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Quick Setup Guide

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Haven’t installed the app yet? Start with Installation — this page covers configuration after the app is installed in your Salesforce org.

Power BI Connector for Salesforce uses a public Salesforce Site as the entry point for OAuth authorization. The metrica_powerbi.OAuthProxy Apex class runs under the Site Guest User profile and brokers the initial handshake between Power BI and your Salesforce org. Without an active Site and the correct guest-user permissions, the connector cannot complete authorization — which is what triggers the “Site URL is not configured” warning in the app.

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If your organization already has a Salesforce Site enabled, you can skip site creation. Jump straight to Step 4: Enable Apex Class Access and grant the Site Guest User access to metrica_powerbi.OAuthProxy.

Step 1: Navigate to Sites #

In Salesforce Setup, go to:

Setup → User Interface → Sites and Domains → Sites

Step 2: Create a New Site #

  • Click New.
  • Fill in the required fields — any appropriate values are fine.
  • Make sure the Active checkbox is selected.
  • Click Save.

Step 3: Enable Apex Class Access #

This is the step that clears the “Site URL is not configured” banner. The Site Guest User needs explicit permission to invoke the OAuthProxy class:

Salesforce Setup — Sites — power-bi-connector — Public Access Settings
  • Click the site label to open Site Details.
  • Click Public Access Settings.
  • Scroll to Enabled Apex Class Access.
  • Click Edit.
  • Add metrica_powerbi.OAuthProxy
  • Click Save.
If you skip granting access to metrica_powerbi.OAuthProxy, the connector’s authorization flow will fail silently — the OAuth callback cannot reach a class the guest user is not allowed to execute.

Step 4: Authorize the connector #

Open the Power BI Connector app from the App Launcher in Salesforce. On the Power BI Workspace tab you should see the OAuth Authorization panel:

Power BI Connector — OAuth Authorization — Authorize with Salesforce

Select Authorize with Salesforce to complete setup. After authorization you can move on to creating your first data source — see How to Create Data Source.