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PaulCo Member
Member

Salesforce Refresh

Hi There

 

I've created a dashboard in the Power BI desktop application which imports data from the Salesforce Reports Get Data funtcionality. I am using a trial Pro License. I want to know how to set up an automatic refresh of the report. 

 

I've uploaded the report to Power BI online but so far the only way I see of refreshing the data is to go to the dataset on the Power BI app and clicking refresh.

 

Is there a way for me to set up a daily/hourly refresh of even to see the live data each time I access the dashboard through the application or through the mobile app? 

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator v-yuezhe-msft
Moderator

Re: Salesforce Refresh

Hi @PaulCo,

You combine online data source(Salesforce) and on-premises data sources(Excel file) in a single dataset, please install Power BI personal gateway and enter credentials for each data source after configuring personal gateway in your dataset following guide in the article below, this way, you will be able to set schedule refresh for this dataset.

https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-4-6-install-configure-personal-...

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.
14 REPLIES 14
Moderator v-yuezhe-msft
Moderator

Re: Salesforce Refresh

Hi @PaulCo,

After you publish the SalesForce reports to Power BI Service, go to Settings->Datasets and find your dataset, you should find that Power BI Service connect directly to your SalesForce data source, after you edit the credential for your data source, you  are able to schedule the dataset to refresh daily or schedule it to refresh in different date time, but please note the refresh frequency can be up to eight times per day. There is a similar example for your reference.
1.PNG


After you schedule refresh for your dataset, you will not need to manually refresh the dataset in Power BI Service. And in Service and mobile app, you are able to view updated data in dashboard each time Power BI automatically refresh the dataset according to the schedule.

 

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.
PaulCo Member
Member

Re: Salesforce Refresh

The Report that I created was done on the desktop application using the 'Get Data' option and selecting the Salesforce Reports option.

 

When i publish this report and click on it on the Power BI web appliaction I don't have the option to refresh the report. 

 

 

When I use the Get Data option on the Web Application and connect to the Salesforce Reports I do have the option to schedule a refresh but I have already done all of the work in the Desktop application.

 

Do I have to redo all of this work in the new report created on the Power BI website application? 

Moderator v-yuezhe-msft
Moderator

Re: Salesforce Refresh

Hi @PaulCo,

After you publish reports to Power BI Service, could you please post a screenshot about the Settings for your dataset in Power BI Service?

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.
PaulCo Member
Member

Re: Salesforce Refresh

Thanks for your assistance,

 

Report Settings 1.png

 

Here is the screenshot of the reports settings. The Data source Credentials is greyed out. When I go to the settings of the other dataset which I set up on the Power BI website using the SFDC content pack I can schedule a refresh but not for the one I created in the Deesktop application.

 

Thanks

Moderator v-yuezhe-msft
Moderator

Re: Salesforce Refresh

Hi @PaulCo,

Do you combine multiple data sources in your dataset in Power BI Desktop? Could you please post a screenshot of your data sources in Power BI Desktop? You can go to File -> Options and settings ->Data source settings to check data sources for Power BI Desktop.

In addition, you don't have to re-create all reports in Power BI Service. If you combine mutiple data sources in a dataset, make sure the personal gateway is online and  you are able to use the gateway to refresh your dataset.

 



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.
PaulCo Member
Member

Re: Salesforce Refresh

HI Lydia, thanks for your help.

 

Here is my data sources. Currently I only have SFDC and 2 excel spreadsheets which are saved on my desktop.

 

Data Settings.png

 

 

Do I have to setup a gateway before I can feed straight from SFDC to my reports? I have downloaded the application but i have not set up any feeds. 

 

Do you know which data connection I would need to add to allow the used of the excel spreadsheets? 

 

Data Source.png

Moderator v-yuezhe-msft
Moderator

Re: Salesforce Refresh

Hi @PaulCo,

You combine online data source(Salesforce) and on-premises data sources(Excel file) in a single dataset, please install Power BI personal gateway and enter credentials for each data source after configuring personal gateway in your dataset following guide in the article below, this way, you will be able to set schedule refresh for this dataset.

https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-4-6-install-configure-personal-...

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.
PaulCo Member
Member

Re: Salesforce Refresh

Thanks, I managed to get the gateway up and running.

 

Thank you for your help

ariankrakov Frequent Visitor
Frequent Visitor

Re: Salesforce Refresh

hi, I am using only salesforce and its not refrshing automaticaly. I also created a schedulled refresh and did not work. Any idea what I should be looking into? 

thanks!