Connections

Once you are logged in, you already have one Connection to start with.

Manage your Connections, or add more, via the bottom left menu option Connections .

Creating a Connection

To create a new Connection to a Salesforce Org or Dynamics 365 Environment:

1. At bottom left, click Connections .

2. In the Connections menu, click New Connection top right.

3. Click

   • Salesforce Production or Salesforce Sandbox to connect with a Salesforce Production or Sandbox Org, or
   • Dynamics 365 to connect with a Microsoft Dynamics 365 Environment.
     Select the environment type in the select list that appears below. If you do not know your environment type, it most likely is 'Public Cloud (Default)'.

4. Click Connect .
   

5. A Login window pops up. Enter your login data for the Salesforce Org or Dynamics 365 environment you want to connect to.

   • Note that for some Salesforce Sandbox Orgs you might need to use the 'Use Custom Domain' option bottom right.
   • If you are connecting to Salesforce and you get an 'OAuth' login error, the app needs to be installed first. Proceed in Cannot login, OAuth error‍, then return here.

6. If prompted, allow access to Plauti Cloud Connection Services.
   

7. If you are logging in using your Microsoft credentials, select the Dynamics 365 environment you want to connect to.

8. If prompted, agree to the terms of the Data Processing Agreement and click Proceed.
   

Your team is now connected to your Salesforce Org or Dynamics 365 Environment.

Managing Connections

Connections Overview

At bottom left, click Connections to access the Connections overview. Here you see all current Connections, and their information such as when they were created, whether they are active or inactive, etc.

The username at "On behalf of..." indicates the user that created the Connection. This user will also be displayed as the user who started a job for example.

Connection Details

Click on a Connection to see its details, such as the type of connection, and the Org ID or environment ID. At top right you also have a few managing options.

Edit	Edit the name of the connection and add a description, to quickly see which connection it concerns.
Pause	Temporarily deactivate the connection. A paused connection will no longer retrieve jobs from Salesforce or Dynamics 365. After pausing, the job history for the connection is still available.
Activate	Re-activate the connection to start retrieving jobs again.
Delete	Delete the connection. After deletion, the job history for the connection will stay available.

Re-authorizing a Connection

Connections can expire, for example when tokens are retracted. This is indicated for each Connection in the Connections overview: the Connection is marked as 'Connection inactive'. Click Re-authorize to authorize a Connection again (Plauti Cloud), or create a new Connection for the Org or environment. This will also re-activate any scheduled jobs that were on Holding due to the inactivity. If you create a new Connection for your Org or environment, the same settings as for the previous Connection will be used.

The Job History for inactive, expired Connections will stay available.