Forum Discussion

phyten's avatar
phyten
Helper I
9 years ago

Problems Querying Salesforce Objects

I saw that I can connect to salesforce objects via PowerBi Desktop. Now I am trying to get everything going within apps.powerbi.com, I just couldn't find a way to connect to the salesforce objects th...
Need Help
MEclay's avatar
MEclay
Frequent Visitor
9 years ago

Anonymous Yes, you can connect with salesforce objects within power BI DESKTOP.

 phyten is asking if it's possible to connect to salesforce objects via power BI WEB SERVICE.

 

Is the answer just no? I'm in the same predicament, trying to figure out if I can connect, otherwise I would have to refresh my desktop app and then publish the refreshed version to the web every time I want my users to have fresh data. Of course, this is a ridiculous route as of now.

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi MEclay,

 

>>I'm in the same predicament, trying to figure out if I can connect, otherwise I would have to refresh my desktop app and then publish the refreshed version to the web every time I want my users to have fresh data. Of course, this is a ridiculous route as of now.

 

I don't know why you can't refresh data at service side, I can refresh data without any problems, below is the steps:


1. Get data from salesforce objects. (Use product mode, sign in account)
2. Create the visuals and publish this file to web.
3. Find out the dataset of salesforce object.(Settings -> Datasets)

4. Edit data source crestionals. (Use OAuth2 mode, sign in account)

 

Regards,

Xiaoxin Sheng

  • MEclay's avatar
    MEclay
    Frequent Visitor
    9 years ago

    hi Anonymous I've connected my salesforce credentials via those steps. However, the data is still not updating when I refresh dashboard or reports based on the dataset.

     

    I think this is how it's intended to work though - I notice that it looks like the data loaded in Power BI desktop is stored on my desktop (72MB file), therefore a refresh to salesforce isn't re-pulling that data - it's not really doing anything.

     

    I think the refresh only pertains to data that was originally accessed through the Power BI webservice.

     

    Thanks,

    Matt

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      9 years ago

      Hi MEclay,

       

      I think it may related to your network, perhaps you can submit a support ticket.


      Regards,

      Xiaoxin Sheng

      • MEclay's avatar
        MEclay
        Frequent Visitor
        9 years ago

        Anonymous Hi,

        Can you answer the question of whether or not it is possible to connect to Salesforce Objects (Not Salesforce Reports) via the web service?

        And if not, is there a way to refresh a dataset that has been published (from desktop -> webservice) without opening power BI desktop.

         

        These seem like straightforward questions.

         

        Thanks,

        Matt