Configuring Plauti Manipulate
Configure licensing, settings, action access, audit logs, chunk sizes, field exclusions, and sandbox connections. Manage macros, deploy changes, and extend actions with Apex or Ask AI.
Deploying Changes to Production
Learn how to deploy Plauti Manipulate actions from Sandbox to Production by creating, exporting, and importing Macros, then configuring one-off or scheduled Jobs from them.
Creating a Named Credential for Ask AI
Configure Salesforce Named and External Credentials for AWS Bedrock, grant principal access, and connect the setup to the Ask AI action.
Linking a Sandbox org to your Plauti Manipulate License
Link Salesforce sandboxes to a Plauti Manipulate production license through Plauti Cloud, refresh sandbox licenses, and learn how to unlink or manage connections after a refresh.
Importing and Exporting Macros
Learn how to export and import DAP Macros between Salesforce Orgs or from the Macro Library, then assign, edit, and enable them for use.
Chunk Size
Learn how chunk size controls batch processing and how to set defaults, let users override them, or configure different values for flows and Apex classes.
Create your own actions with Apex Classes
Learn how to build Salesforce Apex Classes for Data Action Platform actions, implement required methods, handle record-level errors, add summaries and permissions, and run classes in jobs or macros.
Excluding Fields from Editing
Configure fields excluded from Find & Replace and Mass Update actions, while understanding macro exceptions and separate settings for Account and Person Account records.
Plauti Manipulate Settings
Configure Plauti Manipulate settings for audit logging, analytics sharing and storage, and scheduled cleanup of unused flow data, then save changes to apply them.
Updating your license
Refresh your DAP license after changes, verify the updated license details, and learn how to upgrade to a more extensive license.
The Manipulate Setup page
Learn how to open Manipulate Setup, configure key features, and use the dashboard to review license details, release updates, and usage analytics.
The Action Library
The Action Library lets you review actions and macros, control access by profile or user, set object and process limits, and configure action-specific settings and labels.
DAP features per license
Compare DAP features across Free, Advanced, Premium, and PDM licenses to identify available actions, integrations, automation tools, and limits for each edition.
Your license
Learn how DAP licensing works after the trial and where to view your license, limits, organization details, and available or unavailable features and actions.
The Audit Log
Learn how to activate, view, filter, delete, and deactivate DAP Action and Record Audit Logs while tracking user actions, changed records, and storage usage.