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Deal Brain connects to Salesforce as your system of record, keeping deal context and CRM data reconciled in both directions. Salesforce connects as a Connected App. A Salesforce Admin must approve the integration before users can authenticate.
Not using Salesforce? Deal Brain also connects to HubSpot, or you can import a CSV of your opportunities.

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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:
  • OAuth App Blocked
  • OAuth Error
  • OAUTH_APPROVAL_ERROR_GENERIC
To resolve this, work with your Salesforce Administrator or Operations team to complete the steps below.

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Admin approval flow

1

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.Connected Apps OAuth Usage in Salesforce showing Deal Brain installed
2

Configure user access

Once installed, click Manage App Policies and ensure Permitted Users is set to All users may self-authorize (default).OAuth Policies showing Permitted Users set to All users may self-authorize
Check the Refresh Token Policy while you’re here. If it’s set to immediately expire or to a very short window (e.g. one day), users will be forced to re-authenticate frequently and may see connection errors. We recommend setting it to expire if not used for 14 days or longer.
3

Re-authenticate in Deal Brain

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

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Permissions

Deal Brain requests the following OAuth scopes:

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What we do with these permissions

  • 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

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Not ready to connect?

If you can’t get Admin approval right away, you can import a CSV of your opportunities and connect Salesforce later without losing anything.