Connect Salesforce to Power BI to Streamline Marketing Analytics

Seamlessly connect marketing data across all platforms with Improvado.

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What is Salesforce?

Salesforce is a powerful customer relationship management (CRM) platform that helps large enterprises manage their sales, marketing, and customer service processes. By leveraging Salesforce, companies can streamline operations, improve customer engagement, and drive revenue growth. Some of the key benefits of using Salesforce for enterprise organizations include better lead management, enhanced sales forecasting, and robust analytics and reporting capabilities.

What is Power BI?

Power BI is a business intelligence (BI) and data visualization tool that enables enterprise organizations to analyze and visualize their data, empowering them to make data-driven decisions. With Power BI, users can create interactive reports, dashboards, and data visualizations, making it easier to understand complex data sets and identify trends and patterns. Some benefits of using Power BI for large enterprises include simplified data analysis, seamless data integration, and advanced data modeling capabilities.

Connecting Salesforce to Power BI

Connecting Salesforce to Power BI can be done in a few different ways:

  • Using the native Salesforce connector in Power BI: This connector allows you to connect Power BI directly to your Salesforce instance and import data for analysis and visualization. This is a straightforward and easy-to-use option, but may have some limitations in terms of data granularity and customization.
  • Exporting data from Salesforce to CSV files: If you want more control over the data you import into Power BI, you can export Salesforce data to CSV files and then import them into Power BI. This method allows you to customize the data you want to analyze and visualize in Power BI, but can be time-consuming and require manual effort.
  • Using a third-party data connector: Several third-party tools can help you connect Salesforce to Power BI, offering more advanced data extraction and transformation capabilities. These tools can help automate the data import process and provide more flexibility in terms of data customization.
  • Utilizing Improvado for seamless data integration: Instead of using the above methods, you can leverage Improvado's advanced data extraction and transformation capabilities to load data from Salesforce to Power BI easily and efficiently. This solution offers a more scalable and customizable approach to connecting your marketing data sources to your BI and visualization platforms.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Free marketing stack analysis

Connecting Salesforce to Power BI with Improvado

Improvado is the best solution to connect Salesforce to Power BI for several reasons:

  • Scalability: Improvado is designed to handle large volumes of data, making it an ideal solution for enterprise organizations that need to process and analyze vast amounts of marketing data.
  • Customization: With Improvado, you can customize the data you import from Salesforce, allowing you to analyze and visualize the specific metrics and dimensions that matter most to your business. You can find a comprehensive list of available report types in the Improvado Data Dictionary.
  • High-quality customer support: Improvado offers exceptional customer support, with a dedicated team of experts available to help you with any issues or questions you may have during the data integration process.
  • Centralized marketing and sales data: By connecting Salesforce to Power BI through Improvado, you can centralize all your marketing and sales data in one place, making it easier to analyze and derive insights from your data.

Summary of connection Salesforce to Power BI

In summary, connecting Salesforce and Power BI is essential for enterprise organizations looking to gain a competitive edge through data-driven decision-making. By leveraging Improvado's advanced data extraction and transformation capabilities, you can seamlessly integrate your Salesforce data into Power BI, allowing you to visualize and analyze critical marketing and sales information. With benefits such as scalability, customization, high-quality customer support, and the ability to process large volumes of data, Improvado is the ideal solution for connecting your marketing data sources to your BI and visualization platforms. To learn more about how Improvado can help your business, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.
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