使用 Power BI 连接到 SalesforceConnect to Salesforce with Power BI

你可以使用 Power BI 轻松连接到你的 Salesforce.com 帐户。With Power BI, you can easily connect to your Salesforce.com account. 创建此连接可检索你的数据,并自动提供基于数据的仪表板和相关报表。Creating this connection retrieves your data and automatically provides a dashboard and related reports based on your data.

连接到适用于 Power BI 的 Salesforce 内容包或阅读有关 Salesforce 与 Power BI 集成的更多信息。Connect to the Salesforce content pack for Power BI or read more about the Salesforce integration with Power BI.

连接方式How to Connect

  1. 选择左侧导航窗格底部的获取数据Select Get Data at the bottom of the left navigation pane.

  2. 服务框中,选择获取In the Services box, select Get.

  3. 单击 Salesforce,然后选择获取Click Salesforce and select Get.

  4. 选择登录启动登录流。Select Sign In to initiate the login flow.

  5. 出现提示时,输入你的 Salesforce 凭据。When prompted, enter your Salesforce credentials. 单击允许以便 Power BI 可以访问你的 Salesforce 基本信息和数据。Click Allow so Power BI can access your basic Salesforce information and data.

  6. 使用下拉列表选项,配置你想导入 Power BI 的内容:Configure what you'd like to import into Power BI using the dropdown option:

    • 仪表板Dashboard

      选择基于某一角色的预定义仪表板(例如销售经理)。Select a predefined dashboard based on a persona (such as Sales Manager). 这些仪表板从 Salesforce 中引入一组特定的标准数据,且不包括自定义字段。These dashboards bring in a specific set of standard data from Salesforce and will not include custom fields.

    • 报表Reports

      从你的 Salesforce 帐户中选择一个或多个自定义报表。Select one or more custom reports from your Salesforce account. 这些报表将与你在 Salesforce 中的视图相匹配,并且可以包含来自自定义字段或对象的数据。These reports will match your views in Salesforce and can include data from custom fields or objects.

      如果看不到任何报表,请在你的 Salesforce 帐户中添加或创建它们,然后再次尝试连接。If you don't see any reports, add or create them in your Salesforce account and try connecting again.

  7. 单击“连接”以开始导入过程。Click Connect to begin the import process. 导入过程中,你会看到显示导入正在进行的通知。During the import you see a notification showing the import is in progress. 导入完成后,你会看到其中有你的 Salesforce 数据的仪表板、报表和数据集,全都列在左侧导航窗格中。When the import is complete, you see a dashboard, report, and dataset for your Salesforce data listed in the navigation pane on the left.

你可以更改此仪表板,使其按你所需的方式显示数据。You can change this dashboard to display your data any way you want. 你可以通过问答提问 - 或者单击磁贴以打开基础报表并在仪表板中更改磁贴You can ask questions with Q&A - Or click a tile to open the underlying report and change the tiles in the dashboard.

下一步?What now?

系统要求System requirements

  • 与已启用 API 访问的 Salesforce 生产帐户连接Connected with a production Salesforce account that has API access enabled
  • 登录期间授予 Power BI 应用权限Permission granted to the Power BI app during log-in
  • 帐户具有足够可用的 API 调用,以拉取和刷新数据The account has sufficient API calls available to pull and refresh the data
  • 刷新操作需要有效的身份验证令牌。A valid authentication token is required for refresh. 确保你导入的 Salesforce 数据集在 5 个以下,因为 Salesforce 限制每个应用程序最多使用 5 个身份验证令牌Ensure you have 5 or less Salesforce data sets imported, as Salesforce has a limit of 5 authentication tokens per application

故障排除Troubleshooting

如果遇到任何错误,请查看上述要求。If you encounter any errors, please review the requirements above. 另请注意,当前不支持登录到自定义或沙盒域的功能。Also note the ability to login into a custom or sandbox domain is not currently supported.

后续步骤Next steps

Power BI 入门Get Started with Power BI

获取数据Get Data