Forum Discussion
Salesforce Refresh
Hi PaulCo,
You combine online data source(Salesforce) and on-premises data sources(Excel file) in a single dataset, please install Power BI personal gateway and enter credentials for each data source after configuring personal gateway in your dataset following guide in the article below, this way, you will be able to set schedule refresh for this dataset.
https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-4-6-install-configure-personal-gateway/
Thanks,
Lydia Zhang
Hi PaulCo,
After you publish the SalesForce reports to Power BI Service, go to Settings->Datasets and find your dataset, you should find that Power BI Service connect directly to your SalesForce data source, after you edit the credential for your data source, you are able to schedule the dataset to refresh daily or schedule it to refresh in different date time, but please note the refresh frequency can be up to eight times per day. There is a similar example for your reference.
After you schedule refresh for your dataset, you will not need to manually refresh the dataset in Power BI Service. And in Service and mobile app, you are able to view updated data in dashboard each time Power BI automatically refresh the dataset according to the schedule.
Thanks,
Lydia Zhang