Forum Discussion

Ishan_Bhalla's avatar
Ishan_Bhalla
New Member
6 years ago

Analytics for Salesforce

Hello,   I would like to know if the Analytics for Salesforce plugin is included in the PowerBI subscription ?    https://docs.microsoft.com/en-us/power-bi/service-connect-to-salesforce   Thank...
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v-lid-msft's avatar
v-lid-msft
Community Support
6 years ago

Hi Ishan_Bhalla ,

 

Based on my research, if you want to install a template app from AppSource, you need a Power BI pro license and permissions to install template apps, the template app of Salesfor in this document does not exist in AppSource currently, currently we can use Analytics for Salesforce - Sales Rep view(Preview) or Analytics for Salesforce-Sales Manager (Preview). Or we can create report in Power BI Desktop to connect the Salesforce Objects and Salesforce Reports based on this document, then you can publish this pbix to "My Workspace“ with a Power BI Free license, but if you want to share report with others, you may need have a Power BI pro license or this report is in a Premium capacity.


Best regards,

 

DMSUser's avatar
DMSUser
New Member
6 years ago

When I go to "Connect your data" it asks for Privacy level in a drop down - we typically use Okta to sign into all our organisational apps so I selected Organisational. Next step is 1 Saved Username which is my own. Click that, pop up says refreshing data but "you re viewing this app with sample data" still shows up. What am I doing wrong? I am going in circles.

Thanks