Salesforce Power Bi
Budget: ₹600 – ₹1,500 INR
Need To Ember Power Report in Salesforce Using Lighting Component.
1. Custom lightning component for iFrame based Power BI report viewer
2. Configurable parameter to feed Case, Account and Report Id details.
3. Responsive design to fit the component in Lightning Page Layouts
Condition :
AC-1
GIVEN I am a contact centre agent
WHEN I view a Case record with Account and Contact ID populated
THEN I should see a component that presents Power BI data filtered to that customer record
AC-2
GIVEN I am a contact centre agent
WHEN I view a Case record with no Account and Contact ID populated
THEN I should see a message within the component advising to populate an Account and Contact on the Case
AC-3
GIVEN I am a contact centre agent
WHEN I view an Account record
THEN I should see a component that presents Power BI data filtered to that customer record
Description of the change
Enable the Salesforce connector to Power BI so that dashboards can be added to Salesforce Layouts that present data relating to that Customer, Subscription or Account
Why is this being requested?
Customer data relating to Marketing Cloud and other resources is not readily available in Salesforce CRM. Creating a component that can present conditional and configurable information, will improve overall CX & lead to better business and customer outcomes
Requirements
1) The ability to add a Lightning component onto a Salesforce layout that will present Power BI data
2) The ability to configure what data should be presented, based on the Object the component is being added to (ie Case or Account data)
3) The ability to filter Power BI data based on the record being viewed in Salesforce CRM
1. Custom lightning component for iFrame based Power BI report viewer
2. Configurable parameter to feed Case, Account and Report Id details.
3. Responsive design to fit the component in Lightning Page Layouts
Condition :
AC-1
GIVEN I am a contact centre agent
WHEN I view a Case record with Account and Contact ID populated
THEN I should see a component that presents Power BI data filtered to that customer record
AC-2
GIVEN I am a contact centre agent
WHEN I view a Case record with no Account and Contact ID populated
THEN I should see a message within the component advising to populate an Account and Contact on the Case
AC-3
GIVEN I am a contact centre agent
WHEN I view an Account record
THEN I should see a component that presents Power BI data filtered to that customer record
Description of the change
Enable the Salesforce connector to Power BI so that dashboards can be added to Salesforce Layouts that present data relating to that Customer, Subscription or Account
Why is this being requested?
Customer data relating to Marketing Cloud and other resources is not readily available in Salesforce CRM. Creating a component that can present conditional and configurable information, will improve overall CX & lead to better business and customer outcomes
Requirements
1) The ability to add a Lightning component onto a Salesforce layout that will present Power BI data
2) The ability to configure what data should be presented, based on the Object the component is being added to (ie Case or Account data)
3) The ability to filter Power BI data based on the record being viewed in Salesforce CRM