Forum Discussion
Power BI to Salesforce Case Object
Hello,
I have created a dashboard on P BI while using Salesforce Case object. I would like to enable the end user to click on the Case ID directly on Power BI and direct the user to Salesforce Lightning to the corresponding case. Is this link building possible ? Could you please support me on this regard ?
Also I have added an example screenshot below, either clicking the Id or CaseNumber, user will be directed to SF page.
Thank you so much in advnace 🙂
Hi Anonymous
I don't know if you want a link to a web or if this saleforce case is a report page
If it's a web url, you can use a combination of button and measure to achieve a dynamic url. Creating a measure must in the desktop and republish.
If the saleforce case in the report. You can use Drill through.
https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-cross-report-drill-through
Best Regards
Community Support Team _ chenwu zhu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
1 Reply
- v-chenwuz-msft
Community Support
Hi Anonymous
I don't know if you want a link to a web or if this saleforce case is a report page
If it's a web url, you can use a combination of button and measure to achieve a dynamic url. Creating a measure must in the desktop and republish.
If the saleforce case in the report. You can use Drill through.
https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-cross-report-drill-through
Best Regards
Community Support Team _ chenwu zhu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.