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Hi all, at one of my former employers I spent considerable time to create a custom Power BI report that connected to the Salesforce API. I have found that others in my industry would also benefit from that report. I'll try to request a copy from my former employer, so a few questions:
Thanks for any insights you can provide!
Brian
Hi @brk
You can create a power bi template.
Please refer to the linked documentation :
https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-templates
and videos :
https://www.youtube.com/watch?v=x1MOX7GSx9g
https://www.youtube.com/watch?v=lZXhtyszO-8
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.
Great thanks, that answers questions 1 & 2 I believe, how about 3 & 4?
Hi @brk
I must admit that this is an area I'm less familiar with, as my expertise lies in analytics and visualization. However, it sounds like you're referring to pipeline management.
Try to check the links :
https://www.youtube.com/watch?v=VjJykh3FeIo