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kaym513 Frequent Visitor
Frequent Visitor

Salesforce Report Connection

Hi all,

 

I have a report in Salesforce that I refresh at 4pm, download and save to my computer each day.  The current source is linked to the folder I save the report to each day and my dataset is set to refresh at 5am each morning. 

 

My question is - if you connect directly to a salesforce report and your dataset is scheduled to refresh daily, does it automatically refresh the salesforce report at the time of the scheduled pbi refresh or pull it without refreshing?  

I do not want the salesforce report to fresh at 5am with the dataset, I want it to pull the report as is (when it refreshed the day before at 4pm).  We need to pull it at a specific time due to inventory reasons.  I want to elimate the manual work of refreshing, downloading and saving each day.  Thanks!

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Salesforce Report Connection

hi, @kaym513 

The refresh in power bi is just refreshing the dataset of power bi report,

it won't refresh the salesforce report.

 

Best Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
1 REPLY 1
Community Support Team
Community Support Team

Re: Salesforce Report Connection

hi, @kaym513 

The refresh in power bi is just refreshing the dataset of power bi report,

it won't refresh the salesforce report.

 

Best Regards,

Lin

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