Power BI & Salesforce

Integration Services

Salesforce and Power BI Integration Services
Salesforce and Power BI Integration Services

Power BI is an excellent tool for advanced data analytics and visualization, especially when integrated with Salesforce. By using Power BI, you can create deeper insights and interactive dashboards that go beyond Salesforce’s native reporting capabilities.

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Smartbridge's Power BI & Salesforce Services:

Integration: Blend Salesforce data with other sources like Excel, databases, or other cloud apps to get a 360-degree view.

Advanced Visualization: Get more flexibility through Power BI with custom visuals, slicers, and interactivity that help make complex data easier to understand.

Data Model Flexibility: Smartbridge experts can extract far more sophisticated data modeling out of Power BI, transforming raw Salesforce data into meaningful insights by creating relationships between data tables, calculating new metrics, and applying custom filters.

Scalability: If your organization has a large volume of Salesforce data or complex reporting needs, Power BI’s capacity to handle large datasets is a major advantage.

Distribution: Sharable reports & dashboards can be embedded in Salesforce for seamless access or shared via Power BI service for wider distribution.

AI & Insights: Optionally, our AI and data science team can incorporate the AI-driven features of Power BI, such as Q&A, where users can ask natural language questions about the data, and ‘Key Influencers’ that help discover patterns in your Salesforce data.

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An example of Power BI in Salesforce
An Example of Power BI inside Salesforce

Power BI integration with Salesforce is straightforward, but it does require a bit of setup to ensure you’re connecting the right data securely. Depending on your existing analytics infrastructure, Power BI could give you that next level of flexibility and insight. Not sure if your organization is ready for a flawless advantage analytics strategy? Talk to Smartbridge!

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Smartbridge is your trusted advisor for Power BI strategy, integration and maintenance.