To embed a report into Salesforce, we follow this basic authentication flow: Use OAuth 2.0 to authenticate against the Power BI service through Azure AD. Once authenticated, and we have the access and refresh tokens, we make a request for the report through the Power BI JavaScript library.
Full Answer
How to connect Salesforce to Power BI?
A Power BI service account. A Salesforce account. There are multiple methods that can be used to connect Salesforce to Power BI: Power BI’s in-built Salesforce connector conveniently establishes a connection with Salesforce. You can easily set up a data source and use Power BI to visualize your data to perform a fruitful analysis for your business.
Does Power BI work with azure?
Power BI has a multitude of Azure connections available, and the business intelligence solutions you can create with those services are as unique as your business. You can connect as few as one Azure data source, or a handful, then shape and refine your data to build customized reports.
What is the authentication flow from Salesforce to Power BI?
The authentication flow from Salesforce to Power BI is an authorization code flow. For this flow to work, you must register an application in Azure AD. This establishes an identity for your application and specifies permissions to Power BI REST resources.
How can you Expand your business with Microsoft Azure and Power BI?
You can expand as much as you need with Azure and Power BI. Harness multi-source data processing, make use of massive real-time systems, use Stream Analytics and Event Hubs, and coalesce your varied SaaS services into business intelligence reports that give your business an edge.
How do I connect my Power BI to Azure AD?
How to use the Azure AD Content Pack PreviewLog into Power BI with your Power BI Account (same account as your O365 or Azure AD Account)Select Get Data at the bottom of the left navigation pane.In the Services box, select Get.Select Azure Active Directory Activity Logs > Get.More items...
How do I connect Power BI to Salesforce?
Connecting the Platforms Power BI gives users the ability to easily connect with their Salesforce account, so they can retrieve their Salesforce data in Power BI. This can be done by downloading the “Analytics for Salesforce” app and connecting it to your org using your Salesforce credentials.
Does Power BI work with Azure?
Power BI has a multitude of Azure connections available, and the business intelligence solutions you can create with those services are as unique as your business. You can connect as few as one Azure data source, or a handful, then shape and refine your data to build customized reports.
How do I display Power BI dashboard in Salesforce?
Embedding Power BI reports using a Visualforce pageFrom the homepage, navigate to Setup.On the left-hand side, expand the Develop tab.Click on Visualforce pages.Click New and copy and paste the code from the ReportPage file.Add your report id in the embedConfiguration object.
What is a Salesforce connector?
Salesforce connector is Gainsight's premium tool which enables Salesforce Customer Relationship Management (CRM) users to connect to Gainsight. Once Salesforce CRM is connected with Gainsight, users can sync their SFDC data with Gainsight. You can sync data from any SFDC object to Gainsight Standard or Custom objects.
How would you schedule the dashboard to auto refresh in Salesforce?
For email applications that don't support HTML, the email includes text and a link to the dashboard.On the Dashboards tab, select a dashboard using the View Dashboard field.Click Refresh and choose Schedule Refresh. ... Select notification settings. ... Schedule the refresh. ... Click Save.
What is Salesforce analytics?
Salesforce Wave Analytics, also called Analytics Cloud, is a business intelligence (BI) platform from Salesforce.com that is optimized for mobile access and data visualization. The Wave mobile app allows users to work with large data files and create graphs, charts and other pictorial representations of data from them.
What is Tableau Salesforce?
Tableau can help you fully leverage your rich customer data by providing analytics for everyone in your organization. Use Tableau to blend Salesforce data from across the Customer 360 platform with your other business data for increased visibility and a deeper understanding of your customers.
How to connect Salesforce to PowerBI?
There are multiple methods that can be used to connect Salesforce to Power BI: Method 1: Using Power BI’s in-built connector. Method 2: Using Salesforce APIs to connect Salesforce to Power BI.
How to use PowerBI?
You can easily set up a data source and use Power BI to visualize your data to perform a fruitful analysis for your business. This can be implemented using the following steps: Step 1: Configuring Power BI. Step 2: Configuring the data source.
What is Salesforce contact management?
Contact Management: Salesforce offers smooth contact-management by providing access to critical customer data and interaction history. It provides great insights on how to use customer data to get a better understanding of their behaviour using various trends and metrics and formulate strategies.
What is PowerBI?
Power BI is a cloud-based business intelligence tool used to analyze and visualize data in real-time. It converts data from multiple sources into interactive dashboards and reports, managing your business needs. It is available in various versions such as a SaaS application, desktop application, and also has a mobile-based version.
What is Salesforce CRM?
Salesforce is a cloud-based CRM tool that helps you maintain and manage your organization’s interactions with its customer base. Salesforce generates a lot of data from managing these interactions. It also offers cloud-based tools such as data analytics, IoT products. These generate data that provide priceless insights about customers and can be extremely useful for the organisation.
Can you import Salesforce data again?
Import is a one time process. So anytime your Salesforce data changes, you will need to import the data again. This can be handled to an extent by using scheduled data imports, however, it doesn’t perform like a real-time connection.
Introduction
Many people use Salesforce to manage their Accounts and keep track of their Opportunities. They often use Power BI to visualize Salesforce data and bring in additional data sources, but that means switching platforms often.
Prerequisites
There are three main prerequisites for embedding a report into Salesforce:
Power BI embedding
The Power BI Embedded and the Power BI service are separate offerings. Power BI Embedded features a consumption-based billing model, is deployed through the Azure portal, and is designed to enable ISVs to embed data visualizations in applications for their customers to use.
Logical flow
To embed a report into Salesforce, we follow this basic authentication flow:
Azure Active Directory registration
The authentication flow from Salesforce to Power BI is an authorization code flow. For this flow to work, you must register an application in Azure AD. This establishes an identity for your application and specifies permissions to Power BI REST resources. To register an application, follow this guide.
Integrating into Salesforce
We described the basic Power BI embedding flow above, but there are several Salesforce components that need to be created to allow report embedding:
Creating the Custom Setting
Like the above blog post, we create a Custom Setting that we then populate with some data.
Apex class
The Salesforce embed for your customers solution uses a service principal, and is built on top of an Apex class named PowerBiEmbedManager.
Lightning Aura
The Salesforce embed for your customers solution contains a Lightning Aura component named powerBiReportAura. When you add an instance of the powerBiReportAura component to a Lightning application page, you must configure it with a specific Power BI Workspace ID and Report ID.
Access the embed for your customers Salesforce developer sample
To embed Power BI content using the embed for your customers Salesforce solution, follow the instructions in the SalesforceAppOwnsDataEmbedding GitHub repository.
Single page application
The Salesforce embed for your organization Salesforce solution uses a simple single page application (SPA), that implements Power BI reports. The solution is built using three essential files:
Client-side libraries
In the Salesforce embed for your organization Salesforce solution, powerbi.js is used to access the Power BI embedded analytics Client APIs.
Access the embed for your organization Salesforce developer sample
To embed Power BI content using the embed for your organization solution, follow the instructions in the SalesforceUserOwnsDataEmbedding GitHub repository.
Azure SQL Database and Power BI
You can start with a straightforward connection to an Azure SQL Database, and create reports to monitor the progress of your business. Using the Power BI Desktop, you can create reports that identify trends and key performance indicators that move your business forward.
Transform, shape, and merge your cloud data
Do you have more complex data, and all sorts of sources? No problem. With Power BI Desktop and Azure services, connections are just a tap of the Get Data dialog away.
Get complex (and ahead) using Azure Services and Power BI
You can expand as much as you need with Azure and Power BI. Harness multi-source data processing, make use of massive real-time systems, use Stream Analytics and Event Hubs, and coalesce your varied SaaS services into business intelligence reports that give your business an edge.
Context insights with Power BI Embedded analytics
Embed stunning, interactive data visualizations in applications, websites, portals, and more, to take advantage of your business data. With Power BI Embedded as a resource in Azure, you can easily embed interactive reports and dashboards, so your users can enjoy consistent, high-fidelity experiences across devices.
Embed your Power BI data within your app
Embed stunning, interactive data visualizations in applications, websites, portals, and more, to showcase your business data in context. Using Power BI Embedded in Azure, you can easily embed interactive reports and dashboards, so your users can enjoy consistent, high-fidelity experiences across devices.
What could you do with Azure and Power BI?
There are all sorts of scenarios where Azure and Power BI can be combined - the possibilities and opportunities are as unique as your business.
Table of Contents
Introduction to Salesforce
Introduction to Power Bi
- Power BI is a cloud-based business intelligence tool used to analyze and visualize data in real-time. It converts data from multiple sources into interactive dashboards and reports, managing your business needs. It is available in various versions such as a SaaS application, desktop application, and also has a mobile-based version. For further information on Power BI, you can c…
Prerequisites
- Working knowledge of Salesforce.
- Working knowledge of Power BI.
- Power BI installed on the host workstation.
- A Power BI service account.
Methods to Connect Salesforce to Power Bi
- There are multiple methods that can be used to connect Salesforce to Power BI: 1. Method 1: Using Power BI’s in-built connector 2. Method 2: Using Salesforce APIs to connect Salesforce to Power BI
Conclusion
- This article introduces you to the various methods that can be used to connect Salesforce to Power BI. It also provides in-depth knowledge about the concepts behind every step to help you understand and implement them efficiently. These methods, however, can be challenging especially for a beginner & this is where Hevo saves the day. Hevo Data, a No-code Data Pipelin…