Integrate Salesforce
with Power BI
Data Solutions
Connect Salesforce with Power BI to enable comprehensive business reporting and data visualization using customer, sales, and operational records. KingswaySoft’s integration solution allows you to move structured data from Salesforce into Power BI-compatible sources, giving your teams access to up-to-date dashboards and analytics.
Sample Integration Use Case
Prepare Salesforce Data for Power BI Reporting
Your team uses Salesforce as your CRM platform and Power BI for executive reporting and business insights. You want to build dashboards that reflect real-time business performance using customer, lead, and opportunity data.
Developed for Complex Enterprise Workloads
Our Solutions Are Built to Support
Advanced Data Workflows Across Systems
Improve Access to Business Metrics
Extract key Salesforce data to deliver better visibility into pipeline, sales performance, and client activity.
Enable Visual Analysis for Better Decision-Making
Support informed decisions by bringing structured CRM records into Power BI’s analytics environment.
Aligned Data and Improved Workflows
Connect your CRM and reporting platforms to build timely and data-driven dashboards.
| Scenario | Data Movement | Business Outcomes |
|---|---|---|
| Export opportunity data | Salesforce → Power BI Source | Visualize pipeline and deal progression |
| Sync lead and account records | Salesforce → Power BI Source | Track lead generation and conversion trends |
| Monitor sales rep performance | Salesforce → Power BI Source | Generate reports for performance evaluation |
| Pull campaign metrics | Salesforce → Power BI Source | Measure ROI across marketing campaigns |
| Share client activity summaries | Salesforce → Power BI Source | Keep stakeholders informed with up-to-date dashboards |
System Compatibility
Integration Tools Built for Each System
Salesforce
Connect to standard and custom objects with full read/write capabilities using API-based access.
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Power BI
Deliver data to supported storage or database targets such as SQL Server or Azure for use in dashboards and reports.
Learn MoreAccess the full suite of KingswaySoft’s SSIS Integration Toolkits
and the SSIS Productivity Pack under a single commercial license.
Comprehensive Integration Solution
Using Our SSIS Ultimate Edition
Salesforce Integration Scenarios
View data integration scenarios supported by our solutions. Each example shows how our
components connect enterprise platforms and services to support practical business processes.
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Integrate Salesforce with Microsoft SharePoint
Integrate Salesforce with Microsoft Teams
Integrate Salesforce with WordPress
More Data Integration Use Cases
See more use cases across databases,
enterprise systems, and supported application platforms.
Database Connections
Directory Services
Dynamics 365
Dynamics GP
Dynamics SL
HubSpot
Marketo
NetSuite
Oracle CRM On Demand
Oracle Marketing Cloud
Project Server
QuickBooks
SAP
SharePoint
