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Troubleshoot your Salesforce connection

Resolve Salesforce connection issues by checking supported editions, sandbox usage, API access, and session settings.

If you're having trouble connecting Salesforce to Geckoboard, work through the checks below. Most connection issues come down to your Salesforce edition, API access, or session settings.

Check your Salesforce edition

Geckoboard works with the following Salesforce editions:

  • Enterprise

  • Unlimited

  • Developer

  • Performance

Make sure your account uses one of these editions before moving on to the other checks.

Sandbox environments and custom domains

Geckoboard doesn't currently support Salesforce Sandbox environments or custom domains.

If you want to test Geckoboard with Salesforce data without using your production account, sign up for a free Salesforce Developer account. It includes sample data and connects to Geckoboard the same way a production account does. You can register at https://www.salesforce.com/form/developer-signup.

Confirm API access is enabled

Geckoboard needs API access on your Salesforce account to pull in data from your reports. For step-by-step instructions, see Enable API access in Salesforce.

Check your session settings

Salesforce session settings can prevent the connection when sessions are locked to the IP address from which they originated. Geckoboard authenticates and queries using a different set of IP addresses, so an IP lock will block the connection.

trouble connecting Salesforce to Geckoboard because of lock sessions to IP setting

To resolve this and allow the connection, ask your admin to set Salesforce to lock sessions to the domain in which they were first used instead of the originating IP address. Save your changes and try connecting Geckoboard again.

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Still having trouble?

If you've worked through the checks above and the connection still isn't working, get in touch, and we'll take a look.

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