A checklist to validate the Salesforce integration end-to-end — setup plus both directions (the in-Salesforce widget and document export) — including a permission-enforcement check.

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Run this in a Salesforce sandbox first if you have one, so you can freely create and complete test Opportunities without touching production data.

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1. Set up (admin, one-time)

a. Widget / managed package — Salesforce → Inventive

• [ ] Install the Inventive managed package in your Salesforce org.
• [ ] In Inventive (Settings → Integrations → Salesforce → Check Details → Create Credentials), generate the Client ID & Secret.
• [ ] In Salesforce (Setup → Named Credentials → External Credentials → Inventive), add that Client ID & Secret.
• [ ] Add the Inventive widget to the Opportunity record page (Lightning App Builder).
• [ ] Assign the Inventive permission set to your test users (Setup → Permission Sets → Inventive → Manage Assignments) — without it, the widget won't work for that user.

b. Connect for export — Inventive → Salesforce

• [ ] Confirm the authorizing user has read access to Opportunities and permission to attach files to them (exports run as this user).
• [ ] In Inventive (Settings → Integrations → Salesforce → Connect to Salesforce), sign in and approve on the Salesforce consent screen.
• [ ] Confirm the integration shows Connected.

2. Salesforce → Inventive (the widget)

• [ ] Open an Opportunity with the Inventive widget on it.
• [ ] The widget loads and pre-fills the project form from the Opportunity fields.
• [ ] Create an Inventive project and confirm it links back to that Opportunity.
• [ ] Change an Opportunity field → reopen the widget → click Sync Changes → confirm the update flows through.