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Full Installation Guide

4 min read

Table of Contents
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This guide covers the fully manual OAuth setup for Power BI Connector for Salesforce. Most organizations should follow Quick Setup instead — it’s significantly shorter and uses a Metrica authorization proxy only during the one-time OAuth handshake. Follow this guide if your security policies require completing OAuth setup entirely within your own Salesforce org, with no third-party services involved at any step. If you haven’t installed the app yet, start with Installation.

1. 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

2. 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

2a. 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.

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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

2b. 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

3. 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.

4. 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.