Connect Salesforce and NetSuite Data to Power BI with Ease

To make the right decisions when data is updating ever faster, you need a complete and up-to-date view of your organization. For many businesses, that means bringing together data from Salesforce (sales and CRM insights) and NetSuite (financial and transactional data) into a unified dashboard in Power BI.

But here’s the challenge: native connectors often fall short in delivering real-time data, and building your own integration can be a time-intensive and complex process. This is where CData Connect Cloud comes in, providing a seamless, real-time connection between your business-critical systems and Power BI—no coding required.

The challenge: fragmented data, manual workflows, and limited options

Connecting Salesforce and NetSuite to Power BI may sound straightforward, but users frequently encounter these common obstacles:

• Limited Native Connectors: While basic connectors exist, they often lack flexibility, real-time updates, and advanced functionality—resulting in frustration and delays.
• Manual Processes: Without seamless integration, users spend hours downloading, manipulating, and reuploading data to Power BI, a process prone to errors and inefficiency.
• Expensive Custom Solutions: Building and maintaining in-house pipelines to bridge Salesforce, NetSuite, and Power BI is costly and requires specialized expertise, making it impractical for many teams.

These challenges can prevent teams from getting the real-time, unified insights they need to make confident decisions—slowing growth and missing opportunities.

The solution: set up real-time connections with CData Connect Cloud

CData Connect Cloud removes these barriers by offering high-quality, real-time connectors for Salesforce, NetSuite, and Power BI. Whether you're a data analyst, finance manager, or business leader, you can set up live connections in minutes—no technical skills required.

Why choose CData Connect Cloud?

• Real-time updates: As transactions occur in NetSuite or leads and deals are updated in Salesforce, your Power BI dashboards refresh instantly, ensuring you always work with the latest data.
• Simple, no-code setup: CData’s user-friendly interface makes creating connections a breeze—even for non-technical users.
• Broad compatibility: Connect Cloud supports 250+ data sources, enabling you to consolidate more data into Power BI for a single source of truth.
• Secure and reliable: Built on enterprise-grade technology, CData ensures secure, compliant data access with industry-leading reliability.

Example use case: A unified sales and finance dashboard

A fast-growing global legal advocacy group using Salesforce for CRM, NetSuite for financial management, and other planning sources was facing challenges managing and analyzing data across its diverse stack.

With CData Connect Cloud, the company can connect all systems to Power BI, creating a real-time dashboard that:

• Consolidated insights: Created one source of truth location in Power BI to reference across data.
• Improved data governance: Added a data management layer in Connect Cloud to view and share data access.
• Accelerated reporting: Reduced the time to insight when business units requested dashboards or reports to make decisions.

By adopting Connect Cloud, in their own words, the group was able to “improve efficiency, enhance decision making, increase productivity, strengthen data security, and scale vertically and horizontally.”

Start connecting data today

Unlock seamless access to your data systems in your favorite BI & analytics platform like Power BI. With CData Connect Cloud, you can bring your Salesforce, NetSuite, and Power BI data together effortlessly, empowering your team with real-time insights to make decisions based on the whole picture.

Start your free trial today to explore how CData Connect Cloud can automate your workflows and supercharge your analytics.