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Anonymous
Not applicable

Salesforce connection refresh from gateway with other sources configured

Hi there,

 

I'm updating a report that currently has multiple sources, such as on-prem files, odbc connectors, and some other items. This report is currently published to a gateway, and is scheduled to refresh from that gateway multiple times a day.

 

I'm adding in Salesforce reporting, using the PowerBI default Salesforce connector. It works great locally, I can refresh and all, but when publishing out to the server I get message "Salesforce cannot be added to gateway". I've read numerous posts on this forum about how to have both web connectors & gateway connections, but don't quite get it. Is this possible? Can I keep my other sources refreshing, while also having a daily refresh from Salesforce?

 

Thanks!!

2 REPLIES 2
ReportBuilder07
Helper III
Helper III

Hi @Ajay346 I don't know if a solution was found for this was found but in case you only have SF as a data source, I think there's no need to use a gateway to keep the report updated. As a workaround, maybe you can try to test your connection with a 3rd party connector. I currently use windsor.ai's SF connector to pull my data and it works great so far. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

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. 

 

SELECT_DESTINATION_NEW.png

Ajay346
Regular Visitor

Hi we're you able to find any solution for it . ?  

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