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'Incremental Refresh' Option Grayed out in Tableau Cloud & Tableau Desktop 2024.2 for Salesforce Data Refresh Settings
Created
Found in Release
2024.3
Last Updated
Reference ID
W-17772170
Summary
After initially creating an extract for a Salesforce connection in either Tableau Desktop 2024.2 or Tableau Cloud Web Authoring, the "incremental refresh" option is greyed out.
Steps to Reproduce
Tableau Cloud:
1: In Tableau Cloud, create a new published datasource by connecting to a Salesforce instance.
2: Drag a table to canvas.
3: Click Scratchpad to create extract.
4: Publish the datasource.
5: Set schedule on this published datasource.
6: The incremental refresh option is unavailable.
Tableau Desktop 2024.2:
1: In Tableau Desktop, connect to a Salesforce instance.
2: Drag a table to canvas.
3: Click on sheet to create extract.
4: Wait for extract to be finished。
5: Click on top bar menu Data-> (datasourcename) -> Extract
6: Note that there is only an option for Refresh (Full) when an option for Refresh (Incremental) should exist as well.
Workaround
Create and publish Salesforce datasource using Tableau Desktop 2023.2 - 2024.1
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