☁️ Salesforce Integration Guide
💡 Follow this guide to securely connect your Salesforce account with Pluto AI Studio using OAuth credentials.
🔐 Step 1: Log in to Salesforce
👉 Open Salesforce Login
Enter your credentials and access your dashboard.
⚙️ Step 2: Open App Manager
Go to:
Setup → Apps → App Manager
➕ Step 3: Create Connected App
Click New Connected App
Fill in:
- 📝 App Name (e.g., Pluto AI)
- 📧 Contact Email
🔑 Step 4: Enable OAuth Settings
✔ Check Enable OAuth Settings
✔ Set Callback URL (you can use any valid URL, e.g., your app URL)
Add OAuth Scopes:
- 🔓 Full Access (full)
- 📡 Access and manage your data (api)
- 🔄 Perform requests on your behalf (refresh_token)
💾 Step 5: Save & Retrieve Credentials
After saving, copy:
- 🆔 Client ID (Consumer Key)
- 🔐 Client Secret
🔄 Step 6: Generate Refresh Token
Use OAuth authorization URL format:
https://login.salesforce.com/services/oauth2/authorize?response_type=code&client_id=YOUR_CLIENT_ID&redirect_uri=YOUR_CALLBACK_URL
👉 Open the URL in your browser and allow access
👉 Use the returned authorization code to generate your Refresh Token
🌐 Step 7: Get Instance URL
After login, your browser URL will look like:
https://na1.salesforce.com
👉 Copy this as your Instance URL
🚀 Step 8: Connect to Pluto AI Studio
Paste:
- 🌐 Instance URL
- 🆔 Client ID
- 🔐 Client Secret
- 🔄 Refresh Token
✅ Salesforce connected successfully!
⚠️ Security Tip: Keep your Client Secret and Refresh Token private. Do not share them publicly.
