# How to display Salesforce data on your dashboard

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

Updated over 3 weeks ago

### Table of contents
1. [Get connected](https://support.geckoboard.com/en/articles/10744489-how-to-display-salesforce-data-on-your-dashboard#h_77f87ab770)
2. [Customize your widget](https://support.geckoboard.com/en/articles/10744489-how-to-display-salesforce-data-on-your-dashboard#h_cf1f3b8124)
3. [Expand your dashboard](https://support.geckoboard.com/en/articles/10744489-how-to-display-salesforce-data-on-your-dashboard#h_f6483d635b)
4. [Duplicate widgets to quickly build out the dashboard](https://support.geckoboard.com/en/articles/10744489-how-to-display-salesforce-data-on-your-dashboard#h_c4693d8e5f)
5. [Arrange the layout of your widgets](https://support.geckoboard.com/en/articles/10744489-how-to-display-salesforce-data-on-your-dashboard#h_2f108961ff)
6. [Next steps](https://support.geckoboard.com/en/articles/10744489-how-to-display-salesforce-data-on-your-dashboard#h_5267ad31d6)

In this guide, we'll cover the basics of connecting your Salesforce report to Geckoboard as well as how to customize your widgets and dashboard. Follow the steps below to get started.

1. [Enable API access within Salesforce](https://support.geckoboard.com/en/articles/6055614-enable-api-access-in-salesforce) if it's not already enabled.
2. Review how [Salesforce report data connects with Geckoboard](https://support.geckoboard.com/en/articles/6055541-how-salesforce-reports-connect-with-geckoboard) to ensure your report is formatted as needed.
3. If you don't have a report setup yet, you can build a report specifically for Geckoboard:
   - [Build a report in Salesforce Classic](https://support.geckoboard.com/en/articles/6055459-build-a-report-for-geckoboard-in-salesforce-classic)
   - [Build a report in Salesforce Lightning](https://support.geckoboard.com/en/articles/6055515-build-a-report-for-geckoboard-in-salesforce-lightning)

# **Get connected**

Connect your Salesforce account with these steps:
1. Click the **\+ Add widget** in the top right of your dashboard.
2. Search for and select **Salesforce** from the list.
3. Click the **Connect via Salesforce** button, log in, and follow the prompts to create the connection.
4. Search for the report by name or select the folder it lives in, then click on the report in the list to open the configuration panel.

# **Customize your widget**

After selecting your report, the widget configuration panel will open, and you can begin customizing your widget. You can select the visualization, modify the X and Y axis content and labels, and fine-tune the data by adjusting abbreviations, decimal places, and units. Once you've configured the settings you prefer, click **Add to dashboard** to save the widget.

The visualizations and data available for customization will depend on your [report configuration](https://support.geckoboard.com/en/articles/6055541-how-salesforce-reports-connect-with-geckoboard).

# **Expand your dashboard**

## **Duplicate widgets to quickly build out the dashboard**

Now that your first widget is set up, you can add more widgets quickly using the Duplicate feature:
1. Find the widget you want to copy, hover over the top right of the widget, click the ellipsis, then click **Duplicate.**
2. On the new copy that appears, hover over the top right of your widget, click the ellipsis, then click **Edit.**
3. Make any necessary changes to the configuration.
4. Click **Save.**

**Repeat this process** for any other widgets that you’d like to create or add a new widget and select from the pre-built widget options.

## **Arrange the layout of your widgets**

To change the layout of widgets on the dashboard, we can [move and resize widgets or group them together](https://support.geckoboard.com/en/articles/6055766-arrange-widgets-on-a-dashboard) to make the relationship between data clearer. Here's how:
- Move widgets with drag-and-drop; a box will appear indicating where you can drop the widget.
- Resize widgets by hovering, then clicking and dragging one of the sides to change the height or width.
- Group widgets by dragging and dropping a widget onto another to create a group.

[Learn more](https://support.geckoboard.com/en/articles/10306664-planning-your-dashboard-design-and-layout) about designing your dashboard layout.

# **Next steps**

- [Invite users](https://support.geckoboard.com/en/articles/6055695-invite-new-members-to-your-geckoboard-account) to build or view dashboards.
- Share your dashboard with [Share links](https://support.geckoboard.com/en/articles/6055739-share-a-dashboard-with-share-links) or Snapshots for [Slack](https://support.geckoboard.com/en/articles/6055749-send-scheduled-dashboard-screenshots-to-slack) or [email](https://support.geckoboard.com/en/articles/6055740-email-scheduled-dashboard-screenshots).
- [Get notified in Slack](https://support.geckoboard.com/en/articles/8677060-get-notified-in-slack-when-important-changes-happen-to-a-key-metric) when important changes happen to a key metric.
- Use [Send to screen](https://support.geckoboard.com/en/articles/6055746-use-send-to-screen-to-display-your-dashboards) to pair a display to Geckoboard and show your dashboard on screen.