View Categories

Installation Guide

3 min read

Table of Contents

This guide explains how to install Metrica Power BI Connector for Salesforce and complete the required Salesforce configuration.

1. Install the Package #

Step 1: Open the AppExchange Listing #

Open the Power BI Connector for Salesforce listing on Salesforce AppExchange:

https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

Click Get It Now to start the installation.

Step 2: Choose the Org to Install Into #

Sign in with your Salesforce credentials when prompted. Select the connected Salesforce account for the target org and click Install in Production. This installs the package in the org connected to that account, including Developer Edition orgs.

Step 3: Confirm and Install #

Review the installation details, check I have read and agree to the terms and conditions, and click Confirm and Install.

You’ll then go through the standard Salesforce package installation steps, where you can choose the access level for your org (Install for Admins Only, Install for All Users, or Install for Specific Profiles). Salesforce will email you once the installation is complete.

Once installed, proceed with Salesforce configuration below.

Step 4: Install the Package #

Follow the standard Salesforce installation steps and complete the installation.

Once installed, proceed with Salesforce configuration below.

2. Salesforce Configuration #

To enable the integration, you must configure:

  • A Salesforce Site
  • A Connected App (External Client App)
  • Custom Settings

If your organization already has a Salesforce Site enabled, you can skip site creation — just make sure to grant public access to the class:

metrica_powerbi.OAuthProxy

3. Create a Salesforce Site #

Step 1: Navigate to Sites #

Go to:

Setup → User Interface → Sites and Domains → Sites

Step 2: Create a New Site #

  • Click New
  • Fill in the required fields (you may use any appropriate values)
  • Make sure the Active checkbox is selected
  • Click Save

Step 3: Enable Apex Class Access #

  • Click the site label to open Site Details
  • Click Public Access Settings
  • Scroll to Enabled Apex Class Access
  • Click Edit
  • Add:metrica_powerbi.OAuthProxy
  • Save

3a. Create a Connected App (Standard Path) #

Step 1: Enable Connected Apps #

Go to:

Setup → Apps → External Client Apps → Settings

Enable creating Connected Apps if not already enabled.

 Click New Connected App.

i
If you are not able to enable Connected Apps please follow alternative path.

Step 2: Basic Configuration #

Fill in:

  • Connected App Name – any appropriate name
  • Contact Email – your email address

Step 3: Enable OAuth Settings #

Open the API (Enable OAuth Settings) section.

Check:

  • ✅ Enable OAuth Settings

Callback URL #

Enter:

[Your Site URL]/services/apexrest/metrica_powerbi/OAuthProxy/callback

(Replace [Your Site URL] with the Site URL you copied earlier.)

OAuth Scopes #

Add the following scopes:

  • Manage user data via APIs (api)
  • Perform requests at any time (refresh_token, offline_access)

Required Checkboxes #

Make sure the following are checked:

  • ✅ Enable Authorization Code and Credentials Flow
  • ✅ Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows

All other checkboxes should remain unchecked.

Step 4: Copy the Consumer Key #

After saving:

  • Click Manage Consumer Details
  • Copy the Consumer Key
  • Save it — you will need it for the next step

3b. Alternative Path: External Client App #

Step 1: Create External Client App #

Go to:

Setup → Apps → External Client Apps → External Client App Manager

Click “New External Client App” button

Step 2: Basic Configuration #

Fill in:

  • External Client App Name – any appropriate name
  • Contact Email – your email address

Step 3: Enable OAuth Settings #

Open the API (Enable OAuth Settings) section.

Check:

  • ✅ Enable OAuth Settings

Callback URL #

Enter:

[Your Site URL]/services/apexrest/metrica_powerbi/OAuthProxy/callback

(Replace [Your Site URL] with the Site URL you copied earlier.)

OAuth Scopes #

Add the following scopes:

  • Manage user data via APIs (api)
  • Perform requests at any time (refresh_token, offline_access)

Required Checkboxes #

Make sure the following are checked:

  • ✅ Enable Authorization Code and Credentials Flow
  • ✅ Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows

All other checkboxes should remain unchecked.

Click “Create” button 

Step 4: Copy the Consumer Key #

After saving:

  • Click “Settings” tab and open “OAuth Settings” section
  • Click Consumer Key and Secret
  • Copy the Consumer Key
  • Save it — you will need it for the next step

4. Configure Custom Settings #

Step 1: Open Custom Settings #

Go to:

Setup → Custom Code → Custom Settings

Find Power BI Key and click Manage.

Click New above the Default section.

Step 2: Enter Configuration Details #

Fill in:

Client ID #

Paste the Consumer Key you copied earlier.

Base Site URL #

Paste the Site URL you copied earlier.

Base Salesforce URL #

Paste your Salesforce instance base URL.
(This is usually the same as your site URL but without -sites.)

Example:

https://myinstance.my.salesforce.com

Step 3: Wait for Activation #

After saving the settings:

⏳ Wait approximately 10 minutes.
The Connected App needs time to activate.

5. First Authorization #

Once activation is complete:

1. Open the Power BI Connector application.

2. Click Authorize with Salesforce.

3. Approve the authorization request.

Setup Complete #

You can now:

If you run into issues during activation, wait a few more minutes and try authorizing again.