---
description: Review of Power BI Connector for Salesforce Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Power BI Connector for Salesforce | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Data Integration Tools](/directory/3304/data-integration-tools/software) > [Power BI Connector for Salesforce](/software/561462/Power-BI-Connector-for-Salesforce)

# Power BI Connector for Salesforce

Canonical: https://www.softwareadvice.co.uk/software/561462/Power-BI-Connector-for-Salesforce

> Power BI Connector for Salesforce by Metrica Software is designed for mid-sized and enterprise organizations that use Salesforce as a core source of customer and revenue data and Microsoft Power BI for business reporting. It is particularly useful for BI, RevOps, sales operations, finance, and customer success teams that need flexible Salesforce analytics without building custom ETL pipelines or relying on manual exports.

The connector is installed and managed directly within Salesforce. Users can create reusable Power BI data sources from standard and custom objects, custom applications, historical trending data, and existing Salesforce reports. Tabular, summary, matrix, and joined reports can be converted into Power BI data sources while preserving their underlying fields and reporting structure.

A visual data source builder allows users to select the required objects and fields, apply filters before export, and preview the resulting data. Simple filters can be configured visually, while advanced users can define more complex logic with SOQL. An interactive entity relationship diagram helps teams understand Salesforce objects, fields, and relationships before building their Power BI models.

The connector supports large Salesforce datasets without row limits and works with scheduled and incremental Power BI refreshes. This allows teams to load only new or updated records during refreshes instead of repeatedly importing the complete dataset. Data sources can also be shared with other users, helping teams reuse approved configurations across multiple Power BI reports.

Power BI Connector for Salesforce uses read-only, permission-aware access and follows Salesforce permissions, sharing rules, and field-level security. Power BI connections use personal access tokens that can be managed and revoked inside Salesforce. Audit logs record data source changes, exports, and token activity with user and timestamp details.

Organizations can also embed Power BI reports directly into Salesforce dashboards. Users can access relevant analytics within Salesforce while report permissions remain controlled through Microsoft Power BI. Embedded dashboards can include reports built from Salesforce data or other business systems.

Metrica provides implementation documentation, product onboarding, and ongoing technical support for configuration, data modeling, refresh optimization, and production issues. Prospective buyers can evaluate the connector through an AppExchange trial or guided demonstration before selecting a subscription.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: Metrica Software Inc.

## Commercial Context

- **Starting Price**: US$700.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: Power BI Connector for Salesforce uses Salesforce COA licensing, with the applicable pricing tier determined by the total size of the Salesforce org. If the org grows beyond its current tier, the subscription may need to be updated. Billing, invoicing, renewals, and taxes depend on the purchasing agreement and order documentation.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Angola, Argentina, Aruba, Australia, Austria, Bahamas, Bahrain, Belgium, Bermuda, Bosnia & Herzegovina, Botswana, Brazil, Bulgaria, Canada, Cayman Islands, Chile, China, Colombia, Costa Rica, Croatia and 68 more

## Features

- API
- Access Controls/Permissions
- Activity Tracking
- Application Management
- Automated Scheduling
- Dashboard
- Data Capture and Transfer
- Data Connectors
- Data Extraction
- Data Import/Export
- Data Management
- Data Mapping
- Data Synchronisation
- Data Visualisation
- ETL Tools
- Event Logs
- Integrations Management
- Metadata Management
- Multiple Data Sources
- Pre-built Connectors

## Integrations (3 total)

- Microsoft Power BI
- Salesforce Sales Cloud
- Salesforce Service Cloud

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Data Integration Tools](https://www.softwareadvice.co.uk/directory/3304/data-integration-tools/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/561462/Power-BI-Connector-for-Salesforce)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/561462-Power-BI-Connector-for-Salesforce/> |
| en-AU | <https://www.softwareadvice.com.au/software/561462/Power-BI-Connector-for-Salesforce> |
| en-GB | <https://www.softwareadvice.co.uk/software/561462/Power-BI-Connector-for-Salesforce> |
| en-IE | <https://www.softwareadvice.ie/software/561462/Power-BI-Connector-for-Salesforce> |
| en-NZ | <https://www.softwareadvice.co.nz/software/561462/Power-BI-Connector-for-Salesforce> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"Power BI Connector for Salesforce","description":"Power BI Connector for Salesforce by Metrica Software is designed for mid-sized and enterprise organizations that use Salesforce as a core source of customer and revenue data and Microsoft Power BI for business reporting. It is particularly useful for BI, RevOps, sales operations, finance, and customer success teams that need flexible Salesforce analytics without building custom ETL pipelines or relying on manual exports.\n\nThe connector is installed and managed directly within Salesforce. Users can create reusable Power BI data sources from standard and custom objects, custom applications, historical trending data, and existing Salesforce reports. Tabular, summary, matrix, and joined reports can be converted into Power BI data sources while preserving their underlying fields and reporting structure.\n\nA visual data source builder allows users to select the required objects and fields, apply filters before export, and preview the resulting data. Simple filters can be configured visually, while advanced users can define more complex logic with SOQL. An interactive entity relationship diagram helps teams understand Salesforce objects, fields, and relationships before building their Power BI models.\n\nThe connector supports large Salesforce datasets without row limits and works with scheduled and incremental Power BI refreshes. This allows teams to load only new or updated records during refreshes instead of repeatedly importing the complete dataset. Data sources can also be shared with other users, helping teams reuse approved configurations across multiple Power BI reports.\n\nPower BI Connector for Salesforce uses read-only, permission-aware access and follows Salesforce permissions, sharing rules, and field-level security. Power BI connections use personal access tokens that can be managed and revoked inside Salesforce. Audit logs record data source changes, exports, and token activity with user and timestamp details.\n\nOrganizations can also embed Power BI reports directly into Salesforce dashboards. Users can access relevant analytics within Salesforce while report permissions remain controlled through Microsoft Power BI. Embedded dashboards can include reports built from Salesforce data or other business systems.\n\nMetrica provides implementation documentation, product onboarding, and ongoing technical support for configuration, data modeling, refresh optimization, and production issues. Prospective buyers can evaluate the connector through an AppExchange trial or guided demonstration before selecting a subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/2eb2d29a-38e7-4a2d-a6d4-49949f4e9ca5.png","url":"https://www.softwareadvice.co.uk/software/561462/Power-BI-Connector-for-Salesforce","@id":"https://www.softwareadvice.co.uk/software/561462/Power-BI-Connector-for-Salesforce#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"offers":{"price":"700","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.co.uk/software/561462/Power-BI-Connector-for-Salesforce#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Data Integration Tools","position":2,"item":"/directory/3304/data-integration-tools/software","@type":"ListItem"},{"name":"Power BI Connector for Salesforce","position":3,"item":"/software/561462/Power-BI-Connector-for-Salesforce","@type":"ListItem"}]}]}
</script>