What this does

Connecting Salesforce lets Inventive push finished documents (proposals, questionnaires) from Inventive back onto the matching Salesforce Opportunity as file attachments. It's a one-time setup, done by an admin.

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This is separate from installing the Inventive managed package (which powers the in-Salesforce widget). This connection is the piece that lets Inventive send files into Salesforce.

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Before you start

• You need to be an admin in Inventive.
• The Salesforce integration must be available for your organization.
• The Salesforce user who authorizes the connection needs read access to Opportunities and permission to attach files to them — exports run as that user, so their permissions determine what Inventive can read and write.

Steps

1. In Inventive, go to Settings → Integrations and find Salesforce.
2. Make sure the integration is enabled, then click Check Details to open it.
3. In the Salesforce Account Connection section, click Connect to Salesforce.
4. You're redirected to Salesforce's standard login & consent screen — sign in and approve access.
5. You're returned to Inventive, and the connection is established at the organization level (one connection per org).

That's it — the connection is now active.

If the connection won't complete (Salesforce admin approval)

Salesforce now requires a connected app to be approved/installed by an admin before users can authorize it. If you see an "Install connected app?" prompt, or a blocked / "app not authorized" error when clicking Connect to Salesforce, a Salesforce admin should complete these one-time steps: