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Power BI Connector for Salesforce

No-code Salesforce to Power BI integration. Connect Salesforce to Power BI.

Overview

An enterprise-grade connector that securely exports Salesforce data into Microsoft Power BI for real-time reporting, with two-way support so you can embed Power BI reports in Salesforce. Book a DEMO: https://calendly.com/demo-metricasoftware/45min

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See How Power BI Connector for Salesforce Works

  • Most Salesforce to Power BI integration options cap row exports or require complex ETL pipelines. This connector is installed directly into your Salesforce org and managed entirely within it, with no row limits, no infrastructure, and no external tools.

  • Export standard and custom Salesforce objects, custom apps, installed packages, and historical trending data, plus existing Salesforce reports and joined reports, preserving their logic and structure without rebuilding queries from scratch.

  • Create unlimited data sources for different teams, reports, or use cases with no system limits. Each one is an independent configuration that can be shared, updated, or extended without affecting others.

  • Get started faster with ready-made Power BI dashboard templates for sales pipeline, forecasting, win/loss analysis, leads, cases, and accounts. Generate a data source in one click, download a template, and open a ready-to-use report in Power BI.

  • Scope and filter Salesforce data before it ever reaches Power BI, using visual filters by date, owner, status, or any field, or SOQL mode for advanced query logic. Reduces data volume and keeps models clean.

  • Protect Salesforce data and stay audit-ready with personal access tokens that tie every Power BI export to an individual user. Detailed logs track data source changes, exports, and token activity, making compliance reviews and troubleshooting easier.

  • Supports incremental refresh, so Power BI pulls only new or updated Salesforce records each cycle. This makes frequent refresh cycles practical even for large orgs, enabling near real-time reporting without the cost of reloading everything each time.

  • Built-in interactive Entity Relationship Diagram (ERD) lets you explore object relationships and schema structure before exporting. Export the diagram as PNG, SVG, or PDF for documentation or team sharing.

  • Embed Power BI reports directly into Salesforce and arrange them into dashboards, giving users direct access to the insights without needing to open Power BI. Embed any Power BI report you have access to, bringing other systems' data into Salesforce.

Power BI Connector for Salesforce is a data integration solution that enables organizations to export Salesforce data into Microsoft Power BI for analytics and reporting. The connector provides structured access to Salesforce data and makes it available in Power BI for consistent, repeatable analysis. It is designed to support enterprise Salesforce environments, including complex data models and large data volumes, and to serve ongoing reporting needs rather than one-time analysis. Key capabilities include: • Export of standard and custom Salesforce objects • Support for complex Salesforce data relationships • Ready-made Power BI dashboard templates with one-click data source generation • Scheduled data refresh for PowerBI reports • Designed for large datasets and analytical workloads This solution is intended for organizations that use Salesforce as a core business system and Power BI as their primary analytics platform. It is commonly used by analytics teams, Salesforce administrators, and business leaders who require reliable access to Salesforce data for decision-making.

Categories

Business Needs
Analytics
Dashboards & Reports
Data Visualization
Industries
Horizontal Product
Personas
Data Analyst
Data Professional
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Supported Languages
English