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Anonymous
Not applicable

Refresh is possible in Salesforce?

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.

 

suhank007_0-1611669351442.jpeg

 

 

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?

 

suhank007_1-1611669351453.jpeg

 

 

suhank007_2-1611669351465.jpeg

 

 

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:

 

 

suhank007_3-1611669351471.jpeg

 

 

Oracle connection:

 

suhank007_4-1611669351477.jpeg

 

 

Thanks again for your time,

Regards

1 ACCEPTED SOLUTION
v-deddai1-msft
Community Support
Community Support

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

View solution in original post

1 REPLY 1
v-deddai1-msft
Community Support
Community Support

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

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