Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Get Fabric Certified for FREE during AI Skills Fest. This week only. Secure your voucher now.

Reply
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

View solution in original post

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





Helpful resources

Announcements
May Power BI Update Carousel

Power BI Monthly Update - May 2026

Check out the May 2026 Power BI update to learn about new features.

Fabric SQL PBI Data Days

Data Days 2026 coming soon!

Sign up to receive a private message when registration opens and key events begin.

New to Fabric survey Carousel

New to Fabric Survey

If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.