View Categories

Application Permissions Setup

2 min read

Table of Contents

Power BI Connector for Salesforce uses standard Salesforce permissions to control access.

This means:

  • There are no custom permission systems in the connector
  • Users only see and export data they already have access to in Salesforce

1. Complete Initial Setup #

Before managing user access, make sure the connector is fully configured:

  • Salesforce Site is created
  • Connected App / External Client App is configured
  • OAuth settings are set correctly
  • Custom Settings are configured
  • Initial authorization is completed

👉 This setup is covered step by step in the Installation Guide.

i
See Installation Guide for full setup instructions.

2. Grant Users Access to the Application #

Users must have access to the connector app in Salesforce.

This is managed using standard Salesforce tools:

  • Profiles
  • Permission sets
  • Permission set groups

If a user cannot see or use the connector, check that the app is assigned to them.

i

3. Grant Access to Data (Objects and Fields) #

The connector only shows data that users can access in Salesforce.

Make sure users have:

  • Access to required objects (e.g., Account, Contact, Case)
  • Access to necessary fields (field-level security)

If something is missing in the connector, it is usually due to missing permissions here.

i

4. Assign Permission Sets #

In most organizations, access is managed via permission sets.

Make sure:

  • Permission sets include required objects and fields
  • They are assigned to the correct users

To grant a user the PowerBI Connector Admin or PowerBI Connector User role:

  1. In Setup, go to Users → Users, open the user, and click Edit Assignments in the Permission Set Assignments section
  2. In Available Permission Sets, select PowerBI Connector Admin or PowerBI Connector User
  3. Click Add to move it to Enabled Permission Sets, then click Save
Permission Set Assignments edit screen in Salesforce Setup
Selecting PowerBI Connector Admin in Available Permission Sets
PowerBI Connector Admin moved to Enabled Permission Sets
i

How Permissions Affect the Connector #

  • Users only see objects they can access in Salesforce
  • Fields hidden in Salesforce will not appear in the connector
  • Apps or products not assigned to the user will not be visible
  • No additional configuration is required inside the connector

💡 Summary #

  • The connector fully relies on Salesforce permissions
  • Configure access using profiles or permission sets
  • Missing data is almost always a permission issue
  • No separate permission setup is required in the connector