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Application Permissions Setup

2 min read

Table of Contents

Metrica 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.

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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.

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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.

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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
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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