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jw95's avatar
jw95
New Member
7 years ago

How do I connect SalesforceIQ to Power BI

Hi all,   I am new to PowerBI.  My company is using SalesforceIQ, not Salesforce Cloud, as CRM tool. Every month, I export data from SalesforceIQ to Excel, manipulate/edit the data, and then analys...
Need Help
Anonymous's avatar
Anonymous
Not applicable
7 years ago

jw95,

Based on my research, SalesforceIQ provides REST API to get data. You can directly connect to SaleforceIQ in the web connector or define the connection strings in a blank query. For mode details, please check the examples in the following blog and similar thread.

http://angryanalyticsblog.azurewebsites.net/index.php/2016/05/16/api-strategies-with-power-bi/
https://community.powerbi.com/t5/Desktop/Connect-Power-BI-Desktop-to-insightly/td-p/209079

Regards,
Lydia

jw95's avatar
jw95
New Member
7 years ago

Hi Lydia,

 

Thank you so much for the response. I have zero knowledge in API and I tried to go throught the blog you sent. I do not understand most of it, so could not work out how to connect them. However, that does not mean your suggestion does not work. The problem lies on me as I need to research and learn more on API.

 

Cheers,

Jeffrey