Starting December 3, join live sessions with database experts and the Microsoft product team to learn just how easy it is to get started
Learn moreGet certified in Microsoft Fabric—for free! For a limited time, get a free DP-600 exam voucher to use by the end of 2024. Register now
Hello everyone,
I want that people with access to my Reportings can click on the Opportunity-name and Salesforce opens up with the opportunity they´ve clicked on. I know, that u can connect Microsoft Dynamics with PowerBI to get those links for eample. Is that somehow possible with Salesforce?
Thank you guys! 🙂
Solved! Go to Solution.
Hi, @Anonymous
Do you mean that you want to create a URL field in Salesforce that would take the user to a PowerBI report and automatically filter the report page by the ID from the link they clicked in Salesforce?
If so, you may need to add query string parameters to the URL to pre-filter the report. Please refer to this similar thread.
URL Link in Salesforce to Open PowerBI and Push Filter
Related document:
Filter a report using query string parameters in the URL
Best Regards,
Community Support Team _ Eason
Hi, @Anonymous
Do you mean that you want to create a URL field in Salesforce that would take the user to a PowerBI report and automatically filter the report page by the ID from the link they clicked in Salesforce?
If so, you may need to add query string parameters to the URL to pre-filter the report. Please refer to this similar thread.
URL Link in Salesforce to Open PowerBI and Push Filter
Related document:
Filter a report using query string parameters in the URL
Best Regards,
Community Support Team _ Eason
Hey Eason,
actually i want it in the other direction. People that use my PowerBI Report should click on a opportunity name, which automatically opens the Salesforce on their browser. So the PowerBI Report should be used as a tool.
Thanks for the help so far!
Eriksen
Starting December 3, join live sessions with database experts and the Fabric product team to learn just how easy it is to get started.
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Early Bird pricing ends December 9th.
User | Count |
---|---|
87 | |
87 | |
86 | |
67 | |
49 |
User | Count |
---|---|
134 | |
113 | |
100 | |
68 | |
67 |