Forum Discussion
Salesforce Report PowerBI Web Update Salesforce Report
Since SalesForce is a cloud source, when you open live connection to this source, we can't manually refresh the dataset on demand. We can only configure the schedule cache refresh with smaller interval.
For more details, please refer to: Data refresh in Power BI
Another workaround is including an on-premise data source in your report. Then you can install a personal gateway to refresh the entire dataset.
Regards,
Hi Simon
I think you are misunderstanding my problem. If I connect to a report, it refreshes on demand, as well as scheduled.
That is not the problem.
If I add a new column to the salesforce report, it does not update to my PowerBI datasource, also, the dataset no longer refreshes on demand or on schedule. It shows the triangle with the ! in the middle next to it, indicating an error.
The only way I found to remedy this is to connect a new dataset to the changed report.
Problem is that then the dashboard/s and report/s cannot be pointed to the new connection?!
The reports and dashboards need to be rebuilt from scratch, using the new dataset as reference.
I'd like to update the dataset and keep using the existing dashboards and reports
Hi Smintee 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. 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.
