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Microsoft Power BI and Salesforce.
A more connected handoff.

Give Nine access to Microsoft Power BI and Salesforce and delegate work across the connected tools. You choose the accounts and actions it can use.

Microsoft Power BISalesforce
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Microsoft Power BI

Find the reporting context

  • Read reports and dashboards

    Discover workspaces, reports, pages, dashboard tiles, and datasets for the question at hand.

  • Query the underlying data

    Run supported dataset and DAX queries to prepare a specific business summary.

  • Check whether the data is current

    Retrieve refresh history, execution details, schedules, and data-source information.

Maintain reporting work

  • Refresh and organise reports

    Trigger supported dataset refreshes, clone reports, and maintain dashboards or workspaces.

  • Track business goals

    Work with scorecards, goal values, and related notes to keep performance updates useful.

Salesforce

Read the customer picture

  • Find records and their relationships

    Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.

  • Pull reporting context

    Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.

Keep CRM work moving

  • Maintain records and next steps

    Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.

  • Handle larger record updates

    Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.

  • Work with your custom CRM structure

    Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.

Connect the context. Agree the handoff.

Microsoft Power BI

Connect your Microsoft Power BI account during onboarding and choose the workspace, reporting, and dataset actions Nine can use.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Microsoft Power BI and Salesforce?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.