Power BI - Salesforce

Salesforce

How to access salesforce reports through power BI?


If you want to unleash your potential in this competitive field, please visit the Salesforce course page for more information, where you can find the Salesforce tutorials and Salesforce frequently asked interview questions and answers as well.

1
Answers

Replies

You will need to connect to Salesforce with Power BI to access the reports. Below are the set of steps to be followed.


Navigate to Get data at the bottom of the new pane in Power BI.
Select Get from the services box.
Select the analytics for salesforce and select the get option.
Click on sign in to start the sign in flow.
Enter the credentials and click on allow
Configure the dashboard and reports.
Select connect for the import process to start. Once done, you will see the dashboard, reports, datasets and all information required.

 
 

This topic has been locked/unapproved. No replies allowed

Login to participate in this discussion.

Leave a reply

Before proceeding, please check your email for a verification link. If you did not receive the email, click here to request another.
WhatsApp
To Top