need to duplicate my data sources on, which is fine. I'm starting that process now, but I'm unable to find a way to add a Salesforce data source when I'm managing the corporate gateway online. 

I only see these sources:

Is there something I'm overlooking? 

Thanks!

Jonathan 

[ReportGuru]

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. 

[Greg_Deckler]

The Enterprise Gateway is for on-premises resources. Salesforce does not need to be added because it is a cloud-based source so it is updated with the "cloud gateway" (Power BI Service)

[Anonymous]

@Greg_Deckler, 

Thanks for the reply.

So I have two reports. They both have the same files as data sources, with the exception that Report B is connected to a Salesforce object. 

I've been able to switch Report A (without Salesforce) from my personal gateway to the corporate gateway, no problem. But I've been unable to switch Report B to the same, corporate gateway. The only difference is that I have the Salesforce data source in Report B. 

I don't even have the option to switching to the corporate gateway in Report B. 

If the Salesforce connection is "in the cloud" and I don't have to make a specific Salesforce Data Source within the Corporate Gateway itself, I'm stumped as to how I can switch it from my personal gateway to the corporate gateway when all of the other data sources exist.

[Anonymous]

@Greg_Deckler,

Interestingly enough when I modify the report to only include a Salesforce Object as a data source, I get a different Gateway option that says "Connect Directly". 

Now when I add another data source (that both my personal and corporate Gateway has access to), the Gateway options change to only show my personal gateway. I've tried an Excel file and SQL database connection as data sources (that have been able to connect to the corporate gateway before), and I still only have the personal gateway as an option.

It seems as though I cannot have both a Salesforce data source and any other data source, in order for the Corporate Gateway, to be an option which just boggles the mind. 

[Anonymous · Accepted solution]

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

[Anonymous]

I can see that this suggestion has been marked as finished. However, my connection to salesforce cannot be added to the enterprise gateway as below

[Anonymous]

@Anonymous,

Very good. Thanks for the head's up. I've gone ahead and voted for that feature.