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Karen_Payne
Frequent Visitor

How to embed PBI (w/ Salesforce data) into SF and display unique data to the user logged into SF?

Hello!

 

Can we create an embedded Power BI report in Salesforce using Salesforce as a data source and display unique data to the user logged into Salesforce, based on the user’s Salesforce sharing rules without configuring a row level security in Power BI? 

 

In other words, at a very high level, we would like to create a Power BI report using Salesforce data, embed the report within Salesforce, and then have the user consume the report in Salesforce – while only viewing data they have access to.  In a perfect world (ha!) all of the authentication would be done “behind-the-scenes” and the report would render without any logon prompts.  We’d like to leverage the security in Salesforce only, and not use row-level security in Power BI.  It is not possible for us to maintain both due to our user size.  

 

We currently use Ping Federate as our SSO solution for Salesforce, we do use active directory as the authentication source, but we are not using Ping Federate with Power BI.  So we are not presenting the same user to both systems.

 

All ideas / suggestions / comments are appreciated!

 

Thank you!

Karen Payne

3 REPLIES 3
Moderator v-yuezhe-msft
Moderator

Re: How to embed PBI (w/ Salesforce data) into SF and display unique data to the user logged into SF

Hi @Karen_Payne,

You can follow the guide in this blog to embed a Power bi report into Salesforce. 

Please note that Power BI will not inherit permissions from Salesforce, in order to allow different users to use same report while all seeing different data, you would need  to configure RLS in your dataset and consume that in the embedded application, for more details, please check this article: https://docs.microsoft.com/en-us/azure/power-bi-embedded/power-bi-embedded-rls .

Thanks,
Lydia Zhang

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Karen_Payne
Frequent Visitor

Re: How to embed PBI (w/ Salesforce data) into SF and display unique data to the user logged into SF

Thanks for the information. 

 

Based on what I've read, a Pro license is required to use row-level security, right? Do both the report author and report consumer need a Pro license?  Sadley we don't have Pro yet so I won't be able to test this functionality.  Hope to be getting it soon.

 

Is anybody doing something similiar to this that is willing to share their sucess story (or setbacks...)?

Moderator v-yuezhe-msft
Moderator

Re: How to embed PBI (w/ Salesforce data) into SF and display unique data to the user logged into SF

Hi @Karen_Payne,

Yes. Both report author and report consumer need pro license.

Thanks,
Lydia Zhang

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

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