Sync Microsoft Power BI to Salesforce

Connect to Salesforce (and your Sandboxes) and bring all your customer data from your data warehouse into the hands of your sales & success teams. With Census, the data isn't just imported once, it's kept in sync forever. No engineering favors or messing with CSV files required.

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Integration in Four Steps

Step 1: Connect

Step 2: Connect Salesforce as a destination

Use an OAuth log-in flow to connect Census to Salesforce directly via the Census Connections page.

Step 3: Define the core data that matters for your business

Step 4: Schedule your sync

Choose your sync frequency with options to transfer data continuously, on a schedule, or triggered via our API.

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Where can you sync your in Salesforce?

Salesforce Object

We support every object in Salesforce including custom objects. Contact us to learn more!

API Docs Description

Account

Represents an individual account, which is an organization or person involved in the business like customers, competitors, partners, etc. Use this object to manage accounts in your organization.

API Docs Description

Account History

Represents the history of changes to the values in the fields of an account. Use this object to identify changes to an account.

API Docs Description

Asset

Represents an item of commercial value, such as a product sold by the company or a competitor that a customer has purchased and installed. This object is used to track assets previously sold into customer accounts. With asset tracking, a client application can quickly determine which products were previously sold or are currently installed at a specific account.

API Docs Description

Case

Represents a case, which is a customer issue or problem. Use the case object to manage cases for your organization.

API Docs Description

Contact

Represents a contact, which is an individual associated with an account. This object is used to manage individuals who are associated with an Account in the organization.

API Docs Description

Domain

Read-only object that represents a custom Web address assigned to a site in your organization. This read-only object is used to object to query the domains that are associated with each website in your organization.

API Docs Description

User

Represents a user in the organization. This object is used to query information about users and also helps to provide and modify the information concerning the users.

API Docs Description

A single source of truth in all your tools

Census is the easiest way to share a consistent view of your data across your entire business. Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.

  • Create trust in consistent metrics
  • Automate confidently with clean data
  • Simplify your data integration strategy
  • Improve data security and visibility

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bill
health-union
algolia
mixpanel
drizly
invision
rippling
Zip logo
figs

Advantages of Census

Build once. Reuse everywhere.

Once you define your models in dbt or in Census, you can sync them to all of the tools, so every team is using the same data to achieve their goals.

No more CSV files & Python scripts

Focus on building a data stack and improving data quality, not writing custom code to integrate with Sales & Marketing tools. Census takes care of getting the data into the hands of your business team. No Engineering favors required.

It just works. At scale.

Whether you sync 100 records or 100 million, we will keep your data in sync across your warehouse and your business tools. Census automatically navigates API failures and monitoring keeps you aware of worst case scenarios.

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Data Activation Use Cases

Syncing from

Now you can use the data in for more than just analytics and BI. With Amazon you can operationalize your data across your entire customer data stack.

Learn how to use Census with 👉 our docs

Syncing to Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) application. Salesforce allows you to connect with your customers and unlock business opportunities throughout the entire sales cycle, from the moment a lead expresses interest to the renewal stage and beyond. This CRM offers all of the features you need to improve engagement and better connect with your customers, partners, and potential customers. There are several ways to build these important relationships, such as viewing your leads, opportunities, accounts, any associated revenues, more.

Learn how to use Census with 👉 our Salesforce docs

Census connects to and syncs data to Salesforce. With 200+ integrations (and counting!) and transparent pricing, it's never been easier to start operationalizing your data. This is what we like to call Reverse ETL.