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Anonymous's avatar
Anonymous
Not applicable
7 years ago

Issue connecting Salesforce to my data gateway

I'm having trouble connecting my SalesForce data to my data gateway.

It has been fine this whole time on Power BI Desktop and there has been no connection issue but now I have just set up a gateway so that I can do it on a scheduled refresh and it's telling me that it can't connect because my credentials are wrong. I have attached a screenshot of the error.

 

I have tried this on both an on-premises gateway and a personal one and have had the same response both times. I know that the credentials are right because I have tried it over and over...

 

Any ideas?

Need Help

3 Replies

  • v-cherch-msft's avatar
    v-cherch-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    7 years ago

    Hi Anonymous 

    I would suggest you restart gateway and try again.If it still persists,you could try to open a support ticket. If you have a Pro account it is free. Go to https://support.powerbi.com. Scroll down and click "CREATE SUPPORT TICKET".

    Regards,

  • CoderZen08's avatar
    CoderZen08
    Icon for Helper V rankHelper V
    2 years ago

    Hi Anonymous  As a workaround, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

     

     

    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:

     

     

    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. 

     

  • metrica's avatar
    metrica
    Icon for Post Prodigy rankPost Prodigy
    2 months ago

    Hi,

     

    Since Salesforce works in Power BI Desktop, I would first check whether the gateway is needed.

     

    Salesforce is a cloud source, so if it is the only source in the model, Power BI Service should usually refresh it through Data source credentials without an on-premises gateway.

     

    I would check:

    1. Whether the model also uses local or on-prem sources.

    2. Salesforce credentials in Power BI Service.

    3. API Enabled permission for the Salesforce user.

    4. That the connection is not using a Lightning URL.

    5. Salesforce session settings, especially “Lock sessions to the IP address from which they originated.”

    If you want to simplify the Salesforce extraction part, Power BI Connector for Salesforce by Metrica Software can help:
    https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    It lets you prepare Salesforce data sources, select objects and fields, apply filters, preview the output, and connect Power BI to a prepared source.

     

    Cheers,
    Metrica Team