Connect Salesforce to Power BI

It’s now easy to integrate Salesforce with Power BI, thanks to With the connector, you can automatically sync and export Salesforce data to the business intelligence tool in minutes, not hours or days.’s no-code tools perform all the heavy lifting, so you don’t have to write any single line of code. Have more time to analyze customer relationship data and please your clients more. 

salesforce to power bi

Why do I need Salesforce and Power BI integration?

Turn your customer relationship data into actionable insights. Develop strategic measures to retain and increase your client base. Generate customizable reports and share them with team members. Promote a collaborative environment where everyone’s ideas matter and enhance your decision-making processes.


Enjoy real-time CRM analytics

Actively monitor key performance metrics, such as lead generation, sales trends, customer satisfaction score, churn rates, conversion rates, etc., as they happen. Take advantage of opportunities as they arise and quickly resolve issues. Make data-driven decisions that enhance your business processes and overall customer satisfaction.


Perform predictive analytics

Use Power BI’s predictive analytics feature to study historical customer behavior patterns, sales data, and market trends. Gain insights to forecast future trends and performance. Modify your marketing strategies as necessary and allocate resources more effectively to drive your business forward.


Save money

Avoid manual data manipulation and reporting to reduce the costs associated with such processes. By automating data visualization and report generation, Power BI helps allocate financial resources to more important things—developing strategic initiatives. You also benefit from data accuracy, which eventually enhances your operational efficiency.



Power BI is highly scalable, a characteristic that allows it to comfortably accommodate your growing needs. This means it can manage vast amounts of Salesforce data, enabling the analysis and visualization of the data at any scale without compromising performance. So, you don’t have to worry about finding another analytics tool as your business expands.


Customer insights

Analyze customer behavior and preferences through Power BI. Understand their purchase history, interactions, and feedback. Generate personalized products/services and develop market campaigns that match your target audience’s needs. Boost customer satisfaction and increase their loyalty.

How to connect Salesforce to Power BI


1. Register

Register or login if you already have an account.

2. Select your source

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

Salesforce connector


 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?

Salesforce is cloud-based software that enables businesses to manage and assess customer interactions. It offers teams a unified platform for storing, monitoring, and managing client information to enhance customer relationships and drive growth. Salesforce comes with numerous features and tools, such as customer support, customer segmentation, and customer data management. These empower users to connect with clients and serve them with great services at scale. The platform is also versatile since it supports various integrations with third-party apps and services.

What is Power BI?

Power BI is a powerful analytics platform created by Microsoft. It visualizes data using tools like charts, graphs, and tables to help businesses interpret complex data, uncover important insights, and automate reporting. With Power BI, businesses can extract data from multiple sources to generate interactive dashboards and reports. The platform is user-friendly and includes a drag-and-drop functionality for copying all formatting across similar visualizations. Businesses love Power BI for many reasons, including scalability, collaborative features, intuitiveness, and more.

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