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Getting Started with Plauti Server

Accessing Plauti Server

Once the Plauti Server service is running, you can access the Plauti Server web interface.

In a web browser, navigate to Plauti Server's IP address or hostname and port.
The default address is: http://localhost:8881
Information on how to change it can be found in Environment Values.

First time use

The first time you open Plauti Server, you are asked to log in.

  1. Log in using your business email or Dynamics 365 account. When logging in with email you will receive a one-time code to enter.
    Do not use a free email service address such as gmail.
    Once logged in, you can connect with both Salesforce production and sandbox orgs, and Dynamics 365 environments, regardless of the email or account type you first logged in with.
  2. Once logged in, you might be requested to make your first Connection. Later on you can create more connections with other Salesforce Orgs or MS Dynamics Environments than the one you will select here.
    1. Click Create your first connection .
    2. Select what you want to connect to: a Salesforce Production Org, or a Dynamics 365 Environment.
    3. Click Connect .
    4. A Salesforce or Dynamics 365 login window opens.
      • For Dynamics 365, select your environment first.
    5. Enter your login details and log in.
    6. If prompted, agree to the terms of the Data Processing Agreement and click Proceed.

You are now logged into Plauti Server. The next time you access Plauti Server, use the same login (business email or Dynamics 365 account) as you used the first time, so that you are recognized as an existing member of the Team.

The Next Steps

Click Show me around to get a tour of the different features.

Continue by configuring your Team and Connections, Plauti Deduplicate Settings, and more, as described in Configuring Plauti Desktop.