Connect and Integrate
Salesforce with Power BI

Connect Salesforce to Power BI and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
Salesforce and Power BI

interface icon

Select a trigger in Salesforce

Choose an event in Salesforce like “Opportunity Closed Won,” to set off your automation.

interface icon

Automate an Action in Power BI

Connect your Power BI account and select an action like “Share Dashboard” to make your work flow.

interface icon

Customize the Workflow

Build your Salesforce - Power BI automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Salesforce and Power BI
to Automate these Workflows

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Send Google Chat messages for updated Salesforce Records

Get more done with Salesforce & Google Chat—they’re a perfect match!

Try it now
Arrow Forward

Send emails via Gmail for new Salesforce Accounts

Why wait? Salesforce + Gmail bring efficiency to your day, every day.

Try it now
Arrow Forward

Generate Xero Bills from new Salesforce Records

Let Salesforce and Xero handle the details—you focus on the big picture!

Try it now
Arrow Forward
No items found.
No Integrations Found
No results found.

About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses streamline sales, service, marketing, and commerce operations. It helps teams to manage customer interactions, automate workflows, and build custom apps on the Salesforce Lightning platform. With AI-powered tools like Salesforce Einstein, it is a popular CRM that supports data-driven decisions, making it ideal for businesses of all sizes.
Learn more

About Power BI

Power BI is used for data visualization by Microsoft to transforms raw data into interactive dashboards and reports. It smoothly integrates with various data sources and offers tools for data modeling, visualization, and analytics. Power BI helps organizations make data-driven decisions through real-time insights in an easy-to-understand format.
Learn more