Salesforce not refreshing

[Dawn0307]

I'm having problems with Salesforce not refreshing when it's within powerBI service, even if we try manually. When we're using desktop it refreshes no problem but then as soon as we publish, it won't refresh. It is giving a credentials error, we've tried everything. Any ideas welcome

[metrica]

Hi @Dawn0307,

Since Desktop refresh still works, I would treat this as a Power BI Service authentication or Salesforce session issue, not as a general Salesforce connector failure.

A few things I would check before rebuilding the reports:

1. Re-enter Salesforce credentials in Power BI Service under the semantic model data source credentials.

2. Check Salesforce Login History for the same user at the time of the failed Service refresh.

3. Confirm the Salesforce user still has API Enabled permission.

4. Ask the Salesforce admin to check Connected App policies for the Power BI OAuth app.

5. Make sure “Lock sessions to the IP address from which they originated” is disabled in Salesforce session settings.

6. If the queries were created a long time ago, check whether the Salesforce API version in Power Query needs to be updated.

7. Make sure the connector is using a supported Salesforce URL, not a Lightning URL.

Because you mentioned that both Salesforce Reports and Salesforce Objects are affected, I would also review whether the Reports-based queries are worth keeping. The native Salesforce Reports connector has the frustrating 2,000-row limit, while Objects-based extraction is usually a better foundation for larger Power BI models.

If the native Service refresh keeps failing, you could test a Salesforce-side connector instead.

Power BI Connector for Salesforce by Metrica Software is available on Salesforce AgentExchange / AppExchange:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

It lets you create prepared Salesforce data sources inside Salesforce, choose the objects and fields, apply filters, and connect Power BI to that controlled source. This can be helpful when the native Power BI Service refresh path keeps failing with Salesforce credentials errors.

There is a 30-day free trial, plus docs and support here:

https://metricasoftware.com/docs/salesforce/
https://metricasoftware.com/docs/salesforce/contact-support/

Happy to show how we would migrate a Salesforce Reports or Objects model to a cleaner refresh setup.

Cheers,
Metrica Team

[ReportMaster]

Hi @Dawn0307 were you able to find a solution? I don't know why you are having such problem but I connect my SF data to PBI using a 3rd party connector and I haven't had any problem so far, even when refreshing my report on Power Service. As a workaround, maybe you can try with that option. 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.

[Anonymous]

Hi @Dawn0307 ,

Need more information, have you configured on-premises data gateway? Can you show the error message to us?

Before you refresh dataset in Power BI Service, make sure you have installed and configured on-premises gateway and added the data source to the gateway.

https://docs.microsoft.com/en-us/data-integration/gateway/service-gateway-install.

https://docs.microsoft.com/en-us/power-bi/service-gateway-data-sources.

https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem-tshoot.

Best Regards,

Jay

Community Support Team _ Jay Wang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Dawn0307]

Hi @Anonymous 

Here's the snapshot, it's doing this for every salesforce refresh.

"The credentials provided for the Salesforce source are invalid. (Source at https://login.salesforce.com/.) Table: Last two years - all sales."

Until end of Jan all of these were working fine and connecting directly to salesforce. We can't add them to our enterprise gateway as the option isn't there to do this as they are a direct connect. When we refresh them on the desktop they work fine, but then as soon as we publish them and try to refresh in Power BI Service they come up with this error. I have tried multiple reports, those using salesforce reports and salesforce objects and none of them will refresh. I have edited credentials and it allows me to set up the refresh, but just won't work due to credentials. This is the same error for all reports. 

Really can't find anything that has changed?

[Anonymous]

Hi @Dawn0307 ,

I'd like suggest you to create a support ticket.

https://powerbi.microsoft.com/en-us/support/pro/

Best Regards,

Jay

Community Support Team _ Jay Wang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.