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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.

Microsoft PowerBI
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Integrations

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.

Microsoft Power BI and Salesforce Connector Details

Microsoft PowerBI

Microsoft Power BI

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UsesAll
CategoryBusiness Intelligence (BI)
Connector TypeTray Connector
Operations
List push datasetsCreate dataset in groupCreate push datasetCreate rows in groupDelete datasetDelete rows in groupList tables in groupPush rowsRaw HTTP request (advanced)Update table in group
View documentation
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Salesforce

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UsesSales, Marketing, All
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
View documentation

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Senior Director Growth, New Relic
New Relic

Tray is the leading AI ready integration and automation platform

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