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VVNE's avatar
VVNE
New Member
1 year ago
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Salesforce to Power BI

Hello Everyone,

 

I know we can access salesforce objects and reports from power BI,

 

But, I was wondering if we can use Power BI to import data into salesforce?

 

Like, we calculate some fields in salesforce and upload this data into salesforce objects?

 

Thanks

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  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi  VVNE ,
    Thanks for reaching out to the Microsoft fabric community forum.

    Power BI can connect to Salesforce to read data from objects and reports, but it doesn’t have the capability to write or push data back into Salesforce directly. If you need to update Salesforce objects with calculated results from Power BI, you’ll need to use an integration approach that works with Salesforce’s APIs.

    Some commonly used options are:

    • Power Automate with the Salesforce connector

    • Azure Logic Apps, or ETL tools such as Informatica, MuleSoft, KingswaySoft

    Exporting data from Power BI and uploading it into Salesforce using Data Loader or custom API scripts

    You can refer to the official Salesforce REST API documentation here: Salesforce REST API Guide
    And here’s the Power Automate Salesforce connector reference:     Microsoft Docs – Salesforce Connector

    This way, you can prepare your data in Power BI and use one of these integration methods to update Salesforce.

    Thank you.

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi  VVNE ,
    Thanks for reaching out to the Microsoft fabric community forum.

    Power BI can connect to Salesforce to read data from objects and reports, but it doesn’t have the capability to write or push data back into Salesforce directly. If you need to update Salesforce objects with calculated results from Power BI, you’ll need to use an integration approach that works with Salesforce’s APIs.

    Some commonly used options are:

    • Power Automate with the Salesforce connector

    • Azure Logic Apps, or ETL tools such as Informatica, MuleSoft, KingswaySoft

    Exporting data from Power BI and uploading it into Salesforce using Data Loader or custom API scripts

    You can refer to the official Salesforce REST API documentation here: Salesforce REST API Guide
    And here’s the Power Automate Salesforce connector reference:     Microsoft Docs – Salesforce Connector

    This way, you can prepare your data in Power BI and use one of these integration methods to update Salesforce.

    Thank you.

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion
    1 year ago

    VVNE If Salesforce allows importing from CSV files then yes, you could export the data as a CSV file and use that to upload to Salesforce.