Forum Discussion

bjp's avatar
bjp
Advocate 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
Advocate I
10 years ago

Thank you very much for your advice.

Since I am right now not know how to connect to the database directly or to use the API from then I will suggest it  in the idea section and also ask FF about their ideas how to connect.

/Björn

bjp's avatar
bjp
Advocate 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
    Helper 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