Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
Hi-
I have a report built thru Power BI desktop which uses data from Smartsheet and Salesforce.
The data from Salesforce querry has a few edits done on it.
The data from Smartsheet updates when I push refresh, data from Salesforce does not.
When trying to update the data, either Power BI desktop or online, I am unable to get the Salesforce data to refresh.
However- I am able to easily access the same Salesforce report as a new source in Power BI.
Any help??
@charles_o,
Please help to verify the following things.
1. What changes do you make in salesforce source? Do you change data or add new field?
2. Do you use the latest version of Power BI Desktop? In Power BI Desktop, do you enable "Include in report refresh" option for salesforce query?
3. Do you enter credential for salesforce under Data source credentials in Power BI Service?
Regards,
Lydia
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.