DatriseAI-first ETL

Salesloft Microsoft Power BI

AI-first ETL from Salesloft into Microsoft Power BI. Governed entities, incremental sync, typed landing tables.

How Datrise loads Salesloft into Microsoft Power BI

Datrise syncs Salesloft's cadence activity, conversation signals, and revenue workflow execution into Microsoft Power BI as star-schema-friendly tables for an Import or DirectQuery dataset. Flexible or custom fields land in flattened columns (nested fields expanded), and timestamps such as created, updated, and status changes are typed as date/time columns with a date table.

Sync is incremental: Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd, so re-runs update only what changed. Date-partitioned fact tables matching incremental-refresh policies. Power BI measures and relationships live in the .pbix model, so Datrise keeps the underlying tables stable and star-schema-shaped.

Ideal for Microsoft-stack self-serve reporting.

Endpoints

Salesloft: Revenue workflow platform for cadences, conversations, and coaching signals.

Microsoft Power BI: Microsoft business intelligence with datasets, reports, and semantic models.

How Salesloft entities map to Microsoft Power BI

Salesloft entityMicrosoft Power BI objectNotes
cadence activitysalesloft_cadence_activitydate/time columns with a date table events
conversation signalssalesloft_conversation_signalsid PK · linked to salesloft_cadence_activity
revenue workflow executionsalesloft_revenue_workflow_executionid PK · linked to salesloft_cadence_activity

FAQ

How does Datrise handle Salesloft's custom fields in Microsoft Power BI?

Flexible values are stored as flattened columns (nested fields expanded), so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Microsoft Power BI types.

How does the Salesloft to Microsoft Power BI sync stay up to date?

It runs incrementally — Datrise uses incremental-refresh windows aligned to Power BI's RangeStart/RangeEnd.

Related pipelines

Early access

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