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.
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.
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.


