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How to Install Power BI Connector for Salesforce

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Table of Contents

Power BI Connector for Salesforce is distributed through the Salesforce AppExchange. This page walks through installing the app into your Salesforce org. After installation, you’ll be prompted to choose how to authorize the connector — that’s covered at the bottom under Choose a setup path.

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Want to try the connector before installing it in your own org? See Try It on Test Drive — you can create data sources, edit them, and connect Power BI Desktop hands-on, against a shared sample Salesforce org.

Before you start #

  • You need Salesforce administrator credentials for the org where you’re installing.
  • For non-production testing, install into a sandbox first.

Step 1: Open the AppExchange listing #

Go to Power BI Connector for Salesforce on AppExchange.

Power BI Connector for Salesforce on AppExchange

Step 2: Click “Get It Now” and choose your target #

From the listing, click Get It Now. Salesforce asks where to install:

  • Install in Production — live orgs and Developer Edition orgs.
  • Install in Sandbox — recommended for staging the install before promoting to production.
Where do you want to install this package? Production or Sandbox

Step 3: Sign in #

Sign in to your Salesforce org with administrator credentials.

Step 4: Choose who can use the app #

Salesforce asks who should have access to the installed package:

  • Install for Admins Only — only system administrators can access. Use this if you want to test the connector before opening it to other users.
  • Install for All Users — everyone in the org can access. Recommended for most cases — you can still refine access later via permission sets.
  • Install for Specific Profiles… — grant access by Salesforce profile.
Install Power BI Connector for Salesforce: choose audience

Step 5: Approve third-party access #

The installer asks you to approve the sites the connector communicates with. Tick Yes, grant access to these third-party web sites and click Continue.

Approve Third-Party Access

Step 6: Confirm installation details #

Review the install summary — package name, version, subscription, organization. Read and accept the terms by ticking I have read and agree to the terms and conditions, then click Confirm and Install.

Confirm Installation Details

Step 7: Wait for the install to complete #

Installation usually takes a minute or two. You’ll see a progress indicator while Salesforce installs the package and grants access.

Installing and granting access to all Users

Step 8: Open the connector #

Once installed, open the App Launcher (the grid icon, top-left), search for power, and click Power BI Connector.

App Launcher: search for Power BI Connector

Salesforce also surfaces a notification reminding you that setup is incomplete — clicking it takes you directly to the authorization screen.

Setup notification: click to finish OAuth configuration

Step 9: Choose a setup path #

When you open the connector for the first time, the Authorization screen presents two options. Both end with the connector wired up to your Salesforce data — the difference is only in how the initial OAuth handshake is brokered.

Choose how to authorize Power BI Connector
  • Option 1: Quick Setup — recommended for most users. Uses a lightweight Metrica proxy for the one-time OAuth handshake; the proxy is involved only during initial authorization, and all data export afterward runs directly between your Salesforce org and Power BI. Follow the Quick Setup guide.
  • Option 2: Manual Setup — complete the entire setup inside your own Salesforce org with no third-party services involved at any step. Recommended if your security policies prohibit third-party services from touching the OAuth flow, even briefly. Follow the Manual Setup guide.

Need to remove the connector later? #

See How do I uninstall Power BI Connector for Salesforce?