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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
Solved! Go to Solution.
@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
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.
To embed a Power BI report into a Salesforce page, follow these steps:
Enable Power BI Embedded
Add the Embed Code to Salesforce
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)
Let me know if you need code examples or further guidance! 🚀
@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
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