[ CRM AND REVENUE ]
Salesforce
Pluvo reads your Salesforce data in real time and grounds AI agents, reporting, and forecasts in the source records behind your numbers.
Salesforce
Connected to Pluvo context
- Auth
- OAuth 2.0 or API key
- Scope
- Read-only
- Sync
- Hourly
- Plan
- Growth and up
SOC 2 Type II controls. Data is encrypted in transit and at rest.
[ What syncs ]
Data refreshed automatically.
| Object | Direction | Updates |
|---|---|---|
| Opportunities and deals | Into Pluvo | Hourly |
| Accounts | Into Pluvo | Hourly |
| Contacts | Into Pluvo | Daily |
| Pipeline stages | Into Pluvo | Daily |
| Products and price books | Into Pluvo | Daily |
| Owners and territories | Into Pluvo | Daily |
| Forecast categories | Into Pluvo | Daily |
[ How it works ]
Connecting Salesforce is fast and controlled.
No disruption to your close process. Just a secure connection and a model finance can review.
Connect Salesforce
Connect Salesforce with scoped, read-only access in one click. No password is stored, and Pluvo never writes back.
Map your data
Pluvo detects accounts, opportunities, contacts, stages, owners, and forecasts so finance can confirm the model quickly.
Deploy your agents
Run analysis, reporting, and forecasts against live data from day one.
[ Once connected ]
Let Pluvo reason from Salesforce outward.
Salesforcebecomes one source inside Pluvo's broader finance context layer, alongside the rest of your business data.
Forecast from pipeline
Connect Salesforce CRM data to Pluvo so finance can explain movement, trace source records, and act sooner.
Trace every answer
Every report number can point back to the Salesforce source objects behind it.
Model the business live
Combine Salesforce with billing, banking, CRM, payroll, and warehouse data for decision-ready analysis.
[ Pair it with ]
Bring the rest of your stack into the model.
[ Get one step closer to zero-day close ]
Connect Salesforce and let Pluvo do the analysis.
Put live business data behind your reports, forecasts, and recurring finance workflows.
Ready to put finance on real business context?
Your systems, business logic, and decisions become one governed intelligence layer for the office of the CFO.