Connecting Salesforce to Opsight
One person approves it once (about 2 minutes). After that, every rep connects with a single click. Reps get NOVA's coaching in the Opsight app, and we keep Salesforce in sync automatically — stage, notes, next step, and close date.
Follow the admin steps below — most admins finish in about 2 minutes.
Prefer to screen-share? Email support@opsighthq.com and we'll set it up together on a 15-minute call.
Who does what
- Your Salesforce admin does a one-time approval of Opsight (Part 1) — nothing to install inside Salesforce.
- Each rep then connects in a click and completes a short profile (Part 2).
- Not the admin? Forward this page to whoever manages your Salesforce — it has everything they need.
For your Salesforce admin
One-time setup · about 2 minutes · nothing installed inside Salesforce
Step 1 — Approve Opsight in Salesforce
Since September 2025, Salesforce asks an admin to approve any new connected app before reps can use it. That's a good thing — it means your org decides exactly who connects and what they can see.
- In Opsight, go to Settings → Integrations → Connect Salesforce and approve access (this registers the Opsight connected app in your org).
- In Salesforce Setup → Connected Apps, open Opsight and set Permitted Users → “Admin approved users are pre-authorized.”
- Assign the Opsight permission set (or profile) to the reps who'll use it. Done — they can now connect with one click.
For reps
Daily use · the part that actually helps you sell
Step 1 — Connect Salesforce
Once your admin has approved Opsight, go to Settings → Integrations and click Connect Salesforce. Approve the prompt — your open opportunities import in a couple of minutes.
Step 2 — Complete your Sales DNA (~12 min)
This is the most important step. Without it, NOVA gives generic advice. With it, every piece of coaching is tailored to your selling style, motivation, and the gaps you're working on.
Step 3 — Confirm your stage mapping
We auto-match your Salesforce stages to Opsight's. Review the suggestions, adjust anything that's off, and save. NOVA imports your deals once you confirm — so the coaching is right from day one.
Step 4 — Sell, get coached, and your CRM updates itself
After a call, drop a couple of lines into NOVA. You get instant coaching on what to do next. Those notes sync back to the deal in Salesforce automatically — so your manager stays in the loop and you never touch a CRM form. Clean pipeline data is just a side effect of getting better at selling.
Common questions
A rep got blocked trying to connect. Why?
Salesforce blocks new connected apps until an admin approves them. Have your admin complete Part 1, Step 1 — then the rep can connect.
My deals didn’t import.
Make sure stage mapping was saved (Part 2, Step 3). Imports run in the background and usually finish in 2–5 minutes. Still nothing after 10? Email support@opsighthq.com.
What exactly does Opsight read and write?
We read your Opportunity name, amount, stage, close date, account, next step, and notes. We write the coaching notes reps enter back to the deal description so managers stay in the loop. We never touch emails, calls, documents, or forecast metrics. See /trust.
Where does the coaching happen?
In the Opsight app — that's where reps get NOVA's coaching. Salesforce stays your system of record; we keep it in sync automatically (stage, notes, next step, close date). Nothing extra runs inside Salesforce, so there's no performance impact.
How do we disconnect?
A rep can disconnect anytime from Settings → Integrations, or an admin can revoke Opsight from Salesforce Setup. Access stops immediately. Ask us to delete imported data anytime.
Do you have a DPA / security documentation?
Yes — email support@opsighthq.com and see our Security & Trust page at /trust.
Stuck on any step?
A real person answers — usually within 24 hours.
support@opsighthq.com