The Manipulate Actions
Guidance for configuring and using Plauti Manipulate actions for AI analysis, rollups, bulk record updates, ownership, conversions, deletions, tasks, hierarchies, flows, and Apex automation.
Ask AI action
Configure and use Ask AI in Salesforce to analyze selected records, include related data, save responses, and automate repeatable prompts with macros.
Ask ChatGPT Vision action
Configure and use Ask ChatGPT Vision to analyze Salesforce attachments, apply prompts and field variables, and save image-based responses to records and workflows.
Rollup action
Configure DAP Rollup actions to aggregate related records with flexible filters, store results in target fields, process records in bulk, and schedule recurring updates.
Ask ChatGPT action
Configure and use the Ask ChatGPT action in Salesforce, including API setup, prompts, field variables, related records, result fields, macros, and batch processing.
Run An Apex Class action
Learn how to run Apex classes as DAP actions on selected records, configure chunk sizes and permissions, and monitor results in the Audit Log.
Run A Flow action
Learn how to configure and run Salesforce autolaunched Flows as Plauti Manipulate actions, including prerequisites, record ID mapping, chunk sizes, macros, and execution monitoring.
Find & Replace action
Learn how to use Find & Replace to locate values in selected records, apply exact or pattern-based searches, and replace full or partial text in bulk.
Set Account Hierarchy action
Set account hierarchies with a drag-and-drop interface, view parent and child relationships, reorder multiple accounts, and apply changes from the Action Launcher.
Assign Ownership action
Assign ownership of records to users, groups, or queues using even or custom distribution, while managing related records and optional email notifications.
Mass Update action
Use Mass Update to change multiple records at once, apply field variables and conditions, configure date values, review results, and control which fields users can update.
Mass Delete action
Mass Delete lets you remove multiple records from a list view or job, with options to use the recycle bin or delete records permanently.
Mass Convert action
Convert multiple Leads in one action by creating or selecting Accounts, Contacts, or Person Accounts, optionally adding Opportunities, assigning owners, setting statuses, and reviewing results.
Create Tasks action
Create identical tasks for multiple records, assign them to users, groups, or queues, and configure distribution, dates, priorities, relations, and personalized comments.