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jnail923's avatar
jnail923
Frequent Visitor
10 years ago

Sales Force Report - Refresh issue

Hello,    Does modifying a reporting in Sales Force that's currently linked with Datasets/Reports remove the connection?   I added 1 addtioanal column to my Sales Force report, then tried refresh...
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Anonymous's avatar
Anonymous
Not applicable
10 years ago

Hi jnail923,

Generally, modifying a report will not remove the connection with dataset.

Could you please elaborate details about your scenario? Also we need to know the exact error message and if you refresh the Sales Fierce report or dataset in Power BI Service. I will appreciate it if you can post screenshots.

Thanks,
Lydia Zhang

  • jnail923's avatar
    jnail923
    Frequent Visitor
    10 years ago

    The report created in Sales Force had been finalized, and was connected to BI. Reports had been created in BI, but I wanted to pull in one additional field. I modified the report in Sales Force, then saved. 

     

    When I refreshed the Data set in BI to pull in the new field, it populated the following error. 

     

     

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      10 years ago

      Hi jnail923,

      Do you firstly connect to SalesForce report in the latest version of Power BI Desktop, then create report in Desktop and publish it to Power BI Service? If that is the case, when you modify the report in SalesForce, do you successfully refresh data in Power BI Desktop?

       

      Thanks,
      Lydia Zhang

      • jnail923's avatar
        jnail923
        Frequent Visitor
        10 years ago

        I was using the webservice and connecting straight to SalesForce, and that seems to be the issue. I went your route and imported the SalesForce report to the Desktop version and published to BI. I modified my SF report, then refreshed using the desktop version and it flowed through. Thanks!

         

        Why does the online version not allow you to refresh if a report if it's been altereted in Sales Force?

         

        My new issue is that the desktop version isn't populating certain fields and it's limited to 2000 rows. 

         

        It won't import Opportunity Amount and List Price into the desktop. Not having that issue if connecting with web version. 

         

        I posted screen shot below of "Opportunity Amount" and "Total List Price" coming up as record, and then not appearing when I import the data. You will see the data set to left doesn't have those fields. 

         

        Thanks!

         

    • ReportGuru's avatar
      ReportGuru
      Post Patron
      1 year ago

      Hi jnail923 were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector, which pulls data directly from the SF objects API. 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.