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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.
Description
REDA AI serves as a customizable AI agent platform designed specifically for organizations using Salesforce. It enables teams to anchor agents in their business intelligence and Salesforce data, define allowable tools and actions, and implement assistants as Salesforce copilots, which can catalog recommendations, automate processes, utilize APIs, and enhance experiences for both customers and partners. Users are able to access these agents through various channels, including Claude and specific web or portal interfaces. Teams have the flexibility to configure channel access and workflow behaviors, with options to require human review or approval prior to the execution of actions. All provider keys are securely stored within the organization's Salesforce credential store, ensuring that customer data is not leveraged for training purposes. Organizations have the choice to utilize either their own supported AI provider or REDA-funded credits for services. Pricing plans are structured on a per-Salesforce organization basis instead of a per-user model, and a three-month trial period is offered for evaluation. This versatility in deployment and configuration allows organizations to tailor their AI experiences effectively.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Salesforce
Yes
Anthropic
No
Claude
No
DeepSeek
No
Gemini
No
LabInsu
Yes
Microsoft Power BI
Yes
Model Context Protocol (MCP)
No
OpenAI
No
WhatsApp
No
Integrations
Salesforce
Yes
Anthropic
Yes
Claude
Yes
DeepSeek
Yes
Gemini
Yes
LabInsu
No
Microsoft Power BI
No
Model Context Protocol (MCP)
Yes
OpenAI
Yes
WhatsApp
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$500/org/month
Starter with your own AI account is $500 per Salesforce org per month, billed annually on a 12-month commitment; provider usage is billed separately. AI-included plans start at $1,250 per org per month, billed annually. A free tier is available for three months. Taxes may apply.
Free Trial
Yes
Free Version
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
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)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Metrica Software
Founded
2025
Country
United States
Website
metricasoftware.com
Vendor Details
Company Name
REDA One
Founded
2014
Country
United States
Website
redaone.ai