SalesForce scheduled synch setup returns error

[pauliusmaciulis]

I work with the PowerBI Desktop version and dashboards are published to the web. The SalesForce login works from the PowerBI Desktop version and I can get the reports data from SalesForce. But when the pbix file is published I am unable to update data source credentails for the SalesForce data source in order to setup scheduled SalesForce data synch. Any help would be appriaciated!

I see the following error message: 

The credentials you provided for the data source are invalid. Please ensure the credentials you have provided for all the data sources are valid.

Hide details Activity Id:7a1f96f4-5927-4543-bf99-d383e99977aa

Request Id:tracheae

Status Code:400

Time:Fri Oct 16 2015 17:17:02 GMT-0500 (Central Summer Time)

Version:11.0.9168.320

Cluster US:helps://centraler.analysis.windows.net

Details:The credentials provided for the Salesforce source are invalid. (Source at helps://log.salesforce.com/.)

[Poojara_D12]

Hi @pauliusmaciulis 

This 400 Bad Request credential validation failure happens because while Power BI Desktop uses an interactive, short-lived session cookie to pull your Salesforce data, the Power BI Service requires a continuous backend OAuth2 token exchange to authenticate unattended scheduled refreshes, which can fail due to three common platform restrictions. First, if your company is running Salesforce Professional Edition, API access is completely disabled by default; while the desktop client can awkwardly bypass this limitation during a manual import, the cloud service engine will always throw an invalid credentials error unless your Salesforce administrator explicitly purchases the API Access add-on or upgrades your organization to Enterprise or Unlimited. Second, if your organization does have API access enabled, your Salesforce administrator likely has a Connected App or Security Profile policy active called "Force relogin after Login-AS-User" or an OAuth refresh token policy set to "immediately expire," both of which immediately invalidate the automated cloud handshake; your admin must adjust these token expiration behaviors under Salesforce Security Controls to let external cloud resources maintain an active link. Finally, if those settings are clear, the error could simply be a corrupted token cache matching your login.salesforce.com string, which you can resolve by clearing your global permissions in Power BI Desktop, changing your Salesforce Data Source Privacy Levels to Organizational, republishing the .pbix file, and immediately clicking Edit Credentials on the Service to re-authenticate using the formal OAuth2 interactive pop-up window.

[metrica]

Hi @pauliusmaciulis (and @kwilli who asked about Enterprise being the only option),

To answer the Enterprise question definitively: yes, Salesforce Professional Edition doesn't include API access by default, so scheduled refresh fails regardless of connector. Two options to unblock: upgrade to Enterprise Edition (API included), or purchase the API Access add-on ($25/user/month) for Professional. This is a Salesforce-side limit, not a Power BI bug.

If you're on Enterprise/Unlimited and still hitting "invalid credentials" on scheduled refresh, the most common cause is the Connected App's Refresh Token Policy set to "immediately expire" - interactive Desktop auth works, but server-side refresh in Service can't renew. Fix: Setup → App Manager → Power BI (Connected App) → Manage → Edit Policies → Refresh Token Policy → "Refresh token is valid until revoked".

If those don't resolve it, Power BI Connector for Salesforce on AppExchange runs through its own Connected App with admin-controlled OAuth policy:

Why it might fit:

• Auth lives in your Salesforce org instead of Power BI Service credentials - scheduled refresh stays predictable
• 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.

[jotaandres]

Enterprise version

[wynhopkins]

Ah, OK thanks.   As far as I know it's still not possible to set this up with the more basic licence version

[kwilli]

Did anything happen with this?  Is Enterprise still the only solution?

[wynhopkins]

I haven’t checked for a long time. I just use Power Update to schedule the refresh

[jotaandres]

We were able to solve the situation by resetting the profile of the user we are using to connect from PowerBI to salesforce.

[wynhopkins]

HI @jotaandres,  are you on the API enabled edition of Salesforce, or Enterprise version?  

Thanks

[jotaandres]

Hi,

Any update on this situation? In My case, I cannot connect via PowerBI, getting the error stated on this post, but I cannot connect from PowerBI desktop getting a "Access to the resource is orbiden message". I can login via web with no problem.

This was working fine for like 4 months until last Wednesday and we have not made any changes on the slaesforce side.

Any help would be really appreciated.

Jorge

[ReportGuru]

Hi @jotaandres were you able to find a solution? 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. 

[jcheng]

I had the same problem for the past 4 months. The solution I found is to disable one of SaleForces security setting under the Health Check for Security Controls called “Force relogin after Login-AS-User”.

[wynhopkins]

Thanks @jcheng, unfortunately my setting is already on Disabled for that item.   Do you know what version of Salesforce you are using?

The issue is with this version...

Organization Edition

Professional Edition

[jcheng]

I had the same problem for the past 4 months. The solution I found is to disable one of SaleForces security setting under the Health Check for Security Controls called “Force relogin after Login-AS-User”.

James Cheng

[wynhopkins]

I've just responded to the support desk with another set of screenshots so will keep you posted on the response

[majdkaid22]

Below is the latest respond I've got on my ticket 

Hi Majd,

The latest information that I had received from our product group on this issue is that they believe it is something to do with your SalesForce accounts.  They are looking deeper into this and I do apologize for the inconvenience of how long this is taking for us to get this resolved.

[wynhopkins]

My query is still being investigated

I've provide them screenshots of my Salesforce oAuth connected apps to check that this is not part of the issue

[smahin]

Has anyone received an updated timeline for when this may be resolved?  I am able to manually refresh and publish the reports, but automated refreshing is a great time savings. 

[wynhopkins]

Still being investigated....

[dmoffat]

3 Months !!!!!

How is this possible ? If this WAS working and in production and this failure goes on for 3 months what does Microsoft say about that ? !  That is toally unacceptable to me.

This combined with the refresh issues I am having woth Excel files makes me seriously question whether we all should be using this tech until they get it working.  Makes us all look like fools to have to explain this kind of thing to our clients/bosses.  They just won't understand and shouldn't have to ..

**bleep**

[wynhopkins]

Manual refresh fails - credentials work on Power BI Desktop but not PowerBI.com

Also I can no longer access the SalesForce content Pack