Seeking Real-World Experiences Embedding Power BI in Salesforce (App-Owns-Data Model)

[Aayush_Shrestha]

Hello everyone,

I’m exploring the possibility of embedding Power BI visuals directly inside Salesforce using the App-Owns-Data model, and I’d love to hear from those who have implemented this in practice.

Specifically, I’m interested in learning about:

• Feasibility: How cleanly can this be achieved within Lightning Web Components (LWC) or Visualforce?

• Architecture setup: What approach did you take for the backend token service, capacity selection, row-level security (RLS), and identity mapping?

• Resources: Any guides, documentation, or repositories that proved especially helpful during implementation?

• Post-deployment outcomes: What was the impact once it went live in terms of performance, maintenance overhead, and user adoption?

• Business value: How did embedding Power BI enhance workflows or decision-making for your teams?

• Challenges: What limitations or pitfalls should I anticipate before committing to this architecture?

I’m aiming to learn from real-world experiences rather than just theoretical documentation, so any insights, lessons learned, or best practices would be greatly appreciated.

Thanks in advance for sharing your expertise!

[v-menakakota · Accepted solution]

Hi @Aayush_Shrestha ,
Thanks for reaching out to the Microsoft fabric community forum. 

Embedding Power BI inside Salesforce using the App-Owns-Data model is quite achievable, especially when using Lightning Web Components (LWC). The key requirement is to plan the architecture properly. Most setups use a secure backend service, such as an Azure Function or API, to generate embed tokens and manage authentication. Since Salesforce users do not sign in directly to Power BI, the application needs to map each Salesforce user to the correct Row-Level Security (RLS) role through the token service.

In real-world implementations, teams usually host their reports on a dedicated Power BI Embedded capacity (A-SKU) or a Premium capacity (P/F-SKU), depending on usage. With the right capacity planning and token caching, performance tends to be smooth. Many organisations also see strong business value because users can view insights directly inside Salesforce without switching applications, which improves adoption and decision-making.

The main challenges to be aware of include maintaining the token service, handling identity mapping at scale, managing capacity costs, and testing reports with large datasets or complex RLS. However, with proper governance and monitoring, the solution becomes stable and manageable over time.

You may also find the following reference project helpful and also please go through the below documents 
https://github.com/PowerBiDevCamp/SalesforceAppOwnsDataEmbedding

Embed content in your Power BI embedded analytics application - Power BI | Microsoft Learn

Embed a visual in Power BI embedded analytics | Microsoft Learn

If I misunderstand your needs or you still have problems on it, please feel free to let us know. 

Best Regards, 
Community Support Team

[v-menakakota]

Hi @Aayush_Shrestha ,

I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you .

Best Regards, 
Community Support Team