Analytics for Salesforce

Ishan_Bhalla · ‎03-04-2020

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

Thanks & regards

Ishan

v-lid-msft · ‎04-08-2020

How about the result after you follow the suggestions mentioned in my original post?Could you please provide more details about it If it doesn't meet your requirement?

Best regards,

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

v-lid-msft · ‎03-05-2020

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,

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

DMSUser · ‎07-09-2020

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