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Hi,
We are constructing dashboards in Power BI (PBI), for information from our operational systems and as part of the requiremet we would like that information to flow from Power BI into Salesforce. We know that there is a connector from Salesforce up to Power BI to link easily data in Salesforce to create tables in PBI. We are wondering about the best way to have data flowing the other way, from PBI to SF in an automated way? Has anybody done this and if yes what are the steps to follow?
Thanks in advance.
Solved! Go to Solution.
no, PBI is not tool to make data flow from PBI to SFDC. You can make PBI dashboards and embed it in to SFDC UI (as iframe). You can use PBI to transfer data from SFDC to PBI Dashboard, but not in oposite way.
PBI is reporting and analytic tool, not integration tool. You must use another tool, like MS SSIS or maybe MS PowerAutomate, to integrate data.
no, PBI is not tool to make data flow from PBI to SFDC. You can make PBI dashboards and embed it in to SFDC UI (as iframe). You can use PBI to transfer data from SFDC to PBI Dashboard, but not in oposite way.
PBI is reporting and analytic tool, not integration tool. You must use another tool, like MS SSIS or maybe MS PowerAutomate, to integrate data.