Salesforce

What Plutus imports

• Client onboarding (Closed Won)
• Client churn (Closed Lost)

Connecting

Method: OAuth 2.0 (Authorization Code Flow)

1. Click Connect with Salesforce.
2. Salesforce’s own login page opens. Sign in with your normal Salesforce username and password.
3. Review the permissions Plutus is requesting and click Allow.
4. You’re redirected back to Plutus, now connected. Click Sync now to pull Closed Won (onboarding) and Closed Lost (churn) opportunities onto your cost timeline.

There’s no credential form to fill in — the whole flow runs through Salesforce’s login and consent screens.