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, I am using only salesforce and its not refrshing automaticaly. I also created a schedulled refresh and did not work. Any idea what I should be looking into?
thanks!
Hi ariankrakov 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 and works normally when setting the refresh on PBI service. 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.