Power BI Connector for Salesforce

Highlights

• 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.