Power BI is Microsoft's business analytics platform: Power BI Desktop to build, the Power BI service to share, and mobile apps to read.
Salesforce Select Partner · 5.0/5 client satisfaction · Architect-led
Power BI reporting built on models your teams agree on.
Our engineers design Power BI semantic models, write the DAX and Power Query behind them, secure them with row-level security, bring in Salesforce data and publish changes through deployment pipelines.
See Salesforce in Power BI
- 15+Years of team experience
- 20+Enterprise implementations
- 60 minFree Power BI reporting review, with a written plan
- 5.0/5Client satisfaction (CSAT)
Proven Success With
5.0/5 CSAT
New to Power BI reporting?
What is Power BI reporting?
Every report sits on a semantic model: tables, relationships, DAX measures and security roles that define what the numbers mean.
Power BI is now a core workload of Microsoft Fabric, so reports can read lakehouse and warehouse data in OneLake through Direct Lake.
Where you start
Where do Power BI projects usually start?
Numbers do not match
Two reports show different revenue, and each team trusts its own.
First stepA measure inventory and one shared semantic model.
Reports are slow
Pages take too long to load and refreshes fail or time out.
First stepA model review: storage mode, relationships and DAX.
Salesforce data is missing
Sales reporting lives in exports and spreadsheets.
First stepA connector choice and a sales model for Power BI.
What we do
What do Power BI consulting services include?
Each service leaves something your team keeps using after we finish.
Semantic model design
Star schemas and one set of measures for every report.
You keepSemantic model, diagram and reportsDAX measures
Calculations checked against source figures.
You keepMeasure catalog with definitionsPower Query
Repeatable shaping, pushed to the source where it can be.
You keepDocumented Power Query stepsRow-level security
Rows limited by region, team or owner.
You keepRole and access matrixSalesforce reporting
Opportunities, accounts and activity in Power BI.
You keepSalesforce sales modelFabric and Direct Lake
Models on OneLake lakehouses and warehouses.
You keepDirect Lake model on OneLakeDeployment pipelines
Changes tested before they reach production.
You keepGit repository and pipelineGovernance and adoption
Rules for workspaces and sessions for builders.
You keepGovernance guide and training deck
Power BI and Microsoft Fabric
How does Power BI fit inside Microsoft Fabric?
Power BI is a core Fabric workload, and existing Power BI content needs no migration. Fabric adds shared storage in OneLake and the tools that prepare data for it.
- Power BI reports
- Workspace apps
- Paginated reports
- Power BI Mobile
- DAX measures
- Relationships
- Row-level security
- Import, DirectQuery or Direct Lake
- Power Query
- Dataflows Gen2
- Pipelines
- Notebooks
- OneLake lakehouse
- Fabric warehouse
- Snowflake or Databricks
- Salesforce
Salesforce in Power BI
How do you get Salesforce data into Power BI?
Power BI has two Salesforce connectors. The Reports connector loads an existing Salesforce report, which Salesforce limits to 2,000 rows. The Objects connector loads whole objects, which we model into a star schema.
Salesforce object
- Account
- Opportunity
- OpportunityLineItem
- User
- Task and Event
- Campaign
Semantic model table
- Account dimension
- Opportunity fact
- Product line fact
- Owner dimension
- Activity fact
- Campaign dimension
Filter at the source
Large objects such as Task are loaded with only the rows and fields reports need.
API limits respected
Refresh schedules are sized against your Salesforce API allocation.
Warehouse for volume
For large or many sources, Salesforce data lands in a warehouse first and Power BI reads from there.
Governance
How do you govern Power BI as it grows?
Controls that keep data safe and reports trusted without blocking the people who build them.
- Preventive
Row-level security roles on every shared model
People see rows outside their region or team
- Preventive
Workspace roles granted to groups
Access left with people who changed jobs
- Preventive
Sensitivity labels on models and reports
Confidential data exported or shared outside the business
- Preventive
Endorsed shared semantic models
Teams build their own versions of the same measure
- Detective
Usage metrics reviewed
Unused reports kept running and refreshing
- Detective
Audit log review
Unusual sharing or exports go unnoticed
Releases
How do Power BI changes reach production safely?
Reports and models live in Git as Power BI projects, and a deployment pipeline moves them through workspaces.
- Build
- Power BI Desktop project
- Model and report changes
- Commit
- Pull request in Git
- Peer review of DAX and model
- Development
- Workspace synced from Git
- Builder checks
- Test
- Figures checked against source
- Security roles tested
- Production
- Deployed by the pipeline
- App updated for readers
- Monitor
- Refresh failures alerted
- Usage reviewed
How it runs
How does a Power BI engagement run?
Four stages. The written proposal states the scope and milestones before anything starts.
- 01
Discover
Decisions and data.
- Audiences and decisions listed
- Existing reports and measures inventoried
- Sources and owners named
- 02
Model
One version of the numbers.
- Star schema designed
- Measures defined and agreed
- Security roles drafted
- 03
Build
Reports people use.
- Report pages built
- Figures reconciled to source
- Deployment pipeline set up
- 04
Adopt
Your team owns it.
- Training for builders and readers
- Governance guide
- Monthly plan, if you want one
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your Power BI setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
NonprofitContribution Reporting the Board Can Trust for an Environmental NonprofitSalesforce for an Australian environmental nonprofit: 14 reports and KPI dashboards for financial, in-kind and volunteer contributions, and 553 historical records corrected and reimported.Salesforce Platform · Reports and Dashboards · Data Loader · FlowRead the story 
Financial ServicesSelf-Hosted AI Research Infrastructure Behind a Salesforce Deal EngineSelf-hosted AI agent infrastructure for a US private equity advisory firm: n8n workflows, PostgreSQL, web research and Google Drive mandate documents, deployed with Coolify and writing results back to Salesforce.n8n · PostgreSQL · Coolify · FirecrawlRead the story 
Financial ServicesAI Deal Matching That Screens Companies Against Every Investor MandateSales Cloud, Agentforce, Data 360 and Prompt Builder for a US private equity advisory firm: mandates, AI first-pass ranking, deep scoring with rationale, and deals created from approved matches.Sales Cloud · Agentforce · Data 360 · Prompt BuilderRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
SalesforceExperience CloudCustom DevelopmentAutomationReporting
Salesforce ImplementationSalesforce Verified
Frequently asked questions
Power BI reporting, answered.
Straight answers about semantic models, DAX, Fabric, Salesforce data and how we work alongside Tableau.
Building reports on Power BI: semantic models with DAX measures, data shaped in Power Query, row-level security, Salesforce and warehouse data, and a safe path from development to production.
Yes. Our engineers design models, build reports and set up governance as a fixed-scope project or on a monthly plan. SynconAI is an independent consulting firm.
Yes. Our engineers can join your BI team for a model rebuild or a report program, working in your workspaces and to your standards.
Power BI is a core workload of Fabric. Existing Power BI content needs no migration, and Fabric adds OneLake storage, data preparation tools and Direct Lake models.
Yes. The Salesforce Reports connector loads existing reports, limited by Salesforce to 2,000 rows. The Salesforce Objects connector loads whole objects for modeling.
Roles in the semantic model that filter rows by user, such as by region or account owner, so one model can serve every team safely.
Both are strong. The usual deciding factors are your Microsoft or Salesforce footprint, existing skills and licensing. We build in both and help you choose.
Usually because each report has its own copy of a measure. One shared, endorsed semantic model with agreed definitions fixes it.
Microsoft, Power BI, Power Query, Microsoft Fabric and OneLake are trademarks of the Microsoft group of companies. Salesforce, Tableau and Data 360 are trademarks of Salesforce, Inc. Snowflake and Databricks are trademarks of their owners. SynconAI is an independent consulting firm; apart from its Salesforce partner status, it is not affiliated with or endorsed by these companies.
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