Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Salesforce Report Automatic Refresh to Power BI Desktop and Power BI Service

Has anyone figured out how to set daily or half daily refresh from Salesforce Report to Power BI Desktop/Service.

I have this issue when Salesforce Report is being updated, it does not automatically captured on Power BI Service.

I will have to manually refresh it daily or half daily.

 

I am fine with any quickest and simplest solution, either a auto-refresh from Salesforce side or from Power BI side.

 

Hope to hear from anyone soon! 

 

Thank You :)

  • Anonymous's avatar
    Anonymous
    8 years ago

    Anonymous,

    What credential do you use to connect to Salesforce report in Power BI Desktop? Just enter same credential in Power BI Service after you upload PBIX file.

    Regards,
    Lydia

10 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    Anonymous,

    Are you able to set schedule refresh for your salesforce dataset in Power BI Service?


    Regards,
    Lydia 

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Hi Lydia,

       

      Here is the issue I am facing.

       

      *Your data source can't be refreshed because the credentials are invalid. Please update your credentials and try again.

       

      My dataset is imported as "Salesforce Report" and refresh set up is is gray outed. 

       

      Regards

      Winson

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        Anonymous,

        I get error 400 when entering salesforce credential under Data source credentials, and this issue has been reported internally.

        Do you get same error code?

        Regards,

        Lydia

  • metrica's avatar
    metrica
    Post Prodigy
    1 month ago

    Hi there,

     

    Power BI Desktop does not run unattended scheduled refreshes. Publish the PBIX to Power BI Service, configure the data source credentials, and enable scheduled refresh for the semantic model.

     

    Power BI Connector for Salesforce also supports scheduled refresh through its token-based OData connection. If the token expires or is revoked, it must be replaced in Power BI.

     

    AppExchange and 30-day free trial: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    Docs and support:
    https://metricasoftware.com/docs/salesforce/
    https://metricasoftware.com/docs/salesforce/contact-support/

     

    Cheers,
    Metrica Team