Power BI Connector for Salesforce Reviews & Product Details

I like how straightforward Power BI Connector for Salesforce makes getting Salesforce data into Power BI without requiring a separate ETL pipeline. Objects, fields, relationships, and filters can be configured directly in Salesforce before the data reaches Power BI, with SOQL available when more control is needed. Incremental refresh is particularly useful for larger datasets because it avoids repeatedly loading everything from scratch. Review collected by and hosted on G2.com.

There is still some setup involved. Installation and permissions require Salesforce administration, and incremental refresh needs a few Power Query steps, including some handling of Salesforce date/time fields. That said, the documentation is clear and walks through the configuration well. Review collected by and hosted on G2.com.

What stood out to us compared to Microsoft's standard connector is that this app runs directly within Salesforce rather than relying on an external service. Being able to define field selections and filters in Salesforce before the data reaches Power BI gives us more control over what gets exposed and used in reporting. It also helped us avoid some of the 2,000-row limitations we ran into with the built-in connector, particularly when working with larger datasets. Support for incremental refresh has been useful as our reporting needs have grown. We also appreciate that access is governed by existing Salesforce permissions, so there isn't another layer of user management to maintain. The ability to reuse prepared data sources across multiple reports has been a nice bonus as well. Review collected by and hosted on G2.com.

you have to create and configure a data source inside Salesforce first, rather than just connecting and pulling; for simple tasks that's extra ceremony. The model is import-oriented data prep, not live DirectQuery, so it isn't suited to scenarios that need second-by-second freshness. Review collected by and hosted on G2.com.

I like how easy it is to connect Salesforce to Power BI while still having the features needed for enterprise use.

Incremental refresh and the ability to apply filters when creating data sources help keep refreshes fast and efficient. I also really appreciate the audit logs - they make it easy to track activity, troubleshoot issues, and support our internal governance and compliance processes. Review collected by and hosted on G2.com.

I don't have any major complaints. One enhancement I'd like to see is the ability to embed Power BI dashboards directly into Salesforce dashboards, not just within the connector. That would provide a more seamless experience for end users. Review collected by and hosted on G2.com.

Setup took maybe half a day, including the connected app config.

The fact that data sources live in Salesforce rather than being scattered across Power BI files is a big deal for us.

Incremental refresh actually works on our larger Opportunity tables, which the native connector never handled well. Review collected by and hosted on G2.com.

Nothing specific, all works as expected, we are happy with how it works. Review collected by and hosted on G2.com.

It is simple to use and saves us from building a separate data pipeline. We can connect the Salesforce data we need and keep it updated. Review collected by and hosted on G2.com.

Getting started takes some admin involvement. After the initial configuration, though, everyday use is straightforward. Review collected by and hosted on G2.com.