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Salesforce - Microsoft Power BI

This document outlines basic steps to install and configure Power BI with Salesforce.

Usage / Highlights

  • Retrieve User Data from Salesforce
  • Retrieve Reports from Salesforce
  • Read Only Access to Salesforce
  • Connection to Salesforce is made on behalf of User. In other words, Login Session belongs to the User.
  • Power BI utilises Salesforce OAuth security framework to connect to Salesforce
  • Previous version of Power BI used to be Power Query, but not supported for TLS 1.1 or higher, thus could not connect to Salesforce after TLS 1.1 Security upgrade. Find details on Power Query Installation here.


Installation - Power BI Publisher for Excel

Download Link Download Power BI publisher for Excel
Download for Office 64 Bit ( or 32 Bit) as needed.
Close Microsoft Office Application
Double click the installer file named "PowerBIpublisher_[64bit][en-us].msi"

Installation - Power BI Desktop 


Follow the guide as provide on this site - https://powerbi.microsoft.com/en-us/

After Installation is complete, follow below screenshots to connect your Salesforce Account through OAuth.














References


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