Forum Discussion
Salesforce to Power BI
- Anonymous1 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 ConnectorThis way, you can prepare your data in Power BI and use one of these integration methods to update Salesforce.
Thank you. -
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.