Connect Salesforce Marketing Cloud to Power BI

Analyze your Salesforce Marketing Cloud data using Power BI’s robust features and get vital insights to drive business growth. Leverage the power of Windsor to sync these two platforms and start enjoying unmatched efficiency in data analysis and strategic decision-making almost immediately. No coding or scriptwriting is required.

salesforce to power bi

Why do I need Salesforce Marketing Cloud and Power BI integration?

Improve your relationship with customers through Salesforce Marketing Cloud and Power BI integration. Understand what they want and adjust business processes to meet their evolving demands. Optimize customer satisfaction and increase your sales.  


Advanced analytics

Access Power BI’s advanced analytics capabilities, such as machine learning, predictive analytics, and AI capabilities. Use these features to interpret Salesforce marketing data, spot patterns, and forecast future trends. As a result, you can focus on the right audience, make your marketing campaigns more relatable to individual customers, and enhance the overall return on investment.


Improved reporting and visualization

Take advantage of Power BI’s powerful reporting and visualization tools to generate comprehensive reports and dashboards. Study the trends, key metrics, and performance indicators to decipher their meaning. Work with your teams to make important decisions and optimize your marketing strategies for improved outcomes.


Workflow made simpler

Automate data syncing and report generation and simplify workflow processes through Power BI and Salesforce Marketing Cloud integration. Eliminate the inconvenience of performing your tasks manually. Increase your speed and complete activities faster and more accurately while accessing the latest info for enhanced analysis and decision-making.


Cross-functional collaboration

Have a centralized platform by syncing your Salesforce Marketing Cloud data with Power BI. Share discoveries and collaborate on various marketing initiatives. This allows your organization to align decisions related to marketing, sales, and other areas. Promote a collaborative environment where everyone works together to achieve common goals and objectives.


Optimize your campaign efforts

Gain important insights into the performance of various marketing campaigns by assessing the key metrics. Identify the marketing initiatives that are performing well and inject more resources into them for optimal results. Poorly performing campaigns are a call for your organization to re-strategize to avoid losing more money. Find creative ways to address such performance issues for more successful campaign efforts.


Analyze the customer journey

Visualize the whole customer lifecycle, including touchpoints across different devices and channels using Power BI. Understand customer preferences and behaviors at every stage. Ensure your strategies align with their evolving needs to promote customer loyalty.


Customer segmentation

When you combine Salesforce Marketing Cloud customer info with the analytical capabilities of Power BI, you are able to conduct a thorough customer segmentation analysis. Identify unique customer segments based on behavior, demographics, levels of engagement, and preferences. Develop more targeted and personalized marketing campaigns.

How to connect Salesforce Marketing Cloud to Power BI

1. Register

Register or login if you already have an account.

 2. Select your source
You need to select Salesforce Marketing Cloud as a Data Source and Grant Access to


salesforce marketing cloud onboarding

3. Select Destination

Choose Power BI as the destination.


4. Sync your Data
Select the fields on the right, and click on “Get data” from the WEB in Power BI.

Power Bi click on “Get data” from WEB
Then copy the URL in the box below:

copy URL in box


What is Salesforce Marketing Cloud?

Salesforce marketing cloud is an online marketing platform that helps businesses create and manage their marketing campaigns, as well as nurture customer relationships. It features tools, such as mobile studio, social studio, and journey builder, among others to facilitate personalized interactions, mobile messaging, advertising, analytics, customer journey management, etc. Through Salesforce Marketing Cloud, businesses are able to create targeted marketing campaigns, ensuring higher engagement levels and better outcomes. 

What is Power BI?

Power BI is a Microsoft product that enables organizations of all sizes to analyze and visualize data in multiple formats for easier decision-making. With its tools, users can generate interactive reports and dashboards for a more comprehensive data view. Consequently, they can spot trends, opportunities, weak areas, etc., and develop data-driven solutions for improved efficiency. Power BI is flexible and provides customizable visuals that enable users to customize reports according to their unique needs. Its advanced analytics capabilities also make it more appealing to organizations that deal with large amounts of data.

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Extract Salesforce Marketing Cloud data to Power BI with

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 marketers, whenever they want.


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

Import Salesforce Marketing Cloud data into Power BI and measure what matters