Forum Discussion
Putting a web embed code from Power BI into a page in salesforce
Hi,
We have started to use Microsoft Power BI for my analytics needs and I am trying to find a way to embed the visualizations into a page in Salesforce. I see I can get a web address but also an embed code which woud be amazing. Anyone know how I can do this? I
feel this could verge on developer but I am hoping there is a way to do this a little more easily
Thank you
Saanvi S
iamsaanvi wrote:
Hi,
We have started to use Microsoft Power BI for my analytics needs and I am trying to find a way to embed the visualizations into a page in Salesforce. I see I can get a web address but also an embed code which woud be amazing. Anyone know how I can do this? I
feel this could verge on developer but I am hoping there is a way to do this a little more easily
Thank you
Saanvi S
You can reference Embedding a Power BI report into Salesforce.
As to the easiest approach, you may need Publish to web from Power BI
5 Replies
iamsaanvi wrote:
Hi,
We have started to use Microsoft Power BI for my analytics needs and I am trying to find a way to embed the visualizations into a page in Salesforce. I see I can get a web address but also an embed code which woud be amazing. Anyone know how I can do this? I
feel this could verge on developer but I am hoping there is a way to do this a little more easily
Thank you
Saanvi S
You can reference Embedding a Power BI report into Salesforce.
As to the easiest approach, you may need Publish to web from Power BI
Thank you!!Eric_Zhang
Thank you for solution regarding Salesforce
To embed a Power BI report into a Salesforce page, follow these steps:
Enable Power BI Embedded
- Ensure your Power BI report is published to the Power BI Service.
- Get the Embed Code from Power BI:
- Open the report in Power BI Service.
- Click File > Embed Report > Publish to Web (Public) or use Embed in SharePoint Online (if you need restricted access).
Add the Embed Code to Salesforce
- Navigate to Salesforce Lightning App Builder or Classic Page Layout.
- Use a Visualforce Page or Lightning Component:
If using Visualforce, create a page with an <iframe> that includes your Power BI embed URL.
If using Lightning Component, use <lightning:iframe> or an Aura Component to embed the report.
Ensure Authentication (if needed)
- If embedding a private Power BI report, use Power BI Embedded API and implement OAuth authentication.
- You may need Azure AD App Registration to authorize users.
Let me know if you need code examples or further guidance! 🚀
Embedding a Power BI report into a Salesforce page allows teams to access real-time analytics directly within their CRM environment. This integration enhances decision-making by providing interactive dashboards without switching platforms. In the middle of this process, many professionals explore Salesforce training courses to better understand configuration steps such as creating secure iframes, managing permissions, and enabling external content. By properly inserting the Power BI embed code, users can create seamless data visibility across departments. This approach improves productivity, strengthens data alignment, and ensures that Salesforce pages display powerful insights for sales, service, and management teams.
