Salesforce

Deal Brain connects to Salesforce as a Connected App. A Salesforce Admin must approve the integration before users can authenticate.

Common errors

If you see any of the following errors when attempting to log in, access has not yet been granted by your Salesforce Admin:

To resolve this, work with your Salesforce Administrator or Operations team to complete the steps below.

Confirm Deal Brain is installed as a Connected App

In Salesforce, go to Setup → Apps → Connected Apps → Connected Apps OAuth Usage, find Deal Brain, and click Install.

Configure user access

Once installed, click Manage App Policies and ensure Permitted Users is set to All users may self-authorize (default).

Re-authenticate in Deal Brain

After policies are updated, users can log back into Deal Brain and re-authenticate with Salesforce successfully.

Deal Brain requests the following OAuth scopes:

Scope	Purpose
`email`	Identify the authenticated user
`openid`	Identify the authenticated user
`profile`	Identify the authenticated user
`api`	Read and write Salesforce data
`offline_access`	Maintain access without requiring re-authentication

Query and sync field definitions for Accounts, Contacts, and Opportunities
Sync a subset of Opportunities and field values (selected by the user during onboarding)
For that subset of Opportunities, sync related Account and Contact objects
Write Opportunity field values back to Salesforce when a user edits them