Forum Discussion

bjp's avatar
bjp
Icon for Advocate I rankAdvocate I
10 years ago
Solved

ERP connection to Financialforce

Hi, My organization uses Salesforce (CRM)  and financialforce as fitting ERP system. I know how to add Salesforce to Powerbi / Excel2016 but I did not found an option or statement how and if that...
  • bjp's avatar
    bjp
    10 years ago

    For all who might have this ERP system. It seems that there is no extra connecter is needed. FF is a native app to salesforce on the force.com plattform. That means that the data is stored in the salesforce data center together with the rest of SF data and can be accessed with PowerBi by using the SF connector.

    maybe that is also for others helpfull!

    Best,
    Björn

bjp's avatar
bjp
Icon for Advocate I rankAdvocate I
10 years ago

For all who might have this ERP system. It seems that there is no extra connecter is needed. FF is a native app to salesforce on the force.com plattform. That means that the data is stored in the salesforce data center together with the rest of SF data and can be accessed with PowerBi by using the SF connector.

maybe that is also for others helpfull!

Best,
Björn

timrodman's avatar
timrodman
Icon for Helper I rankHelper I
9 years ago

Hi Björn,

 

I'm curious to hear how your experience went building out your Power BI reports and dashboards. Did the connector allow you to get all of the information that you needed out of the FinancialForce application?

 

Tim