Implementation of Salesforce to Azure to Power BI Migration

Organizations relying on Salesforce for customer relationship management (CRM) often struggle with data silos, limited reporting capabilities, and slow insights. By migrating Salesforce data to Microsoft Azure and integrating it with Power BI, businesses can unlock scalable, cloud-based analytics, enabling faster and more intelligent decision-making.

Our Salesforce to Azure to Power BI Migration Service provides a structured approach to:

• Extract, transform, and load (ETL) Salesforce data into Azure Data Services.

• Optimize data storage using Azure SQL, Synapse Analytics, or Data Lake.

• Build interactive Power BI dashboards for real-time reporting and analytics.

• Automate data refreshes to ensure up-to-date insights.

• Improve performance, governance, and security in a Microsoft ecosystem.

Migration Process

1️. Assessment & Planning

• Evaluate existing Salesforce data models and reporting needs. • Define data extraction, transformation, and integration strategies.

2️. Data Extraction & Storage

• Extract Salesforce data using Azure Data Factory, Logic Apps, or APIs. • Store data in Azure SQL Database, Azure Data Lake, or Synapse Analytics.

3️. Data Transformation & Modeling

• Clean, normalize, and structure data for optimized reporting. • Implement Azure Data Factory or Synapse pipelines for automation.

4️. Power BI Dashboard Development

• Connect Power BI to Azure data sources. • Create custom dashboards with drill-down analytics and AI-powered insights.

5️. Testing, Deployment & Training

• Validate data accuracy, performance, and user access. • Train business users on Power BI for self-service analytics.

Key Deliverables

• Salesforce data migration to Azure (SQL, Synapse, or Data Lake)

• Automated data pipelines for continuous updates.

• Optimized Power BI dashboards for business intelligence.

• Security & compliance implementation within Azure.

• User training & post-migration support.

We offer a free Proof of Concept (POC) to demonstrate our approach, allowing you to see the benefits before committing to a full migration.

Let us help you unlock the full potential of Power BI and enhance your analytics capabilities. Get started today with our free POC!