We added Agentforce support to Power BI Connector for Salesforce

Dear Trailblazers, 

We just shipped Agentforce integration for our Power BI Connector for Salesforce, and wanted to share it here in case it's useful for anyone building Salesforce reporting workflows with Power BI. 

Power BI Connector for Salesforce is an AppExchange app that lets you define datasets inside Salesforce, selecting objects, fields, and filters, and then load them into Power BI via Power Query. No row limits, incremental refresh, standard Salesforce permissions respected. 

The value of adding Agentforce here is that you no longer need to know the Salesforce data model upfront to build a useful dataset. You describe what you want to report on and the agent handles the schema decisions. 

The integration adds an Agentforce subagent that works in two modes:

• Advisory — Ask it things like "What Salesforce objects and fields should I use to build a sales pipeline report?" and it recommends objects and fields with reasoning, without creating anything.
• Creation — Ask it to "Build me a Power BI dataset for lead conversion by source this quarter" and it walks through object selection, field preselection, optional SOQL filters, asks for confirmation, then creates the data source and hands you the Power Query formula to paste into Power BI Desktop.

Setup is currently manual: three Actions, a Subagent, and an Agent configured in Salesforce Setup. A dedicated AppExchange extension is in the works that will replace the manual flow. 

Power BI Connector for Salesforce on AppExchange: 

https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

Full setup guide: 

https://metricasoftware.com/docs/salesforce/agentforce-integration/

Happy to answer any questions. 

Anna Odrynska 

#Agentforce  #AgentforceBuilder  #Appexchage Apps  #AppExchange