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Metrica Software

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Power BI Connector for Salesforce

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Power BI Connector for Salesforce is a data integration product by Metrica Software that connects Microsoft Power BI to Salesforce without custom code or ETL pipelines. The connector is installed as an app inside a Salesforce org via AppExchange. Users create data sources within Salesforce by selecting objects, fields, and filters. Each data source is then made available to Power BI through an OData feed and a generated Power Query script, which can be reused across multiple reports. The connector supports standard and custom Salesforce objects, preserves object relationships, and handles incremental data refresh — extracting only new and changed records rather than reloading full datasets. It operates within existing Salesforce permission models, providing read-only access to data aligned with each user's access rights. Key functional characteristics: No limits on data volume or number of records exported to Power BI Incremental refresh for large or frequently updated datasets Support for custom objects and cross-object relationships Adapts to Salesforce schema changes such as new fields or modified objects Access tokens managed within the connector app, with expiration and revocation controls The product is designed for organizations where Salesforce serves as the primary data source for sales and revenue reporting and Power BI is used as the analytics layer.

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Roman B.
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Roman B.
06/03/2026
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Review source: Organic

More Control and Scalability for Salesforce Data in Power BI

|Power BI Connector for Salesforce
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.
Yuri K.
YK
Yuri K.
05/22/2026
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Verified Current User
Review source: Organic

Finally a Salesforce-Power BI setup that doesn't break every other week

|Power BI Connector for Salesforce
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.

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What is Metrica Software?

Metrica Software helps enterprise analytics teams get reliable Power BI reporting out of SAP, Salesforce, and Hubspot - without the custom pipelines and engineering dependencies that make it slow and fragile to maintain. Most organizations end up with integration logic owned by engineers or external partners, which means every platform change becomes a reporting problem. At Metrica, we treat data access as a software problem. Our certified no-code connectors for SAP and Salesforce give analytics teams a governed, configurable data layer they can own themselves - one that handles enterprise data volumes, absorbs schema changes, and enforces source-system security models without ongoing custom code.

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