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Anonymous's avatar
Anonymous
Not applicable
3 years ago

Salesforce marketing cloud tracking data and BI

could we connect the salesforce email tracking data to power Bi , and have auto refresh?

2 Replies

  • Your standard connector options include Salesforce Reports (which is pegged at 2K rows)  and Salesforce Objects (no item limit, but only rudimentary query folding - no custom SOQL, so subqueries etc)

  • Hi Anonymous were you able to find a solution? As a workaround, maybe you can try to test your connection with a 3rd party connector. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

     

     

    After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

     

     

    There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url.