Connecting Salesforce on Oviond

Introduction

This article will help you understand how to connect and use Salesforce on Oviond for seamless data integration and analysis.

Prerequisites

• Ensure you have an Oviond account with administrative access.

• Check that API access is enabled in your Salesforce account.

Step-by-Step Instructions

In order to connect your Salesforce account to Oviond, you will need the Salesforce domain name, username and password.

Connecting Salesforce to Oviond

1. Open Oviond and navigate to the client you wish to connect Salesforce to.

2. Select Project or Start a New Project

   • Select the project you want to work on or start a new project.

   • If starting a new project, it will automatically open in the Workspace Editor.

3. Access the Project Workspace Editor

   • Click 'Edit' to access the Project Workspace Editor if you are working on an existing project.

4. In the action sidebar menu on the right, select Data Sources.

5. Click on Salesforce.

6. Enter your domain name, username and password and click 'Save'.

Reconnecting Salesforce to Oviond

If you get this error message on your report:

Please follow these steps:

1. Click on the refresh button in the widget or next to the date selector in the project.

   if the widgets still don't load data

2. Click on 'Connect' in the widget and make sure you have connected the correct Salesforce account.

   if the widgets still don't load data

3. Go to Data Sources and refresh the token for the authenticated account you connected to the client.

If you have followed these steps and are still experiencing issues with Salesforce on Oviond, please contact support.

Summary

By following these steps, you can successfully connect Salesforce to Oviond, allowing you to streamline your data integration process and leverage your Salesforce data for dashboards and reporting.

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