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Installing Plauti Manipulate

Install Plauti Manipulate from AppExchange, configure access and permissions, and add the Action Launcher and Action Grid to supported Salesforce objects.

Grant Access

Grant action, app, and execution access in Salesforce by configuring profiles, users, permission sets, process limits, and object permissions for Plauti Manipulate actions.

Add the Action Launcher to other objects

Learn how to add the Action Launcher to supported Salesforce objects by creating a Visualforce page and custom list button, configuring access, and completing the object setup.

Add the Action Launcher to Leads, Accounts and Contacts

Learn how to add the Action Launcher to Leads, Accounts, and Contacts in Salesforce so it appears in their list views and action menus.

Install Plauti Manipulate

Install Plauti Manipulate from Salesforce AppExchange, choose the target environment and user access, then add the Action Launcher to the objects where you want to use it.

Set up PM in Salesforce

Set up Plauti Manipulate in Salesforce by adding the Action Launcher, granting user access, and, for Premium or PDM, adding the Action Grid to list views.