Embed Salesforce Component into Power BI dashboard, for users to access and update Salesforce record

Anonymous — Fri, 09 Sep 2022 11:28:22 GMT

Hi All,
Is there anyway to integrate Power BI and Salesforce app to achieve below scenario,
a) In Power BI dashboard, user will be able to launch Salesforce record update screen to perform Account , Contact or any custom object record field update and same should reflect on salesforce end.

Could you please advice on this?

Is it possible to call LWC/lightning Aura component in Power BI dashboard screen to perform record field updates?
Is there any other way, we can perform salesforce record update from Power BI dashboard screen without using Power Apps, Power Automate?

Thank you

Re: Embed Salesforce Component into Power BI dashboard, for users to access and update Salesforce record

lbendlin — Sun, 11 Sep 2022 18:12:36 GMT

Neither Microsoft nor Salesforce will like this idea, for obvious reasons. Your best bet may be a URL that you craft in Power BI to perform the action in SFDC (or at least it will take you to the right screen)

topic Embed Salesforce Component into Power BI dashboard, for users to access and update Salesforce record in Developer

Embed Salesforce Component into Power BI dashboard, for users to access and update Salesforce record

Re: Embed Salesforce Component into Power BI dashboard, for users to access and update Salesforce record