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pauliusmaciulis
New Member

SalesForce scheduled synch setup returns error

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/.)

43 REPLIES 43
jotaandres
Helper I
Helper I

Enterprise version

wynhopkins
Most Valuable Professional
Most Valuable Professional

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

MVP | Author of Power BI for the Excel Analyst | Speaker | Power BI & Excel Developer & Instructor | YouTube- 5 million views | Fan of Power Query & XLOOKUP | Purpose: Making life easier for people through applying and sharing knowledge.

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

wynhopkins
Most Valuable Professional
Most Valuable Professional

I haven’t checked for a long time. I just use Power Update to schedule the refresh
MVP | Author of Power BI for the Excel Analyst | Speaker | Power BI & Excel Developer & Instructor | YouTube- 5 million views | Fan of Power Query & XLOOKUP | Purpose: Making life easier for people through applying and sharing knowledge.
jotaandres
Helper I
Helper I

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

wynhopkins
Most Valuable Professional
Most Valuable Professional

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

Thanks

MVP | Author of Power BI for the Excel Analyst | Speaker | Power BI & Excel Developer & Instructor | YouTube- 5 million views | Fan of Power Query & XLOOKUP | Purpose: Making life easier for people through applying and sharing knowledge.
jotaandres
Helper I
Helper I

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

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:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

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. 

 

SELECT_DESTINATION_NEW.png

jcheng
Frequent Visitor

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
Most Valuable Professional
Most Valuable Professional

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 EditionProfessional Edition
MVP | Author of Power BI for the Excel Analyst | Speaker | Power BI & Excel Developer & Instructor | YouTube- 5 million views | Fan of Power Query & XLOOKUP | Purpose: Making life easier for people through applying and sharing knowledge.
jcheng
Frequent Visitor

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
Most Valuable Professional
Most Valuable Professional

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

MVP | Author of Power BI for the Excel Analyst | Speaker | Power BI & Excel Developer & Instructor | YouTube- 5 million views | Fan of Power Query & XLOOKUP | Purpose: Making life easier for people through applying and sharing knowledge.

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
Most Valuable Professional
Most Valuable Professional

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

MVP | Author of Power BI for the Excel Analyst | Speaker | Power BI & Excel Developer & Instructor | YouTube- 5 million views | Fan of Power Query & XLOOKUP | Purpose: Making life easier for people through applying and sharing knowledge.

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
Most Valuable Professional
Most Valuable Professional

Still being investigated....Man Frustrated

MVP | Author of Power BI for the Excel Analyst | Speaker | Power BI & Excel Developer & Instructor | YouTube- 5 million views | Fan of Power Query & XLOOKUP | Purpose: Making life easier for people through applying and sharing knowledge.
dmoffat
Advocate II
Advocate II

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
Most Valuable Professional
Most Valuable Professional

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

 

 

Salesforce Issue.PNG

Also I can no longer access the SalesForce content Pack

 

MVP | Author of Power BI for the Excel Analyst | Speaker | Power BI & Excel Developer & Instructor | YouTube- 5 million views | Fan of Power Query & XLOOKUP | Purpose: Making life easier for people through applying and sharing knowledge.
oristides
Helper I
Helper I

Hello Friends!!

 

I got it

 

The problem is because your Salesfroce edition. I used to have salesfroce professional editions but you must have an edition thats allows API integrations, like Enterprise edition. Now I upgraded to Salesfroce enterprise edition(expensiver edition) and as you can se and theres is no X saying something about credentials.

 

i got nuts with this but finnally I solved. Now 

 

Capturar.PNG

 

 

This should not have anything to do with the edition of Salesforce you are using.

 

I'd suggest that everyone experiencing this issue move to the latest version of the Power BI Deskop. There was a fix last month that had to do with salesforce connectivity. Let us know if you are still experiencing issues after downloading the latest Desktop release.

 

https://powerbi.microsoft.com/en-us/desktop/

 

Faisal Mohamood

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