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Salesforce Integration

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☁️ 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

👉
Open Pluto Integrations

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.

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