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Power BI embedded authentication with Salesforce SSO creates significant complexity because it requires coordinating authentication tokens between two separate platforms, often leading to frustrating session timeouts and re-authentication prompts.
Here’s how to eliminate these authentication challenges entirely while providing seamless dashboard access through existing Salesforce sessions.
CoefficientEliminate authentication friction using
SalesforceThe core problem with Power BI embedding is that users need valid authentication tokens for bothand Power BI simultaneously. When tokens expire at different times or SSO configurations conflict, users get stuck in authentication loops that hurt productivity and user adoption.
A better approach handles authentication once during setup and maintains secure API connections without requiring users to authenticate repeatedly. Users access embedded dashboards through their existing Salesforce session without additional login requirements.
How to make it work
Step 1. Set up one-time authentication.
Connect Coefficient to your Salesforce environment once during initial setup. The tool maintains secure API connections and supports MFA-enabled environments without requiring ongoing user authentication.
Step 2. Configure automatic reauthorization.
Enable reauthorization capabilities for when API tokens need renewal. This happens transparently in the background without interrupting user access to embedded dashboards.
Step 3. Import data with persistent connections.
Set up data imports from any Salesforce object or report. These connections remain stable and don’t require users to manage authentication tokens or deal with session timeout issues.
Step 4. Schedule seamless updates.
Configure automatic data refreshes that work independently of user sessions. Your dashboards stay current without authentication interruptions that plague Power BI embedded solutions.
Step 5. Embed with inherited security.
Add your dashboards to Lightning pages where they inherit Salesforce’s existing session security. Users access dashboards seamlessly without the authentication friction that Power BI embedding introduces.
Authentication should be invisible to users
Get startedThe best authentication is the kind users never have to think about. This approach provides consistent dashboard access without session management headaches or SSO configuration conflicts.with seamless Salesforce dashboard embedding today.
