Geckoboard

Learn how Salesforce report types work with Geckoboard and how grouped fields from your report determine what visualizations to use.

How Salesforce reports connect with Geckoboard

Learn how to build a custom report in Salesforce Lightning.

Build a report for Geckoboard in Salesforce Lightning

Learn how to build a report in Salesforce Classic.

Build a report for Geckoboard in Salesforce Classic

Steps to display a Number widget with a comparison value using your Salesforce data.

Build a Salesforce Number widget with comparison value

Steps to prevent Salesforce percentage related metrics displaying 0 (zero) instead of the intended percent.

Salesforce percentage related metrics displaying 0 (zero)

Resolve Salesforce connection issues by checking supported editions, custom domain use, API access, and session settings.

Troubleshoot your Salesforce connection

Steps to get your Salesforce widgets working if they display this error message.

Salesforce widget error: 'We were unable to build your widget'

Error usually occurs when your Salesforce report is not grouped by any field.

Salesforce error: 'Cannot read property ‘xAxis’ of undefined'

Steps to enable Salesforce API access using profiles and permission sets.

Enable API access in Salesforce

Ways to prevent hitting Salesfore's maximum number of API calls in a 24-hour period.

Exceeding Salesforce's API request limit

This can happen if your Salesforce report has more than 2,000 rows, which exceeds Salesforce API limit.

Salesforce widget not showing all data

Connect your Salesforce report to Geckoboard to begin visualizing your data.

How to display Salesforce data on your dashboard

Geckoboard visualizes data from reports you’ve already set up in Salesforce (Enterprise, Unlimited, Developer or Performance editions).

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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