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15 Years of Proven Expertise in Salesforce Consulting for 350+ Delighted Clients.

dgt27 is trusted by 350+ clients across
12 industries worldwide.

15 Years of Proven
Expertise in Salesforce
Consulting with 50+
Certified Developers.

Salesforce Proven Expertise Logo

50%

Sales velocity up 50% with Salesforce integration that automates lead routing and data sync.

Tech

35%

Client revenue per rep up 20% through targeted workflows and connected Salesforce data.

Financial Services

30%

Annual gifts up 30% when donors, campaigns, and NPSP sync seamlessly within Salesforce.

Nonprofit

25%

Ops costs down 25% with custom Salesforce integrations designed by our certified consultants.

Cross-Industry

18%

Gross margin lift and stockouts down 18% through ERP and inventory data sync.

Manufacturing & Industrial

30%

Data accuracy up 30% and claim denials down 12% using secure, PHI-compliant Salesforce integration.

Healthcare & Life Sciences

22%

Enrollment conversion up 22% after connecting CRM and LMS events for smarter tracking.

Education & EdTech

38%

Online sales up 38% by syncing customer segments and order data directly into Salesforce.

Retail & E-commerce

Proven Industry Leadership

Why Choose dgt27 for Your Power BI Salesforce Integration?

Real-Time Data Visualization

Our Power BI Salesforce integration ensures your CRM data is securely and continuously synced with Power BI. Teams gain access to dynamic dashboards that simplify complex datasets into actionable insights.

Advanced Reporting & Analytics

Transform raw Salesforce data into digestible, insightful charts and reports. dgt27 helps you build customized Power BI visualizations that align with your business metrics and KPIs.

Improved Sales & Marketing Intelligence

Track lead conversion, opportunity stages, revenue forecasts, and campaign impact—all in one view. With Power BI integrated into your Salesforce workflows, decision-makers gain clarity across departments.

Seamless & Secure Setup

From standard connectors to custom APIs, our experts ensure secure and scalable data pipelines between Salesforce and Power BI. We handle user permissions, data modeling, and performance optimization.

WHAT WE DO

Our Power BI Salesforce Integration Services

Api Integration

Power BI Connector Configuration

We configure and customize Power BI’s native Salesforce connector or set up REST API access for greater control over data filters and refresh schedules.

Planning & Requirement Analysis

Custom Dashboard Development

Our team builds intuitive Power BI dashboards tailored to your Salesforce structure—covering leads, opportunities, campaigns, and customer service data.

Continuous Support and Training

Data Modeling & Transformation

We clean, map, and normalize Salesforce datasets to prepare them for effective reporting, ensuring accurate and trustworthy insights.

Api Integration

Performance Optimization & Support

dgt27 provides ongoing monitoring, dashboard refinement, and query optimization for consistent performance across your organization.

Why Choose dgt27 for Your Salesforce Integration

Why dgt27?

Why dgt27 Stands Out?

Experience seamless data storytelling with Power BI Salesforce integration, implemented by dgt27—your trusted partner in advanced CRM analytics. We connect Salesforce with Power BI to help your teams visualize KPIs, uncover trends, and drive strategic decisions with accurate and real-time data.

  • Expertise You Can Trust

    Business-Centric Approach

    We focus on aligning Salesforce analytics with your core goals, helping every department make smarter, data-driven decisions.

  • Comprehensive End-to-End Delivery

    Expertise in BI and CRM

    Our team combines Salesforce proficiency with Power BI mastery to deliver fast, reliable integrations.

  • Flexible & Scalable Solutions

    Secure & Compliant

    We follow best practices for data governance, ensuring GDPR and enterprise compliance from setup to scaling.

Frequently Asked Questions

Frequently Asked Questions

Power BI uses a native connector or REST APIs to pull data from Salesforce objects. This data is then visualized using custom dashboards in Power BI.

While the standard connector is simple, custom API setups and advanced dashboards require technical expertise—which dgt27 provides end-to-end.

Yes. We set up automated refresh intervals ranging from hourly to daily, ensuring your dashboards reflect the most recent data.

Absolutely. With proper authentication, encryption, and role-based access, we ensure the data flow between systems is both secure and compliant.

Yes. With API integrations and optimized datasets, Power BI can present near real-time Salesforce data with minimal latency.
CONTACT DETAILS
Send us your message

Tell us about your current CRM setup, marketing tools, and what you’d like to achieve. Our Salesforce integration consultant will review your details and reply within one business day with a clear action plan and estimated timeline.

Our Mailbox:

info@dgt27.com

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