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 entity | Microsoft Power BI object | Notes |
|---|---|---|
| cadence activity | salesloft_cadence_activity | date/time columns with a date table events |
| conversation signals | salesloft_conversation_signals | id PK · linked to salesloft_cadence_activity |
| revenue workflow execution | salesloft_revenue_workflow_execution | id 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.
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Early access
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