SalesForce scheduled synch setup returns error

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.