Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

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

Product Features

Product Features

Alternatives

Alternatives

Impowr Reviews

Impowr

Proven Works
Glean Reviews

Glean

Glean Technologies