Forum Discussion

RFNW's avatar
RFNW
Regular Visitor
9 years ago

Live Streaming Salesforce Data into Power BI Dashboards

I'm exploring methods to do this. I'm trying to do the push data method: https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-walkthrough-push-data/
Though, I'm not sure how difficult this really is, especially with Salesforce. Do we have to write our own JSON script?

I also have an Azure Data Factory for Salesforce data, and I'm not sure if Stream Analytics can be incorporated with that (or used on its own for Salesforce data).

Thanks.

Nathan

3 Replies

  • Eric_Zhang's avatar
    Eric_Zhang
    Microsoft Employee
    9 years ago
    RFNW wrote:

    I'm exploring methods to do this. I'm trying to do the push data method: https://powerbi.microsoft.com/en-us/documentation/powerbi-developer-walkthrough-push-data/
    Though, I'm not sure how difficult this really is, especially with Salesforce. Do we have to write our own JSON script?

    I also have an Azure Data Factory for Salesforce data, and I'm not sure if Stream Analytics can be incorporated with that (or used on its own for Salesforce data).

    Thanks.

    Nathan

    RFNW

    With Stream Analytics, you can create streaming dataset and push data to the dataset. See Using Azure Stream Analytics to push data and Add Power BI output for Azure Stream Analytics.

  • ReportMaster's avatar
    ReportMaster
    Post Partisan
    1 year ago

    Hi RFNW as a workaround, maybe you can try to test your connection with a 3rd party connector, which pulls data directly from the SF objects API, letting you pull almost real time data from SF without any coding or technical skill from your part. I've tried windsor.ai, supermetrics and funnel.io. I stayed with windsor because it is much cheaper so just to let you know other options. In case you wonder, to make the connection first search for the Salesforce connector in the data sources list:

     

     

    After that, just grant access to your Salesforce account using your credentials, then on preview and destination page you will see a preview of your Salesforce fields:

     

     

    There just select the fields you need. It is also compatible with custom fields and custom objects, so you'll be able to export them through windsor.  Finally, just select PBI as your data destination and finally just copy and paste the url on PBI --> Get Data --> Web --> Paste the url. 

     

  • metrica's avatar
    metrica
    Post Prodigy
    27 days ago

    Hi RFNW,

     

    For true event streaming, Salesforce changes can be published through Change Data Capture or Platform Events. A subscriber using the Salesforce Pub/Sub API must then forward those events to a platform such as Azure Event Hubs or Fabric Eventstream.

     

    Power BI Connector for Salesforce supports scheduled and incremental refresh, not event streaming. It is suitable when periodic data updates are sufficient.

     

    AppExchange and 30-day free trial:
    https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

     

    Docs and support:
    https://metricasoftware.com/docs/salesforce/
    https://metricasoftware.com/docs/salesforce/contact-support/

     

    Cheers,
    Metrica Team