Refresh is possible in Salesforce?

[Anonymous]

Hi Guys,

Hope you all are doing well.

I have a confusion regarding the refresh feature in the PBI report server.

As I know, As  Power BI Report server has some limitations, schedule refresh is not possible for Salesforce.

Currently I have 2 dashboards:

Pace 9 : where I am using 2 sources: Oracle and Salesforce

Sonia Reports : Where I am using only Salesforce source.

My queries:

For Sonia Report:

1. If dashboard is currently link with Salesforce, am I seeing  the latest data or should we need to refresh it every time manually?

I know it does not support schedule data refresh, so I can’t set the time for it to refresh. But does that mean I am seeing the latest data since it connected to salesforce ?

Pace 9:

For PACE 9 I am using 2 sources : Oracle and salesforce .

For Oracle : I am using the import mode and not direct query as direct query option is not available for Salesforce.

1. In this case, if I need to refresh , do I need to refresh it every time by going to Power BI RS tool, importing the new data and then uploading it into the server ?

Salesforce Connection:

Oracle connection:

Thanks again for your time,

Regards

[v-deddai1-msft · Accepted solution]

Hi @Anonymous ,

It's a limitation currently that set schedule refresh for salesforce, you can go through this article: https://docs.microsoft.com/en-us/power-bi/report-server/scheduled-refresh#when-scheduled-refresh-cant-be-used

Currently you can only refresh it in desktop and reuploading it .

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Best Regards,

Dedmon Dai