Forum Discussion
Refresh data from VPN-secured Salesforce
- Anonymous9 years ago
I got a reply from MS support
Credential acquisition and connection test are always happening from the Power BI Service. so there is no currently a workaround on our side.
It’s happen because SF is an online data source, so it will never use the PSW
But even if the data source itself ends up using a gateway, all OAuth in DMTS happens entirely in the cloud.
It seems to be true - PowerBI checks credentials online first.
To workaround, we use some trick with Salesforce DataLoader to export all data into CSV first on the machine connected to VPN and then access that CSV with the gateway.
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 does not even require a gateway in order to refresh the report. You can directly publish your report to the service and then set the refresh without a gateway. 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.