Visibility: Public

Last Updated: 8.6.26

Salesforce Integration — Security & Permissions Overview

Connecting Salesforce for Document Export

Salesforce Integration — Testing Checklist

August 6, 2026 - Reconnecting Salesforce Integration

For teams using Salesforce as their CRM, the Inventive Salesforce Package lets you create projects in Inventive AI directly from the Salesforce opportunities page.

Step 1: (Admin) Install Inventive AI Package

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Installation link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgL000000BLvZQAW

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• The admin user should use the installation link above to install the package to all team members.

Step 2: Configuring credentials to be used

Generating credentials

• You can generate the credentials in the Inventive AI Settings under the Salesforce Integration card (see image below)

• After clicking Create Credentials, the Client ID will be displayed, and you’ll also have the option to generate a new Client Secret. Keep in mind that once the secret is generated, it will be shown only once, so be sure to copy and store it securely.