Import Salesforce CRM Analytics Data into the Power BI Service for Visualizations

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to Salesforce CRM Analytics data for visualizations, dashboards, and more. This article shows how to connect to Salesforce CRM Analytics in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Salesforce CRM Analytics data in the Power BI service.

Configure Salesforce CRM Analytics Connectivity for Power BI Service

Connectivity to Salesforce CRM Analytics from Power BI Service is made possible through CData Connect AI. To work with Salesforce CRM Analytics data from Power BI Service, we start by creating and configuring a Salesforce CRM Analytics connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Salesforce CRM Analytics" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Salesforce CRM Analytics.

   Salesforce CRM Analytics uses the OAuth 2 authentication standard. Obtain the OAuthClientId and OAuthClientSecret by registering an app with Salesforce CRM Analytics.

   See the Getting Started section of the Help documentation for an authentication guide.

   Multi-Factor Authentication (MFA)

   If the connected Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies alongside the standard OAuth flow.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Salesforce CRM Analytics Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Salesforce CRM Analytics data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Salesforce CRM Analytics in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect AI account
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your Salesforce CRM Analytics data from Power BI

6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Salesforce CRM Analytics Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report.
5. Choose fields and visualizations to add to your report.

Live Access to Salesforce CRM Analytics Data from Cloud Applications

Now you have a direct connection to live Salesforce CRM Analytics data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Salesforce CRM Analytics data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.