We haven't had success directly with Salesforce integrating our reports with their CRM. However, SailorGroup/AgentDealer has worked with many of our clients to integrate our ID258 Quarterly Business Review report into the Salesforce platform.
*Note, AgentDealer does charge a one time set up fee of $600 to add this connection button into Salesforce. Please check directly with Agent Dealer to confirm current charges, as these may have changed*
ID258 SSRS
ID258 SSRS (excel workbook) Version:
Step 1: Make sure your company is subscribed to and has alert ID258 installed, subscribe here
Step 2: You will need to reach out to SailorGroup/AgentDealer directly for set up. Once they have set up for you, your reps will have option to request at Customer Level:
**Please Note:
Rep can select History Months, but please this is truly controlled by your ID258 subscription Variable1. The rep can request more months than Variable1 allows, BUT rep will only get the max number of months data per this setting:
Additionally, there are a few variables on ID258 that will effect the content of the report, please see this link for those details.
ID771 PBI
ID774 Power BI Version
Step 1: Reach out to help@ceojuice.com for the RLS (Row Level Security) template for ID774. This gives you a template to ensure reps can only run a QBR for the accounts they are listed as Rep for on the eAuto Customer Record.
Step 2: Download the ID774 RLS template and name differently from your standard ID774 template. For example, you may want to name it ID774 QBR (RLS) as you likely want the standard version for your executive team allowing them to run a QBR for any customer. Then publish to your CEO Juice workspace:
Step 3: Once successfully pushed to the workspace, please add each Sales Reps O365 user to the semantic model / security. If you have a lot of Sales Reps (50+), then consider creating an O365 group they all belong to and just add the group (rather than each user one-by-one).
Access by hovering over semantic model row for ID774 QBR (RLS), select the ellipse (3-dots) ), then click on security:
You will need to add each Sales Rep's O365 user (or group), be sure to select save:
Step 4: Each Sales Rep's O365 account will need a Power BI Pro license and to be added to your Sales audience for access to the Power BI App (or add by entering the O365 group you created for all your reps so you don't need to enter one-by-one):
Step 5: Give AgentDealer the URL to your apps. This is what they will use for the button they create in Salesforce to redirect your Sales Reps to the Power BI app.
**Please note: the rep will still need to use the filters in the Power BI Report to select needed customer(s) and date filter. It is just a link to the app you have given the rep access to.
RLS version is available via app:
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