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features
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support

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Write a Review

Description

Your enterprise relies on immediate data from its backend infrastructures to provide actionable insights and foster growth. The CData Power BI Connectors serve as an essential component in optimizing your data value chain. These connectors present the quickest and simplest approach to linking Power BI with over 250 enterprise data sources, allowing you to harness the full potential of Power BI for comprehensive data analysis. With ease, you can connect Microsoft Power BI to live data from accounting, CRM, ERP, marketing automation, as well as both on-premise and cloud-based systems for real-time visual analytics and reporting. Numerous popular data sources are supported by Power BI connectors, such as: - Microsoft Dynamics CRM - MongoDB - NetSuite - QuickBooks - Sage Intacct - Salesforce - SAP - SharePoint - Snowflake - And over 200 additional sources! Furthermore, the CData Connectors enhance query speed and performance with advanced features like DirectQuery and QueryPushdown, ensuring that your data analysis is both efficient and effective. These capabilities empower businesses to make more informed decisions based on the latest available information.

Description

The Metrica Power BI Connector for Salesforce serves as a crucial tool that facilitates the seamless integration of Microsoft Power BI with Salesforce, enhancing the capabilities for reporting and analytics. It empowers analytics teams to effortlessly access both standard and custom Salesforce data without the need for laborious manual exports or custom integration setups. This connector is specifically tailored for business intelligence teams that rely on Salesforce as their primary operational system and utilize Power BI for their analytical needs. It efficiently handles large volumes of data, intricate relationships between various objects, and adjustments in schema, all while ensuring consistent data availability for production-level reporting. Through the Metrica Power BI Connector for Salesforce, organizations can create insightful Power BI dashboards focused on sales pipeline evaluation, revenue tracking, and operational performance metrics derived from Salesforce information. Furthermore, it adheres to Salesforce's permission models, which aids in maintaining secure and controlled access to vital CRM data, ensuring that sensitive information is only available to authorized personnel. As a result, this connector not only streamlines data management but also enhances decision-making processes across the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Salesforce Yes 
LabInsu No 
Microsoft Dynamics 365 Yes 
Microsoft Power BI No 
Microsoft SharePoint Yes 
MongoDB Yes 
NetSuite Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP CRM Yes 
SAP ERP Yes 
Sage Intacct Yes 
Snowflake Yes 

Integrations

Salesforce Yes 
LabInsu Yes 
Microsoft Dynamics 365 No 
Microsoft Power BI Yes 
Microsoft SharePoint No 
MongoDB No 
NetSuite No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP CRM No 
SAP ERP No 
Sage Intacct No 
Snowflake No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CData Software

Country

United States

Website

cdata.com

Vendor Details

Company Name

Metrica Software

Founded

2025

Country

United States

Website

metricasoftware.com

Product Features

Data Analysis

Data Discovery No 
Data Visualization No 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Product Features

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