Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Salesforce: Failed to update data source credentials

Hi Folks,

 

I have run into a pretty deal breaking issue at the last hurdle of building a fairly big report. The main datasource is Salesforce Objects, I was able to connect and run all perfectly via Power Bi Desktop but now I have finally got to publishing it and setting up the credentials it keeps failing. I have tried through my enterprise gateway and personal gateway with thes exact same result:

 

Failed to update data source credentials

 

Its a corporate instance of Salesforce on a custom domain and as mentioned works pretty much fine in Desktop. Has anyone any ideas why I might be running into this?

 

Its majorly heartbreaking to be at this late stage and run into this issue.

 

Any help welcome.

Need Help

9 Replies

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support
    7 years ago

    Hi Anonymous 

    If instance of Salesforce is online, you don't need to add this data source under any gateway,

    just go to setting->schedule refresh->edit credential,

    before that, be sure "Allow user's cloud data sources to refresh through this gateway cluster " checked.

    If it doesn't help, please provide detailed error information.

     

    Best Regards

    Maggie

     

    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Thanks, I tried this, it will not save the credentials... it seems that its a setting on the instance of Salesforce as I can do it fine with an alternative instance of salesforce...


      It would be better if I COULD push Salesforce through the gateway but it doesnt work that way.

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        I too have run into the same error as the OP.  Nearly the same exact scenario with the same results:

        - Custom Salesforce domain
        - Connceting directly to Salesforce objects
        - When configuring gateway options, click 'edit credentials' for the Salesforce connection
        - Input correct login information, window closes as if the connection was made
        - End up with this error:

        "

        Failed to update data source credentials: Hide details

        Activity ID:06cce81c-aaba-481c-87b4-47b6c8d13af9
        Request ID:3cdf6720-3e6f-1e94-ec31-8224980df5dd
        Status code:400
        Time:Thu May 02 2019 08:14:07 GMT-0400 (Eastern Daylight Time)
        Version:13.0.9264.166
        Cluster URI:https://wabi-us-gov-virginia-redirect.analysis.usgovcloudapi.net

        "

        This too is a deal breaker for mt organization since the bulk of our data is now in Salesforce.  

        At this time I am manually updating our reports in Power BI Service by refreshing and republishing through the Desktop client, but this won't be an effective long term solution.  Is there any workaround to get the scheduled refresh option to work with the Service?

  • ReportGuru's avatar
    ReportGuru
    Post Patron
    2 years ago

    Hi, 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. Then I just set up incremental refresh and my reports updated automatically every day without needing a gateway. 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

    Since another Salesforce org connects successfully, this likely points to an org-level security setting rather than incorrect credentials.

     

    Ask the Salesforce admin to check IP restrictions and “Lock sessions to the IP address from which they originated.” Also confirm that the user has API Enabled permission and that Power BI Service uses the correct supported custom domain, not a Lightning URL. Salesforce is a cloud source and normally does not need to be added as an on-premises gateway source.

     

    Power BI Connector for Salesforce by Metrica Software provides another Salesforce-to-Power BI path:
    https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

    It will not bypass Salesforce security restrictions, but it can simplify extraction with selected objects, fields, filters, preview, and SOQL support.