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PlutusPlutusDocumentation

Salesforce

What Plutus imports

Section titled “What Plutus imports”
  • Client onboarding (Closed Won)
  • Client churn (Closed Lost)
  • Opportunity created
  • Contract activated
  • Contract expired
  • Order activated
  • Won revenue and new-customer count, as salesforce_won_revenue/salesforce_new_customers usage metrics from the same opportunity data — see Usage Explorer and Unit economics

Connecting

Section titled “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 your opportunities, contracts and orders onto your cost timeline.

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