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Anonymous's avatar
Anonymous
Not applicable
7 years ago

Power BI Gateway: Refresh data from two different salesforce instances

Hi,

 

I have successfully connected to two different salesforce instances within the desktop tool and managed to append this data. Unfortunately when I publish this report to a cloud service workspace one of the instances flags the error: "Failed to update data source credentials"? Is this a limitation with the gateway? Am I on an old version of the gateway? Does the azure IP address need to be added to the white list on both sales force instances?

 

Thanks.

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3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Anonymous,

    Do you use salesforce object or salesforce report connector in Power BI Desktop? When your Power BI report only contain Salesforce data, gateway is not required in Power BI Service. 

    Go to settings in Power BI Service and find your dataset, directly enter your credential under Data source credentials.


    Regards,
    Lydia

  • ReportGuru's avatar
    ReportGuru
    Post Patron
    2 years ago

    Hi, were you able to find a solution? As the other comment mentioned above, there's no need in this case to use a gateway. As a workaround, maybe you can try to test your connection with a 3rd party connector. 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. 

     

  • metrica's avatar
    metrica
    Post Prodigy
    1 month ago

    A gateway is not required if the model contains only Salesforce cloud data.

     

    The key is to connect each Salesforce org through its own My Domain URL, for example:

    https://org1.my.salesforce.com
    https://org2.my.salesforce.com

     

    If both queries use the same Production or login URL, Power BI may treat them as one data source and apply only one set of credentials. After publishing, configure each Salesforce connection separately under Gateway and cloud connections.

     

    Power BI Connector for Salesforce by Metrica Software can also be installed in each org to provide separate Power BI data sources that can be appended: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    Cheers,
    Metrica Team