topic Salesforce is forcing to use Connect REST API instead of Custom Metadata Type for Embedding Reports. in Developer

Salesforce is forcing to use Connect REST API instead of Custom Metadata Type for Embedding Reports.

DanielRamos — Tue, 27 Aug 2024 19:39:41 GMT

Salesforce security standards in Winter 25' Release, forces to use the new credentials Connect REST API resource instead of Metadata API to access External Client App OAuth consumer credentials.

I am looking for urgent help in finding a way to update my SalesforceAppOwnsDataEmbedding solution.

Unfortunately, this uses a Custom Metadata Type to store configuration data and connect through the PowerBiEmbedManager apex class.

Maybe the Apex Class can be updated to use Connect REST API instead of Custom Metadata Type, however I'm not an expert.

Can someone point me in the right direction?

Thanks!!

Re: Salesforce is forcing to use Connect REST API instead of Custom Metadata Type for Embedding Repo

Anonymous — Wed, 28 Aug 2024 06:41:52 GMT

Hi @DanielRamos ,

According to your statement, I think your requirement is to embed power bi report by app owns data in your application.

Here I suggest you to refer to below offical blog to learn the steps.

For reference: Embed content in your Power BI embedded analytics application - Power BI | Microsoft Learn

Here is the sample template: GitHub - microsoft/PowerBI-Developer-Samples: A collection of Power BI samples for developer use.

If you choose service principal as authentication method, you need to refer to below blog to register and configure your app in Azure.

For referenece: Embed Power BI content in an embedded analytics application with service principal and an application secret - Power BI | Microsoft Learn

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: Salesforce is forcing to use Connect REST API instead of Custom Metadata Type for Embedding Repo

DanielRamos — Mon, 02 Sep 2024 20:13:11 GMT

Hi @Anonymous

Unfortunately I'm not an expert embedding Power BI Dashboards, I just followed the instructions in this post to embed my Report in Salesforce:

https://github.com/PowerBiDevCamp/SalesforceAppOwnsDataEmbedding

However, this method uses Custom Metadata Types which will no longer be working in Winter 25' Release for authentication of Client (Id and Secret).

Any idea or suggestion in how to embed my Power BI Report in Salesforce, not using Custom Metadata Types?

Re: Salesforce is forcing to use Connect REST API instead of Custom Metadata Type for Embedding Repo

DanielRamos — Wed, 25 Sep 2024 18:11:04 GMT

According to Salesforce Support response on this topic:

If all the checkboxes are turned off in the External Client Apps: Settings in Setup, it means that your org has not opted in to use External Client Apps. Consequently, you are not using any External Client Apps, and there are no apps accessing consumer secrets via the ExtlClntAppGlobalOauthSettings Metadata API.

Here’s a breakdown of what this implies:

No External Client Apps:
- Since the settings are disabled, your org is not utilizing any External Client Apps. These apps are designed to integrate third-party applications with Salesforce using APIs and OAuth protocols1.
No Access to Consumer Secrets:
- With the settings turned off, there are no external client applications configured to access OAuth consumer secrets through the ExtlClntAppGlobalOauthSettings Metadata API1.

So this embedding method is not actually an "External App", so no need to change at the moment

This Release Update does not impact our Org!