Drill into Salesforce account page

[WelterM]

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?

[pablobarra · Accepted solution]

Hi

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

[WelterM]

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

[MFelix]

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

[WelterM]

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.

[MFelix]

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

[WelterM]

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

[MFelix]

If you need any assistance please tell me.

Regards,
MFelix