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salesforce credentials in Power Bi
Hi there, I'm currently running a pilot for my company using Power Bi as a reporting tool for Salesforce. I'm pretty new to this and I've got a few questions: Is there a way to get Salesforce...
Hi HarmVanG,
If each user retrieves data by connecting to Salesforce content pack using his/her own Salesforce.com account, the user will pull in the data to which he has access as smoupre's post.
However, if you set up Salesforce reports using your own Salesforce.com credential in Power BI, and share the reports to other users, you will need to use Row Level Security(RLS) to restrict data access for these users.
Thanks,
Lydia Zhang
If your regional manager pulls data from Salesforce using his credentials, he will only pull in the information to which he has access.