https://store-images.s-microsoft.com/image/apps.15401.597b36a1-f750-43fd-b09c-4e063be42ba2.0a461df8-22a0-40d6-b783-13bb07907e79.f7bf8275-88f4-4d08-ba47-f2e432d373d8

Salesforce To Power BI Connector

by Vidi Corp LTD

Salesforce To Power BI Connector

The Salesforce connector by Vidi solves multiple problems.


1. Allows you to overcome 2000 rows limitation imposed by the native connector

2. You don’t have to use Salesforce Objects connector which can be slow and has 100+ tables.

3. Supports Direct Query connectivity


How to connect Salesforce to Power BI


  1. You can extract data from the Salesforce Report API in chunks using any coding language.(We mainly use Python in Vidi)
  2. Pasting the data into a database (we mainly use Azure SQL Server)
  3. Scheduling your data refresh (we mainly use Azure Cloud Functions)
Here is a video demo of how this process works: https://www.youtube.com/watch?v=_c0Rrg690nw

Your Azure SQL database can then be connected to Power BI and become a data source for your reports.


We employed this approach while building a Salesforce dashboard in Power BI for the global head of marketing at a public company. They had their data in 7 different Salesforce reports which we extracted using the method described above.


CONTACT US TO GET THIS SOLUTION

At a glance

https://store-images.s-microsoft.com/image/apps.10850.597b36a1-f750-43fd-b09c-4e063be42ba2.0a461df8-22a0-40d6-b783-13bb07907e79.0ddaf99c-2693-4963-afa5-90792214dfc4
https://store-images.s-microsoft.com/image/apps.46872.597b36a1-f750-43fd-b09c-4e063be42ba2.0a461df8-22a0-40d6-b783-13bb07907e79.ac8c1f7a-f9af-4f53-9cbd-dfc398cba6a1
https://store-images.s-microsoft.com/image/apps.19549.597b36a1-f750-43fd-b09c-4e063be42ba2.0a461df8-22a0-40d6-b783-13bb07907e79.61f04419-7601-4ff9-893b-30fb50542d8e