--- title: Connecting Salesforce to Inven description: A guide for Salesforce administrators to connect Inven to their organization's Salesforce, so team members can connect Inven themselves. --- [Skip to content](https://help.inven.ai/connect-salesforce#main-content) [![inven logo](https://help.inven.ai/hs-fs/hubfs/logo_burgundy.png?width=140&height=36&name=logo_burgundy.png)](https://www.inven.ai/) Open main navigation Close main navigation - [Return to Inven](https://app.inven.ai/) [Return to Inven](https://app.inven.ai/) Hello, how can we help? - There are no suggestions because the search field is empty. 1. [Inven Help Center](https://help.inven.ai/?hsLang=en) 2. [Help Articles & Videos](https://help.inven.ai/help-articles-videos?hsLang=en) 3. [Integrations](https://help.inven.ai/help-articles-videos?hsLang=en#integrations) # Connecting Salesforce to Inven ## This guide walks Salesforce administrators through connecting Inven to their organization's Salesforce, so team members can connect Inven themselves. **Time required:** ~5 minutes **Required role:** Salesforce System Administrator, or any user with the following Salesforce permissions: - `Approve Uninstalled Connected Apps` - `Manage Users` - `Manage Connected Apps` --- ### Before you begin The first person to connect must be a Salesforce admin with `Approve Uninstalled Connected Apps` enabled. Regular users will encounter an authorization error until the setup below is complete. --- ### Step 1: Start the connection from Inven 1. Open Inven and sign in. 2. Go to **Settings → Integrations → Salesforce**. 3. Click **Login to Salesforce**. You'll be redirected to your Salesforce login page. --- ### Step 2: Log in as a Salesforce administrator 1. Log in with your Salesforce System Administrator account. 2. On the Salesforce consent screen, review the requested permissions and click **Allow**. 3. You'll be redirected back to Inven once the connection is confirmed. --- ### Step 3: Install the Inven app in your Salesforce org After the first successful connection, Inven appears as an "uninstalled" Connected App in your org. Installing it allows regular users to connect. 1. In Salesforce, go to **Setup**. 2. In Quick Find, search for **Connected Apps OAuth Usage** and open the page. - Direct link: `https://your-domain.my.salesforce.com/lightning/setup/ConnectedAppsUsage/home` 3. Find **Inven** in the list. 4. Click **Install** next to it and confirm when prompted. ![Salesforce-Connected Apps OAuth Usage](https://help.inven.ai/hs-fs/hubfs/step_3_salesforce-connected-apps-oauth.png?width=670&height=107&name=step_3_salesforce-connected-apps-oauth.png) --- ### Step 4: Pre-authorize users This lets your team connect to Inven without needing special permissions.  ![step\_4\_1\_salesforce-manage-connected-apps](https://help.inven.ai/hs-fs/hubfs/step_4_1_salesforce-manage-connected-apps.png?width=670&height=163&name=step_4_1_salesforce-manage-connected-apps.png) 1. In Salesforce Setup, search for **Manage Connected Apps** and open it. 2. Click **Inven**, then click **Edit Policies**. 3. In the **OAuth Policies** section, configure the following: | Setting | Value | | --- | --- | | Permitted Users | `All users may self-authorize` | | IP Relaxation | `Relax IP restrictions` | | Refresh Token Policy | `Refresh token is valid until revoked` | 4\. Click **Save**. ![salesforce-connected-app-edit](https://help.inven.ai/hs-fs/hubfs/step_4_2_salesforce-connected-app-edit.png?width=670&height=493&name=step_4_2_salesforce-connected-app-edit.png) Notes: - **IP restrictions:** If your organization requires strict IP restrictions, you can add the [IP ranges](https://docs.aws.amazon.com/vpc/latest/userguide/aws-ip-ranges.html) for Amazon's `us-east-1` and `eu-north-1` instances to the app's allowed IPs instead of relaxing restrictions entirely. - **Refresh Token Policy:** You can also match your organization's existing session policy — this may require users to log in again periodically. - **Restricting access to specific users:** If you prefer not to allow all users to self-authorize, set **Permitted Users** to `Admin approved users are pre-authorized`. You can then control access via **Profiles** and/or **Permission Sets**. This requires the permissions `Customize Application`, `Modify All Data`, and `Manage Profiles and Permission Sets`.   --- ### Step 5: Notify your team Your teammates can now connect Salesforce to Inven on their own: 1. In Inven, go to **Settings → Integrations → Salesforce**. 2. Click **Login to Salesforce**. 3. Log in with their own Salesforce credentials. They'll be redirected back to Inven and connected automatically. No consent screen or additional permissions are required for pre-authorized users. --- ### What Inven accesses Inven requests the following permissions: - Access the identity URL service - Manage user data via APIs - Perform requests at any time Inven does not request admin-level permissions and cannot access data beyond what the connecting user can already see in Salesforce. - [Help Articles & Videos](https://help.inven.ai/help-articles-videos?hsLang=en#main-content) - [Integrations](https://help.inven.ai/help-articles-videos?hsLang=en#integrations) - [FAQs](https://help.inven.ai/faqs?hsLang=en) - [Feedback & Ideas](https://help.inven.ai/feedback-ideas?hsLang=en) - [Account Management](https://help.inven.ai/account-management?hsLang=en#main-content) - [Billing & Subscription](https://help.inven.ai/account-management?hsLang=en#billing-subscription) [![logo\_burgundy](https://help.inven.ai/hs-fs/hubfs/logo_burgundy.png?width=120&height=31&name=logo_burgundy.png "logo_burgundy")](https://www.inven.ai/) Contact us at info@inven.ai Copyright © 2026, Inven