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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can’t embed Power BI dashboards in Salesforce without a Premium license, but there’s a better alternative that costs less and works more reliably.
Here’s how to create embedded dashboards that pull from all your Salesforce data without the licensing headaches or authentication issues that Power BI creates.
CoefficientCreate embedded Salesforce dashboards using
SalesforceInstead of fighting Power BI’s licensing requirements, you can import yourdata directly into Google Sheets and embed those dashboards in Salesforce. This approach gives you access to ALL Salesforce reports and objects, including custom ones that Power BI often struggles with.
Google Sheets embeds seamlessly in Salesforce Lightning pages without the authentication complexity that Power BI requires. Plus, you can schedule automatic data refreshes and combine Salesforce data with other business systems in a single view.
How to make it work
Step 1. Connect Salesforce to Google Sheets.
Install Coefficient from the Google Workspace Marketplace and authorize your Salesforce connection. The tool supports MFA-enabled environments and maintains secure API connections without requiring users to re-authenticate repeatedly.
Step 2. Import your Salesforce data.
Choose from existing Salesforce reports or build custom imports from any object. You can import from standard objects like Accounts and Opportunities, custom objects, and even apply complex AND/OR filtering logic to get exactly the data you need.
Step 3. Create your dashboard visualizations.
Use Google Sheets’ built-in charting capabilities to create the visualizations you need. Add pivot tables, conditional formatting, and formulas to build comprehensive dashboards that update automatically when your data refreshes.
Step 4. Set up automated data refresh.
Schedule your imports to refresh hourly, daily, or weekly. This keeps your dashboards current without manual intervention, and you can set up Slack or email alerts when data changes or new records are added.
Step 5. Embed in Salesforce Lightning pages.
Add your Google Sheets dashboard to any Lightning page using the standard embedding component. The sheets maintain mobile responsiveness and load faster than typical Power BI embedded solutions.
Start building better Salesforce dashboards today
Get startedThis approach eliminates Power BI’s licensing costs while providing more reliable embedding and better data access. Your dashboards will work consistently across desktop and mobile without authentication friction.with Coefficient to build your first embedded Salesforce dashboard.
