This article will help you understand how to connect and use Salesforce on Oviond.
Salesforce Permissions
In order to pull your Salesforce data into Oviond, you will need to check that API access is enabled in your Salesforce account.
Connecting Salesforce To Oviond
In order to connect your Salesforce account to Oviond, you will need the Salesforce domain name, user name and password.
Steps to follow to connect Salesforce as an integration on Oviond:
Open Oviond and navigate to the client you wish to connect Salesforce to.
Click on Salesforce.
Enter your domain name, user name and password and click Save.
Limitations With Salesforce On Oviond
In order to pull your Salesforce data into Oviond, you need to make sure that API access is enabled in your Salesforce account.
Reconnecting Salesforce To Oviond
If you get this error message on your report "Data not found for Salesforce! Click here to connect or refresh." that looks like this:
Please follow these steps:
Click on the refresh button next to the date selector in the project.
if the widgets still don't load data
Go to the Integration page for the client or click on connect in the widget and make sure you have connected the correct Salesforce account.
if the widgets still don't load data
Go to Manage Integrations 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.