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Plauti Agentforce

Documentation for Plauti Agentforce for Salesforce

Introduction to Plauti Agentforce

1

Learn how Plauti Agentforce provides customizable Salesforce Agentforce templates and supports email and phone validation with Plauti Verify actions.

Installing Plauti Agentforce

1

Steps for enabling Salesforce requirements, installing the Plauti Agentforce package, configuring the Einstein Agent User, and adding required Plauti apps.

Configuring Plauti Agentforce Agents

1

Guidance for creating and configuring Plauti Agentforce Agents in Salesforce, including topics, actions, settings, testing, and activity review.

The Plauti Agents

1

Guidance for configuring and using Plauti Agents to validate email addresses and phone numbers, automate follow-ups, store results in Salesforce, and troubleshoot issues.

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