Forum Discussion
Anonymous
6 years agoNot applicable
Sales data and Facebook / Ads connection
Hello, I would like to connect sales data with spend from facebook / google ads. In sales data, I have information about visitors including utm parameters, cookies, dates, etc. My issue is that ...
Djordje_M
Advocate II
5 years agoPower BI is a powerful reporting and visualization tool, and Salesforce is a mighty CRM tool. They can efficiently work together, interchanging the data. Depending on your level of expertise, you can choose which way you will integrate them. I opted to use a third-party provider Windsor.ai with their connector to pull the data from Salesforce and other CRM or marketing platforms (Facebook, Google, Bing) and put them together.
Usually, I use one of their templates and then customize it in Power BI Desktop to suit my needs, adding new fields, measures, and filters.