Connect Microsoft Power BI and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Dataset
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
Action is the task that follows automatically within your Microsoft Power BI integrations.
Get all Reports
Get all existing reports.
Refresh a Dataset
Refresh an existing dataset
Delete a Dataset
Delete an existing dataset
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
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Step by step guides to integrate Microsoft Power BI and Salesforce
Frequently Asked Questions
To start, connect both your Microsoft Power BI and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Power BI and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Power BI
Microsoft Power BI is a powerful business analytics tool that enables users to visualize and share insights from their data. It provides interactive dashboards and reports, allowing organizations to make data-driven decisions efficiently.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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