Connect Salesforce to Power BI with Windsor.ai

salesforce

+

powerbi

Finally, all your marketing data from Salesforce available in Power BI

About Salesforce

Salesforce is a customer relationship management software. It allows companies to store all information about their customers in a central place. It contains information about leads, opportunities, transactions and support tickets. It allows customization, which allows companies to tailor their Salesforce instance for their specific needs.

About Power BI

Power BI is part of Microsofts business intelligence and data visualisation offering. It is simple enough to allow end users to create dashboards and reports.

First step:

You need to select Salesforce as a Data Source and Grant Access to Windsor.ai.

Second Step:

Go to “Select Destination” and Choose Power BI Desktop/Web

Third Step:

Select the fields on the right, and in Power Bi click on “Get data” from WEB.

And copy the URL in the box below:

You should also read:

Microsoft Power BI Salesforce Report Dashboard Template

Connect Your Data to Power BI

Connecting Salesforce CRM to Google Analytics

Templates for Salesforce and Power BI

Windsor.ai: Connecting all marketing data

See the value and return on every marketing touchpoint

data warehouse

Providing 50+ marketing data streams, we make sure that all the data we integrate is fresh and accessible by marketeers, whenever they want.

insights

Spend less time on manual data loading and spreadsheets. Focus on delighting your customers.

Start a free trial today.

Integrate all your data and measure what matters.