Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
MeridianLink® Data Connect delivers automated, secure access to structured origination data directly into your data warehouse—ready for reporting, analytics, BI tools, and downstream integrations. With more than 65 normalized tables, a comprehensive data dictionary, and an easy-to-consume data model, Data Connect keeps all your data in-house, making it simple to analyze, generate reports, and make smarter, faster decisions.
Rapid Access to Historical Data
Sync of up to three years of structured MeridianLink Consumer and Opening data, complete with a data model diagram and data dictionary, so your team can start analyzing and acting immediately.
Continuous, Automated Delivery
Normalized delta files, including intra-day updates, are delivered daily to your data warehouse, keeping your analytics and reporting always current without manual effort.
Empowered In-House Analytics
Centralized data powers BI tools, reporting, advanced analytics, and downstream integrations, giving your team insight and control to explore trends, uncover opportunities, and optimize performance.
Complete, Aggregated View
Combine origination data with other enterprise sources to uncover richer KPIs, streamline operations, and track the full lifecycle of every application.
Enterprise-Grade Data Sharing
Secure, reliable data transfers powered by Databricks Delta Sharing provide fast, compliant, and automated partner integrations.
Access to Advanced Solutions
Enable AI, fraud detection, and marketing tools by giving partners immediate access to structured data—without building custom connections.
Integrated Intelligence
Combine Data Connect feeds with MeridianLink® Insight to generate instant analysis and visualizations, providing
Description
The Metrica Power BI Connector for Salesforce serves as a crucial tool that facilitates the seamless integration of Microsoft Power BI with Salesforce, enhancing the capabilities for reporting and analytics. It empowers analytics teams to effortlessly access both standard and custom Salesforce data without the need for laborious manual exports or custom integration setups.
This connector is specifically tailored for business intelligence teams that rely on Salesforce as their primary operational system and utilize Power BI for their analytical needs. It efficiently handles large volumes of data, intricate relationships between various objects, and adjustments in schema, all while ensuring consistent data availability for production-level reporting.
Through the Metrica Power BI Connector for Salesforce, organizations can create insightful Power BI dashboards focused on sales pipeline evaluation, revenue tracking, and operational performance metrics derived from Salesforce information. Furthermore, it adheres to Salesforce's permission models, which aids in maintaining secure and controlled access to vital CRM data, ensuring that sensitive information is only available to authorized personnel. As a result, this connector not only streamlines data management but also enhances decision-making processes across the organization.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
LabInsu
No
MeridianLink Consumer
Yes
MeridianLink One
Yes
MeridianLink Opening
Yes
Microsoft Power BI
No
Salesforce
No
Integrations
LabInsu
Yes
MeridianLink Consumer
No
MeridianLink One
No
MeridianLink Opening
No
Microsoft Power BI
Yes
Salesforce
Yes
Pricing Details
Schedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/meridianlink-data-connect/
Vendor Details
Company Name
Metrica Software
Founded
2025
Country
United States
Website
metricasoftware.com
Product Features
Loan Origination
Amortization Schedule
No
Audit Trail
No
Closing Documents
No
Compliance Management
No
Customer Database
No
Digital Signature
No
Document Management
No
Fee Management
No
Loan Processing
No
Online Application
No