Getting your data from Salesforce to Power BI can be a pain. Managing pipelines for all your data sources just isn’t sustainable, but your reporting can’t be put on hold while you wait for IT or Engineering to get to your ticket.
With Panoply, you can eliminate that hassle—and all that wasted time. Set up code-free connections to both Salesforce and Power BI with just a few clicks. Then Panoply will automatically sync your data so it’s ready to analyze when you are.
It’s that simple: Unblock your data with Panoply.
Salesforce is a gold mine of marketing and sales data. With details about every lead, account, and deal your company has ever captured, Salesforce isn’t just a CRM—it’s a crucial source of insights for your organization. So what’s the problem? It’s simple: Salesforce’s built-in reporting can’t give you a competitive edge and building custom reporting within the CRM is often an exercise in frustration…especially if you want to augment Salesforce data with information from other platforms your company uses. What’s more, Salesforce’s data model is incredibly complex, requiring analysts to unravel the platform’s many related tables before even beginning to build insights. Thankfully, analysts can unlock their Salesforce data’s potential with Panoply. Code-free syncing and data warehousing makes centralizing the data simple so they can discover game-changing trends that move their business forward.
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Documentation
Salesforce Data Warehousing
Salesforce Business Intelligence
Microsoft Power BI is a data analytics and sharing platform that works on-premises or on the cloud. This industry-leading BI tool scales to fit small jobs or big enterprise datasets. With Power BI, developers can easily add custom interactive dashboards, visuals, and reports to their apps and websites. Its permissions function gives the right people the right access to your data. Power BI connects to hundreds of data sources and outputs to any device. Add even more power and speed to Power BI with the Panoply integration. The Panoply ETL tool saves data prep time and effort by automatically uploading, sorting, and storing all your source data in one place. This all-in-one ETL pipeline manages and continuously streams the entire data flow process from input to output.
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Documentation
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