How does salesforce refresh token work for power bi


Use OAuth 2.0 to authenticate against the Power BI service through Azure AD. Once authenticated, and we have the access and refresh tokens, we make a request for the report through the Power BI JavaScript library. The library returns the report and renders it in an iframe. When the access token expires, we get a new one using the refresh token.


Why do I need to Refresh my Power BI access token?

The access token has an expiration time, which means that after embedding a Power BI item, the time you have to interact with it is limited. In order to allow your users continuous experience, you need to refresh the access token you are using before it is expired.

How to get refresh token in Salesforce integration?

You get refresh token when you recieve access token. Both access token and refresh token recieved together. In salesforce integration you can not get refresh token alone. And set scope to “offline” also in connected app

What triggers a data refresh in Power BI?

To ensure that the dataset has the most recent data from the data sources, Power BI also triggers a data refresh as part of an on-demand refresh. You can verify this in the Refresh history if you switch to the Scheduled tab.

Can I pull and refresh data from the Salesforce reports API?

The account has sufficient API calls available to pull and refresh the data. A valid authentication token is required for refresh. Salesforce has a limit of five authentication tokens per application so make sure you’ve five or less Salesforce data sets imported. The Salesforce Reports API has a restriction that supports up to 2,000 rows of data.


Can Power BI pull data from Salesforce?

Power BI gives users the ability to easily connect with their Salesforce account, so they can retrieve their Salesforce data in Power BI. This can be done by downloading the “Analytics for Salesforce” app and connecting it to your org using your Salesforce credentials.

Does Power BI integration with Salesforce?

You can embed Power BI report, dashboards and more in Salesforce for your organization or for your customers. By embedding Power BI in Salesforce, your users will have access to Power BI interactive data visualizations that can be connected to all the data sources that are supported by Power BI.

Does Power BI auto refresh?

Automatic page refresh in the Power BI service. You can also set automatic page refresh for reports that have been published to the Power BI service as long as the data source is DirectQuery. Turns page refresh on or off.

How do you refresh Power BI dashboard with new data?

You can perform a one-time, manual refresh in Power BI Desktop by selecting Refresh on the Home ribbon. When you select Refresh here, the data in the file’s model is refreshed with updated data from the original data source.

How do I connect power query to Salesforce?

Connect to Salesforce Objects from Power Query OnlineSelect Salesforce objects from the product-specific data connector list, and then select Connect.If this is the first time you’ve made this connection, select an on-premises data gateway, if needed.Select Sign in to sign in to your Salesforce account.More items…•

How do I use Power Query in Salesforce?

1:423:39Import Salesforce Object into Power BI with Power Query Editor – YouTubeYouTubeStart of suggested clipEnd of suggested clipIt because i want to use the power query editor to do that. So by clicking power query editor. I’mMoreIt because i want to use the power query editor to do that. So by clicking power query editor. I’m able to see that what i’ve got is case records i’ve got 118 columns in this report so the first thing

How do I automatically refresh dashboard in Salesforce?

For email applications that don’t support HTML, the email includes text and a link to the dashboard.On the Dashboards tab, select a dashboard using the View Dashboard field.Click Refresh and choose Schedule Refresh. … Select notification settings. … Schedule the refresh. … Click Save.

Set the access token

setAccessToken can be used to update the access token without reloading the embedded report. It should be used when the token is about to be expired.

Refresh token example

Below is an example of how to refresh your access token before it expires.

What is Power Bi?

Power BI enables you to go from data to insight to action quickly, yet you must make sure the data in your Power BI reports and dashboards is recent. Knowing how to refresh the data is often critical in delivering accurate results.

What is Power Bi Dataset?

A Power BI dataset can operate in one of the following modes to access data from a variety of data sources. For more information, see Storage mode in Power BI Desktop.

How does automatic page refresh work?

Automatic page refresh works at a report page level, and allows report authors to set a refresh interval for visuals in a page that is only active when the page is being consumed. Automatic page refresh is only available for DirectQuery data sources. The minimum refresh interval depends on which type of workspace the report is published in, and the capacity admin settings for Premium workspaces and embedded workspaces.

Why is it important to check refresh history?

Checking the refresh history of your datasets regularly is one of the most important best practices you can adopt to ensure that your reports and dashboards use current data. If you discover issues, address them promptly and follow up with data source owners and gateway administrators if necessary.


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