Microsoft Power BI and Salesforce integration + automation

Microsoft Power BI and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Microsoft Power BI and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Popular Microsoft Power BI and Salesforce integrations

Uses

All

Category

Business Intelligence (BI)

Connector type

Tray Connector

Triggers

None

Operations

List push datasets DDL, List tables DDL, List push datasets, Create dataset in group, Create push dataset, Create rows in group, Delete dataset, Delete rows in group, List tables in group, List tables in group DDL

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

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Microsoft Power BI, + Salesforce

Rapid Power BI + Salesforce integrations

Build winning, data-driven sales practices and power rapid growth with Microsoft Power BI + Salesforce integrations on the low-code Tray Platform. Need Power BI + Salesforce connectors to build analytics-based sales practices and drive targeted customer engagement? Any business user can rapidly stand up custom integrations that equip sales teams with game-changing data visualizations and insights.

Our 100% visual, drag-and-drop builder makes it easy for you to bi-directionally sync Power BI + Salesforce with any data source, without relying on IT support. You can connect with flat files (such as CSVs), webhooks, email, FTP, spreadsheets, and all of your cloud-based tools (even using data within custom fields). Connect your entire tech stack to unlock the full value of your data and build sales practices that help you win more.

You can seamlessly sync robust customer data insights with highly efficient sales processes using powerful, multi-step Power BI + Salesforce automation. Design your own custom, automated workflows that flow up-to-date insights across sales teams to drive alignment, prompt rapid follow-ups with hot leads, and massively boost workplace productivity.

Popular Business Intelligence (BI) and Customer Relationship Management (CRM) Connectors

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Easy

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