topic Re: Drill into Salesforce account page in Desktop

Drill into Salesforce account page

WelterM — Thu, 22 Feb 2018 22:00:39 GMT

I created a report against Salesforce that drills down from Region -> Subregion -> Territory -> Account.

Now, when I click on an account, I want to open that account's page in Salesforce. Is this possible?

Re: Drill into Salesforce account page

MFelix — Fri, 23 Feb 2018 00:30:53 GMT

Hi WelterM

Within a table you can do a drilltrhough to other page, based on the field selected. Other way would.be to use the sync between.slicers and.bookmark options

Regards,
MFelix

Re: Drill into Salesforce account page

WelterM — Fri, 23 Feb 2018 00:34:04 GMT

Thanks, MFelix. What I'm looking for is to click on an Account, and have that Account passed to Salesforce.com, opening the page for that account.

Re: Drill into Salesforce account page

MFelix — Fri, 23 Feb 2018 00:36:59 GMT

You should use the driiltrhough option

Check the link below and use a table with the accounts to make it.work.

https://docs.microsoft.com/en-us/power-bi/desktop-drillthrough

Regards,
MFelxi

Re: Drill into Salesforce account page

WelterM — Fri, 23 Feb 2018 00:39:46 GMT

Yes, I will do that, if I can't get it to drill outside of Power BI. Thanks, again.

Re: Drill into Salesforce account page

MFelix — Fri, 23 Feb 2018 00:41:59 GMT

If you need any assistance please tell me.

Regards,
MFelix

Re: Drill into Salesforce account page

pablobarra — Fri, 23 Feb 2018 12:30:45 GMT

You can create a link to a Salesforce record (or report) by adding a hyperlink.

This document explains how to do it:

https://docs.microsoft.com/en-us/power-bi/power-bi-hyperlinks-in-tables

An this one explains how to apply to a Salesforce example:

Somosbi.com drill-powerbi-salesforce-object

Regards

Pablo

Re: Drill into Salesforce account page

WelterM — Fri, 23 Feb 2018 17:04:37 GMT

Thank you, Pablo. That's exactly what I was looking for.