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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

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.
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.
Each data source is imported into Power BI through a Power Query connection, authenticated with a personal access token generated in Salesforce. Tokens are owned by the individual user, so every export is authenticated and traceable to a specific person.
Every action is logged and auditable — data source changes, export runs, and access token activity are all tracked with who did what and when. This gives enterprises a complete audit trail for compliance reviews or investigating an issue.
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 • 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.