Salesforce Report Connection

[Anonymous]

Hi all,

I have a report in Salesforce that I refresh at 4pm, download and save to my computer each day.  The current source is linked to the folder I save the report to each day and my dataset is set to refresh at 5am each morning. 

My question is - if you connect directly to a salesforce report and your dataset is scheduled to refresh daily, does it automatically refresh the salesforce report at the time of the scheduled pbi refresh or pull it without refreshing?  

I do not want the salesforce report to fresh at 5am with the dataset, I want it to pull the report as is (when it refreshed the day before at 4pm).  We need to pull it at a specific time due to inventory reasons.  I want to elimate the manual work of refreshing, downloading and saving each day.  Thanks!

[v-lili6-msft · Accepted solution]

hi, @Anonymous 

The refresh in power bi is just refreshing the dataset of power bi report,

it won't refresh the salesforce report.

Best Regards,

Lin