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Salesforce Refresh
Hi There I've created a dashboard in the Power BI desktop application which imports data from the Salesforce Reports Get Data funtcionality. I am using a trial Pro License. I want to know how to ...
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