

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Unify Salesforce data with Microsoft Power BI dashboards to visualize sales performance and customer insights. Latenode's visual editor simplifies complex data flows while its affordable execution-based pricing optimizes cost. Bring crucial metrics into focus.
Connect Salesforce and Microsoft Power BI in minutes with Latenode.
Create Salesforce to Microsoft Power BI workflow
Start for free
Automate your workflow
Swap Apps
Salesforce
Microsoft Power BI
No credit card needed
Without restriction
Create a New Scenario to Connect Salesforce and Microsoft Power BI
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Salesforce, triggered by another scenario, or executed manually (for testing purposes). In most cases, Salesforce or Microsoft Power BI will be your first step. To do this, click "Choose an app," find Salesforce or Microsoft Power BI, and select the appropriate trigger to start the scenario.
Add the Salesforce Node
Select the Salesforce node from the app selection panel on the right.
Salesforce
Configure the Salesforce
Click on the Salesforce node to configure it. You can modify the Salesforce URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft Power BI Node
Next, click the plus (+) icon on the Salesforce node, select Microsoft Power BI from the list of available apps, and choose the action you need from the list of nodes within Microsoft Power BI.
Salesforce
β
Microsoft Power BI
Authenticate Microsoft Power BI
Now, click the Microsoft Power BI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Power BI settings. Authentication allows you to use Microsoft Power BI through Latenode.
Configure the Salesforce and Microsoft Power BI Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Salesforce and Microsoft Power BI Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
Microsoft Power BI
Trigger on Webhook
β
Salesforce
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Salesforce, Microsoft Power BI, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Salesforce and Microsoft Power BI integration works as expected. Depending on your setup, data should flow between Salesforce and Microsoft Power BI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Salesforce + Microsoft Power BI + Slack: When a new record is created in Salesforce, Power BI gets the dataset and sends a message to Slack about the new Salesforce record.
Microsoft Power BI + Google Sheets + Salesforce: Export a Power BI report to Google Sheets and then update a corresponding record in Salesforce with data from the Google Sheet.
About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
Similar apps
Related categories
About Microsoft Power BI
Use Power BI in Latenode to automate report generation and data analysis. Trigger report refreshes based on real-time events, then use Latenode to share insights across your team via Slack, email, or other apps. Automate your analytics pipeline and react faster, without manual Power BI updates. Latenode adds scheduling and distribution.
Related categories
How can I connect my Salesforce account to Microsoft Power BI using Latenode?
To connect your Salesforce account to Microsoft Power BI on Latenode, follow these steps:
Can I automatically update Power BI dashboards based on Salesforce data?
Yes, you can! Latenode enables real-time updates from Salesforce to Microsoft Power BI, ensuring your dashboards reflect the latest sales and customer insights. Leverage our visual editor to build advanced no-code workflows.
What types of tasks can I perform by integrating Salesforce with Microsoft Power BI?
Integrating Salesforce with Microsoft Power BI allows you to perform various tasks, including:
How do I handle large Salesforce datasets within Latenode workflows?
Latenode's architecture is designed for scalability. You can efficiently process large datasets using JavaScript blocks for advanced data transformation and manipulation.
Are there any limitations to the Salesforce and Microsoft Power BI integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: