Connect Salesforce to Power BI

Quickly integrate your Salesforce data into Power BI with Windsor.ai’s no-code ETL connectors.

Our data integration platform automates Salesforce reporting by transforming raw CRM data into dynamic Power BI dashboards. Gain clear visibility into your sales trends and pipeline performance to make informed business decisions.

Forget CSVs. Stop copy/paste. Connect data in 2 minutes. No code required.

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Windsor.ai is your proven Salesforce to Power BI connector

Level up your CRM analytics with Salesforce to Power BI integration

Windsor.ai streamlines Salesforce rich analytics, covering key metrics like sales pipeline, customer behavior, and revenue trends, transforming them into actionable insights. With this integration, you gain the following benefits:

Visualize real-time performance metrics

Track key metrics like sales trends, lead quality, conversion rates, churn, and customer satisfaction in a single, up-to-date Power BI dashboard. By visualizing your massive Salesforce dataset, you can quickly uncover growth opportunities, address issues faster, and make data-driven decisions to propel your business forward.

Leverage predictive analytics

Power BI’s predictive analytics tools help you uncover patterns in your Salesforce data, from past customer behavior to sales and market trends. Use these insights to forecast demand, optimize your marketing strategies, and allocate resources to areas with the highest potential impact.

Automate reporting

Automating your Salesforce reporting in Power BI not only reduces labor costs but also increases data accuracy. That means fewer errors, faster reporting, and more time to focus on your sales strategy and business growth.

Centralize data

Windsor.ai allows you to extract and combine data from Salesforce CRM with over 325 other platforms into a unified Power BI dashboard. This gives you a holistic view of your business performance across sales, marketing, and operations, enabling effective cross-channel analysis and helping you measure the impact of each channel.

Using Windsor.ai connector to import data from Salesforce into Power BI

Most methods for integrating Salesforce with Power BI require complex technical setup, manual data handling, or expensive third-party tools. Windsor.ai’s no-code ETL connector significantly simplifies this process, making it fast, scalable, and effortless.

In just a few clicks, Windsor.ai automatically syncs your Salesforce account with Power BI, providing real-time, auto-refreshing dashboards for instant access to your most important CRM data.

With Windsor.ai, you can:

Streamline Salesforce data reporting with auto-refreshing Power BI dashboards, eliminating the need for manual exports and technical setup.
Visualize key CRM metrics like sales pipeline, revenue growth, lead conversion rates, campaign ROI, and hundreds more in a unified dashboard.
Blend Salesforce with other data sources for effective cross-channel analytics so that you can refine sales and marketing strategies.
Customize pre-built Salesforce dashboards in Power BI to align with your unique business objectives and KPIs.

Join over 3,000 businesses that trust Windsor.ai to streamline Salesforce to Power BI integration

How to connect Salesforce to Power BI in Windsor.ai

Make sure you have the following prerequisites before setting up the connector:

Salesforce account with the appropriate permissions
Power BI Desktop or Web app
Active Windsor.ai account

Register and log in to Windsor.ai

Create a new Windsor.ai account or log in if you already have one.

Select your data source

Choose Salesforce as your data source and go to the Preview screen.

Select your destination

Set Power BI Desktop or Power BI Web as the destination for your data.

Select the reporting metrics and dimensions

Choose the data fields that you wish to show in your Power BI report.

Follow the setup instructions to complete the integration

Depending on the Power BI app you choose, set up the connection by following the prescribed steps—whether through an API key (for Web) or a native Windsor connector (for Desktop).

FAQs

What is Salesforce?

Salesforce is a cloud-based customer relationship management (CRM) platform designed to help businesses enhance customer engagement, optimize efficiency, and streamline operations. It provides a comprehensive suite of tools for managing and automating core customer interactions, including sales, marketing, and customer support.

What is Power BI?

Power BI is a popular analytics tool developed by Microsoft for small and large businesses alike. It provides software services, connectors, and apps that work collectively to convert data into easy-to-interpret reports and dashboards. The insights gained can then be used to enhance an organization’s decision-making processes. Power BI also allows users to connect to hundreds of data sources, visualize, and share reports with the relevant people.

Do you have helpful links to get started with integrating Salesforce and using Windsor.ai?

Yes, we have helpful resources to help you get started. You can explore our official documentation and ready-to-use templates for seamless Salesforce to Power BI integration with Windsor.ai:

How much time do I need to create the Salesforce and Power BI integration?

Using Windsor.ai’s no-code ETL connector, you can integrate Salesforce with Power BI in a few minutes, benefiting from a quick and stress-free setup process.

How much does it cost to integrate Salesforce into Power BI with Windsor.ai?

Windsor.ai’s pricing for Salesforce into Power BI data integration can vary depending on your use case. We offer transparent pricing plans tailored to diverse business needs and budgets.

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Connect Salesforce to Power BI