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Microsoft Power BI + Salesforce
Integration + Automation
The Tray Platform’s flexible, low-code platform enables anyone to easily integrate every app in their stack so they can automate any business process. Start innovating today.
On-demand demo
Microsoft Power BI and Salesforce Solutions
Uses
All, Marketing, Sales
Business professionals that want to integrate Microsoft Power BI with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.
Integrate with any app with our unique Universal Connector
Easily use our drag-and-drop workflow builder
Receive hands-on Microsoft Power BI support for ensured success
By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Microsoft Power BI
Connection Type
Tray Connector
Triggers
Manual
Scheduled
Webhook
Operations
Create push dataset
Delete dataset
List push datasets
Push rows
Salesforce
Connection Type
Tray Connector
Triggers
On Custom Workflow Formula (advanced)
On Outbound Message (Advanced)
On Record Create
On Record Create or Update
On Record Field Change
Operations
On Custom Workflow Formula (advanced)
On Outbound Message (Advanced)
On Record Create
On Record Create or Update
On Record Field Change
