Forum Discussion
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 works with FinancialForce.
Maybe someone of you could help me with that.
Thanks in advance.
Best,
Björn
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
7 Replies
bjp for system for which there is no in-built connector like financialforce you can either connect straight to their database or make use of APIs (if available) using web connector and obtain data that way. If you can't go down that path then perhaps add that to the Ideas section and based on number of votes it may be actioned.
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.
/BjörnFor 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 in absence of in-built connector for financialforce you can use database connectors to connect straight to the database.
Hi Bjorn,
Looks like you were able to connect to the FinancialForce data. I got the connection to the SalesForce objects, I do see values in the data (home value) but cant seem to get values out of the reports in PowerBI.
Hope you can help me on this one!
Thx, Duncan
Hi bjp,
The accepted solution is still relevant. FinancialForce, now Certinia, is built on Salesforce, so its Salesforce objects can be accessed through the Salesforce Objects connector when the user has the required API and object permissions.
Power BI Connector for Salesforce can also export accessible objects from custom apps and installed Salesforce packages.
AppExchange and 30-day trial:
https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577Docs:
https://metricasoftware.com/docs/salesforce/Cheers,
Metrica Team
