Forum Discussion

shanerolle's avatar
shanerolle
Frequent Visitor
6 years ago
Solved

Salesforce Auto-Refresh Issues

Good morning everyone,   I have recently set up a report using Power BI Desktop that pulls information from Salesforce into Power BI. I would like to set the report to auto refresh in the Power BI ...
Need Help
  • v-alq-msft's avatar
    v-alq-msft
    6 years ago

    Hi, shanerolle 

     

    I'd like  to suggest you refer the following requirements and considerarions about Salesforce connector.

    • Connected with a production Salesforce account that has API access enabled

    • Permission granted to the Power BI app during sign in

    • The account has sufficient API calls available to pull and refresh the data

    • A valid authentication token is required for refresh. Salesforce has a limit of five authentication tokens per application so make sure you've five or less Salesforce data sets imported.

    • The Salesforce Reports API has a restriction that supports up to 2,000 rows of data.

     

    For further information, please refer the document .

     

    Best Regards

    Allan

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

v-alq-msft's avatar
v-alq-msft
Community Support
6 years ago

Hi, shanerolle 

 

I'd like  to suggest you refer the following requirements and considerarions about Salesforce connector.

  • Connected with a production Salesforce account that has API access enabled

  • Permission granted to the Power BI app during sign in

  • The account has sufficient API calls available to pull and refresh the data

  • A valid authentication token is required for refresh. Salesforce has a limit of five authentication tokens per application so make sure you've five or less Salesforce data sets imported.

  • The Salesforce Reports API has a restriction that supports up to 2,000 rows of data.

 

For further information, please refer the document .

 

Best Regards

Allan

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • gavin007's avatar
    gavin007
    Helper V
    6 years ago

    I have the exact same issue. Just to clarify. I have

    -PowerBI desktop refresh SF OK. Does PB desktop not require SF API to connect?

    -SF is professional version, which has no API according to my IT guy. 

     

    Can you confirm if it is because PB gateway Service requires API and my SF has no API that is the reason?