Enable API access in Salesforce

API access must be enabled for Salesforce users in Geckoboard connections to reach your instance of Salesforce and its data.

Your Salesforce administrator controls your profile and permission sets.

Enable API Access in Salesforce by Profile

1. If you are the Salesforce administrator, go to Setup.

2. Go to Manage Users and click Profiles.

3. Click Edit against the specific Profile.

4. Scroll down to Administrative Permissions and check the API Enabled box.

5. Click Save.

 

Enable API Access in Salesforce by Permission Set

1. If you are the Salesforce administrator, go to Setup.

2. Go to Manage Users and click Permission Sets.

3. Select the specific Permission Set.

4. Go to System and click System Permissions

5. Click Edit.

6. Check the API Enabled box.

7. Click Save.

 

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