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Anonymous
Not applicable

Unable to Refresh SalesForce Data Object Via PowerBI Online

I created a visualization in PowerBI Desktop, pulling SalesForce Object data thru the Online Services option. Everything works fine in PowerBI Desktop, I'm able to hit the Refresh button and the SalesForce data is updated. In order to share the data visualization, I created a Workspace in the online PowerBI app and then shared the visualization in that workspace. The visualization is visible via the PowerBI App, but the data is not able to be refreshed. It does not appear to be recognizing the SalesForce Object data source within PowerBI Online. I could always refresh the visualization in the Desktop version, then re-share it to PowerBI Online, but that's an inefficient workaround. Any ideas on how a SalesForce Object can be refreshed from within the online PowerBI app?

3 REPLIES 3
ReportGuru
Helper V
Helper V

Hi, were you able to find a solution? I've used the Salesforce connector but I had some issues refreshing my data too. As a workardound, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics (which doesn't have PBI as a destination, so you first have to export to Google Sheets and then export to PBI) 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:

 

SALESFORCE-1.png

 

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:

 

SALESFORCE-2.png

 

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. 

 

SELECT_DESTINATION_NEW.png

v-lid-msft
Community Support
Community Support

Hi @Anonymous ,

 

How about the result after you follow the suggestions mentioned in my original post?Could you please provide more details about it If it doesn't meet your requirement?


Best regards,

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
v-lid-msft
Community Support
Community Support

Hi @Anonymous ,

 

If you mean use "Get  Data"  - "Salesforce" to import data from Salesforce, then create visual from data, we need to configure scheduled refresh in “Power BI Service" - "Settings" - "Dataset", Please refer to this document about the data refresh in Power BI Service: https://docs.microsoft.com/en-us/power-bi/refresh-data#configure-scheduled-refresh


Best regards,

 

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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