View Categories

Release Notes 2026

4 min read

Table of Contents

This page summarizes the changes shipped in each release of Power BI Connector for Salesforce. Entries are listed with the most recent release first. For feature documentation and setup instructions, see the documentation index.

i
Current version: 1.4.0 · released July 2, 2026. Compliance documentation is available in the Metrica Trust Center.

1.4.0 · July 2, 2026 #

New features #

  • Reports. A new Reports section lists the Salesforce reports available to you — name, type, folder, owner, and last modified — and lets you create a data source directly from a report in one click. All report types are supported, including joined reports. See How to Export Salesforce Reports and Joined Reports to Power BI.
  • Dashboards. A new Power BI Dashboards section for creating and managing dashboards. Dashboards can embed any Power BI report — including reports built on data from other systems — with access enforced by Power BI authorization. Dashboard activity is tracked in the new Dashboards history tab. See How to Create and Manage Power BI Dashboards.

Improvements #

  • Workspace navigation reorganized: the app tab is now Power BI Workspace, with Reports and Dashboards added to the sidebar alongside Data Sources, Data Relationships, Access Tokens, History, and Administration. Direct Documentation and Help links added.
  • History is now organized into four tabs: Data sources history, Dashboards history, Export history, and Access tokens history.

1.3.0 · June 2026 #

Improvements #

  • Security maintenance release: vulnerability fixes and internal dependency updates identified through routine security review. No functional changes.

1.2.0 · May 26, 2026 #

New features #

  • Content document export. ContentDocument and ContentDocumentLink are now exportable as standard objects, enabling reports that combine file metadata with the records files are attached to. See What data can I export from Salesforce?
  • Agentforce integration. A guided setup is available for invoking the connector from Salesforce Agentforce, including advisory and creation modes for natural-language data source recommendations and provisioning. See Agentforce Integration.
  • Historical Trend Reporting export. Trended-data objects exposed by Salesforce Historical Trend Reporting can be selected and exported alongside standard objects. See How to Export Historical Trending Data.

Improvements #

  • Streamlined Salesforce Site setup with a dedicated quickstart article that consolidates the steps required to clear the post-install setup banner. See How do I set up a Salesforce Site for Power BI Connector?
  • Various interface refinements across the data source builder, export views, and post-install setup screens.

1.1.0 · May 15, 2026 #

Improvements #

  • Onboarding flow refined: clearer step ordering, updated copy in the post-install setup banner, and additional inline guidance for the Apex Class Access step.
  • Banner and informational messages reviewed across the application for consistency, accuracy, and tone.
  • Confirmation prompts added for sensitive actions, including data source deletion, access token revocation, and other irreversible operations.
  • Label and accessibility improvements throughout the administrative interface.

1.0.0 · April 9, 2026 #

New features #

  • Custom object export. Custom Salesforce objects can be selected and exported with the same field-level controls as standard objects.
  • Entity Relationship Diagram. Selected objects can be inspected as an ERD, showing lookup relationships and dependencies so reporting teams can verify the structure before export. See How to View Entity Relationship Diagram.
  • Data source sharing. Data sources can be shared with other Salesforce users while preserving per-user permission scoping. See How to Share Data Source.
  • Access token management. Per-user access tokens with configurable expiry, listing, and revocation. See Access Token Management.
  • Incremental refresh support. Compatible with Power BI incremental refresh, allowing large datasets to be partitioned and refreshed efficiently. See How to Set Up Incremental Refresh in Power BI.
  • Export history and monitoring. Per-data-source export history with status, duration, and per-object outcomes. See How to View Export History.
  • Application permission sets. Two installed permission sets, PowerBI_Connector_Admin and PowerBI_Connector_User, define administrative and end-user access. See Application Permissions Setup.

0.3.0 · April 9, 2026 #

New features #

  • Standard object export. Export Salesforce standard objects with field-level selection.
  • OAuth 2.0 authorization via Salesforce Site. Authorization is brokered through a public Salesforce Site using the metrica_powerbi.OAuthProxy Apex class. See Installation Guide.
  • Row-level filtering. SOQL-based filters applied during export to limit returned rows.
  • Power Query output. The connector generates M-language queries ready to paste into Power BI Desktop > Get Data > Blank Query > Advanced Editor.

Notes on versioning #

Power BI Connector for Salesforce follows semantic versioning. Major version increments indicate changes that may require administrator attention during upgrade; minor versions add functionality; patch versions deliver fixes and refinements. Where a release introduces changes that affect installed configurations, this page calls them out explicitly.

Each release is reviewed against the Metrica software security policy prior to publication. For audit reports, control mappings, and other compliance materials, see the Metrica Trust Center. For questions about a specific change or to report an issue, contact support.