Connect and Integrate
Salesforce with Power BI

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

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Easy Steps to Connect
Salesforce and Power BI

Select a trigger in Salesforce

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

Automate an Action in Power BI

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

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.

Here's Some Easy Salesforce Automations
and Power BI Automations to Try!

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Generate Pipedrive Leads from Salesforce Records

Put your workflow on autopilot. Salesforce + Pipedrive are here to help!

Send SMS via Twilio for New Salesforce Contacts

Salesforce and Twilio together? That’s how you get more done, faster.

Create Zoho CRM Entries from Updated Salesforce Records

Salesforce + Zoho CRM: A duo that makes your tasks feel effortless!

Update Zoho CRM with new Salesforce Record entries

Discover how Salesforce and Zoho CRM can simplify everything you do.

Alert via Gmail for Updated Salesforce Records

Take your work to the next level. Salesforce and Gmail make it happen!

Initiate Jira Issues for new Salesforce Cases

Why struggle? Salesforce + Jira make every task easier to manage.

Crack down on wasted time with automations

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Connect Salesforce and Power BI

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.

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.