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...
ReportMaster's avatar
ReportMaster
Icon for Post Partisan rankPost Partisan
2 years 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.