G2

Serhii S.

Data Reporting Analyst

Small-Business (50 or fewer emp.)

8/7/2026

"Straightforward Salesforce-to-Power BI Data Sync with Powerful Incremental Refresh"

5/5

What do you like best about Power BI Connector for Salesforce?

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.

What do you dislike about Power BI Connector for Salesforce?

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 problems is Power BI Connector for Salesforce solving and how is that benefiting you?

Overall, it solves the main problem well: simplifying Salesforce-to-Power-BI integration while avoiding unnecessary data movement and custom integration code. The ability to scope data at the source and use incremental loading should make the connection much easier to manage as datasets grow. Review collected by and hosted on G2.com.