I can't connect to my Salesforce account

Before you start

In order to use Salesforce with Geckoboard, it is required to have a Salesforce edition that allows for API access. Any of the following editions would work:

  • Enterprise
  • Unlimited
  • Developer
  • Performance

Important note

We do not support custom domains or sandbox environments.

If you cannot connect your Salesforce account, first check to ensure that API access is enabled. If this is enabled and you are still having troubles, the next place to check is Session Settings.

If these settings are as below, the connection will fail due to the fact that Geckoboard authenticates and then queries using a different set of IP addresses.

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

Instead, set Session Settings to (only) Lock sessions to the domain in which they were first used. This will allow us to connect to your Salesforce reports. This should get you going!


Get help

If you're still having trouble connecting to your Salesforce account, get in touch.

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