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jschlereth Member
Member

How do I add a Salesforce Connection as a data source in corporate gateway?

So I have various reports that pull from Salesforce objects. It works great and I'm able to have Power BI refresh on a regular basis through my personal gateway. 

 

I'm trying to migrate all of my data sources to the corporate gateway, which I understand I need to duplicate my data sources on, which is fine. I'm starting that process now, but I'm unable to find a way to add a Salesforce data source when I'm managing the corporate gateway online. 

 

I only see these sources:

datasource.png

Is there something I'm overlooking? 

Thanks!

Jonathan 

 

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Moderator v-yuezhe-msft
Moderator

Re: How do I add a Salesforce Connection as a data source in corporate gateway?

Hi @jschlereth,

Based on  your description, when you combine on-premises data source and Salesforce data source in a dataset, you are not able to use on-premises gateway to set refresh for the dataset, right? If that is the case, the issue is caused by that on-premises gateway doesn’t work with online data sources, this is a known issue  that has been submitted in the following link and the feature that using on-premises gateway to work with online data sources is under review, , please vote it.

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/13405644-combine-enterprise-gatew...

To work around the issue , please use the personal gateway to schedule refresh for your dataset when combining Salesforce data source and other on-premises data sources.


Thanks,
Lydia Zhang

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

View solution in original post

5 REPLIES 5
Super User
Super User

Re: How do I add a Salesforce Connection as a data source in corporate gateway?

The Enterprise Gateway is for on-premises resources. Salesforce does not need to be added because it is a cloud-based source so it is updated with the "cloud gateway" (Power BI Service)


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jschlereth Member
Member

Re: How do I add a Salesforce Connection as a data source in corporate gateway?

@Greg_Deckler

Thanks for the reply.

 

So I have two reports. They both have the same files as data sources, with the exception that Report B is connected to a Salesforce object. 

 

I've been able to switch Report A (without Salesforce) from my personal gateway to the corporate gateway, no problem. But I've been unable to switch Report B to the same, corporate gateway. The only difference is that I have the Salesforce data source in Report B. 

 

I don't even have the option to switching to the corporate gateway in Report B. 

 

If the Salesforce connection is "in the cloud" and I don't have to make a specific Salesforce Data Source within the Corporate Gateway itself, I'm stumped as to how I can switch it from my personal gateway to the corporate gateway when all of the other data sources exist.

jschlereth Member
Member

Re: How do I add a Salesforce Connection as a data source in corporate gateway?

@Greg_Deckler,

Interestingly enough when I modify the report to only include a Salesforce Object as a data source, I get a different Gateway option that says "Connect Directly". 

 

Now when I add another data source (that both my personal and corporate Gateway has access to), the Gateway options change to only show my personal gateway. I've tried an Excel file and SQL database connection as data sources (that have been able to connect to the corporate gateway before), and I still only have the personal gateway as an option.

 

It seems as though I cannot have both a Salesforce data source and any other data source, in order for the Corporate Gateway, to be an option which just boggles the mind. 

 

 

Moderator v-yuezhe-msft
Moderator

Re: How do I add a Salesforce Connection as a data source in corporate gateway?

Hi @jschlereth,

Based on  your description, when you combine on-premises data source and Salesforce data source in a dataset, you are not able to use on-premises gateway to set refresh for the dataset, right? If that is the case, the issue is caused by that on-premises gateway doesn’t work with online data sources, this is a known issue  that has been submitted in the following link and the feature that using on-premises gateway to work with online data sources is under review, , please vote it.

https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/13405644-combine-enterprise-gatew...

To work around the issue , please use the personal gateway to schedule refresh for your dataset when combining Salesforce data source and other on-premises data sources.


Thanks,
Lydia Zhang

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

View solution in original post

jschlereth Member
Member

Re: How do I add a Salesforce Connection as a data source in corporate gateway?

@v-yuezhe-msft,

Very good. Thanks for the head's up. I've gone ahead and voted for that feature.

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