Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

July 7 - July 17 | Round 2 of the Power BI Dataviz World Championships. Don't miss your chance! Learn more

Reply
leahschneider
Helper III
Helper III

Salesforce Refresh

I have a Salesforce object report in Power BI Report Server.  Currently I get this message when I try to configure refresh "This data source does not currently support scheduled data refresh."  That's not entirely helpful and I'd like to know why it doesn't support scheduled refresh, if there are any plans for it in the future and if anyone has any workarounds.  Currently I'm refreshing every day myself in desktop and reuploading it but that's not a good solution.

 

Thanks.

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

Hi @leahschneider,

 

It's a limitation currently, you can go through this article: https://docs.microsoft.com/en-us/power-bi/report-server/scheduled-refresh#when-scheduled-refresh-can...

 

  • If data source can be connected using only OAuth (e.g. Facebook, Google Analytics, Salesforce, etc.), then cache refresh plan cannot be created. At the moment, RS does not support OAuth authentication for any data source whether it is for paginated, mobile or Power BI reports.

 

You can submit your feedback in Ideas forum: https://ideas.powerbi.com/forums/265200-power-bi-ideas

 

Best Regards,
Qiuyun Yu 

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

View solution in original post

4 REPLIES 4
MaxNovak
Resolver I
Resolver I

Hi @leahschneider ,

 

I am very interested if You were able to set up a scheduled refresh or have you found a workaround for this problem?. We are currently refreshing the dataset by saving data on the Excel file and setting Task Scheduler and PowerShell for Refresh and also Scheduled Refresh in Power BI RS, but this isn't an ideal solution because of the often prompts for Credentials. 

 

Thank you in advance

@MaxNovak 

I have since moved totally off report server and am now in the cloud so I'm not sure if this works.  What I did was add a random database object (usually a small table for speed reasons) to the sources and that would work.

Power BI Service uses the gateway to refresh SalesForce data and PBI Report Server doesn't have that possibility so we have to think of a solution via some other resource. 

 

You @leahschneider , are better off on the Service. 

 

If anyone has a solution for scheduled data refresh or knows when can we expect it in PBI Report Server in the future, feel free to replay. 

v-qiuyu-msft
Community Support
Community Support

Hi @leahschneider,

 

It's a limitation currently, you can go through this article: https://docs.microsoft.com/en-us/power-bi/report-server/scheduled-refresh#when-scheduled-refresh-can...

 

  • If data source can be connected using only OAuth (e.g. Facebook, Google Analytics, Salesforce, etc.), then cache refresh plan cannot be created. At the moment, RS does not support OAuth authentication for any data source whether it is for paginated, mobile or Power BI reports.

 

You can submit your feedback in Ideas forum: https://ideas.powerbi.com/forums/265200-power-bi-ideas

 

Best Regards,
Qiuyun Yu 

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

Helpful resources

Announcements
FabCon and SQLCon Barcelona 2026

FabCon & SQLCon – Barcelona 2026

Join us in Barcelona for FabCon and SQLCon, the Fabric, Power BI, SQL, and AI community event. Save €200 with code FABCMTY200.

July Power BI Update Carousel

Power BI Monthly Update - July 2026

Check out the July 2026 Power BI update to learn about new features.

60 days of Data Days Carousel

Data Days 2026

Join Data Days 2026: 60 days of free live/on-demand sessions, challenges, study groups, and certification opportunities.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.