Forum Discussion
Sales Force Report - Refresh issue
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.
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.