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WelterM
Helper I
Helper I

Drill into Salesforce account page

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?

1 ACCEPTED SOLUTION
pablobarra
Advocate I
Advocate I

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

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7 REPLIES 7
pablobarra
Advocate I
Advocate I

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

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

MFelix
Super User
Super User

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

Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



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.

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

Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



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

If you need any assistance please tell me.

Regards,
MFelix

Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



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