Analytics • Databases

Power BI and Salesforce integration

Q: Why is Albato the best alternative to Zapier for integrating Power BI and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Power BI and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Power BI and Salesforce, Albato is the way to go!

Albato simplifies the integration between Power BI and Salesforce, empowering users to connect and automate their workflows efficiently. Albato is an innovative platform that enables quick and straightforward integrations between a diverse range of applications. Its no-code automation builder allows for the creation of workflows that automate tasks based on specific triggers (events that initiate automation) and actions (tasks carried out in response to a trigger), all without needing deep technical know-how. For example, you can integrate Salesforce and Power BI through Albato by setting up an automation where a "New Opportunity" trigger in Salesforce (trigger) results in "Insert rows" action in Power BI (action). This integration ensures that every time a new opportunity is created in Salesforce, the relevant data is automatically added to a Power BI report, enabling real-time data analysis and insights. This seamless connection between Salesforce and Power BI through Albato enhances data-driven decision-making and streamlines reporting processes.

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How Albato works

With Albato, you can easily integrate Salesforce with Power BI using an intuitive no-code builder. Whether you want to sync Salesforce with Power BI or connect Salesforce to Power BI, our platform makes it simple.

How to Connect Power BI to Salesforce

Create powerful Power BI integration with Salesforce in just a few simple steps.

STEP 1

Connect Power BI to Salesforce

To connect Salesforce to Power BI, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Power BI with Salesforce with just a few clicks!

Power BI

Select a Trigger

STEP 2

Create workflow for Salesforce and Power BI integration

Decide what happens when you sync Power BI with Salesforce—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Power BI with Salesforce data

Select which data to transfer when you integrate Salesforce with Power BI—customize how your apps exchange information.

Synс data

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Triggers and actions for Salesforce and Power BI integration

In Power BI and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

Triggers 7

Update record

Triggers

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Delete record

Triggers

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Actions 25

Insert rows

Actions

Try Power BI integrations!

Create a record

Actions

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Update a record

Actions

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Make your integration smarter with AI

Enhance your Salesforce and Power BI integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

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Connect Power BI to Salesforce to link essential parts of your business

When you connect Power BI to Salesforce, you can automate processes for any business size or industry. Here's how different companies integrate Power BI with Salesforce using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Salesforce integration with Power BI

Power BI

Integrate Power BI with Albato to unlock the full potential of your data analytics and visualization. With Albato's robust API, Power BI can be seamlessly connected to over 600 popular applications, including Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. This integration empowers users to automate the insertion of rows into Power BI datasets from a myriad of web applications, ensuring real-time data synchronization and enhanced analytical insights. By integrating Power BI with these platforms, organizations can effortlessly consolidate data, streamline workflows, and make informed, data-driven decisions with greater efficiency.

Salesforce

Leverage Albato to integrate Salesforce with over 600 popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce to Power BI

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Frequently asked questions about Power BI and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Power BI and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Power BI and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Power BI and Salesforce, Albato is the way to go!

Does Power BI integrate with Salesforce on the free plan?

Yes, you can integrate Power BI with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and Power BI integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Power BI Salesforce integration at no cost.

How to connect Salesforce to Power BI for scheduled syncs?

To sync Salesforce with Power BI on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Power BI integration with Salesforce seamless and tailored to your specific needs.

Does Power BI integrate with Salesforce in real time?

Yes, Power BI integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Power BI integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Power BI and Salesforce integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with Power BI, ensuring your workflows operate according to your requirements.

How to connect Power BI to Salesforce?

Setting up an integration between Power BI and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Power BI and Salesforce from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Power BI (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Power BI and Salesforce, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Power BI and Salesforce, automating your workflows and saving you time.

How to connect Power BI to Salesforce to sync historical data?

To sync Power BI with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with Power BI, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Salesforce to Power BI for two-way synchronization?

To integrate Salesforce with Power BI for two-way synchronization, Albato uses a system of triggers and actions. You can link Power BI to Salesforce by setting up two separate automations. The first automation sent data from Power BI to Salesforce. For instance, when a record is created or updated in Power BI, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating Power BI when changes occur in Salesforce.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce Power BI integration and keeps your data consistent across both platforms.

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Power BI and Salesforce integration

Trusted by over 110,000 users

How Albato works

How to Connect Power BI to Salesforce

Connect Power BI to Salesforce

Create workflow for Salesforce and Power BI integration

Sync Power BI with Salesforce data

Integrate Power BI with Salesforce now!

Triggers and actions for Salesforce and Power BI integration

Update record

Delete record

Insert rows

Create a record

Update a record

Make your integration smarter with AI

Start with Power BI and Salesforce integration templates!

Integrate Salesforce with Power BI to harness the power of automation!

Connect Power BI to Salesforce to link essential parts of your business

Never miss a lead or deal again!

Salesforce integration with Power BI

Power BI

Salesforce

Learn how to connect Salesforce to Power BI

Best iPaaS Alternative for Workato Integrations | Albato

Frequently asked questions about Power BI and Salesforce Integration

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