Using Actions
Learn how to execute Plauti Manipulate actions through list views, jobs, reports, flows, Apex, Direct Actions, and Macros, including scheduling, field variables, and monitoring results.
Direct Action
Set up and manage DAP Direct Actions in Salesforce, including triggers, filters, actions, Apex triggers for custom objects, activation, and choosing between direct actions, jobs, and macros.
Applying a DAP Job to Report results
Learn how to apply a DAP Job to records returned by a saved Salesforce report, including prerequisites, selecting an ID column, previewing records, and troubleshooting unavailable or empty results.
Start an Action in a Flow
Learn how to add a preconfigured DAP Action to a Salesforce Flow, run it for one or more records, configure inputs and outputs, and track its execution status.
Start an Action from an Apex Class
Learn how to invoke preconfigured DAP actions from an Apex class for single records or collections, monitor job status, and interpret returned results and errors.
Field Variables
Use field variables in bulk actions to insert record-specific values from the current or related object, including how to add variables manually or with the Insert Field Variable button.
Scheduling a DAP Job
Learn how to schedule recurring DAP Jobs, configure frequencies and actions, review job runs, and manage scheduled jobs by deactivating, editing, running, or deleting them.
Macros
Learn how to create, configure, import, assign, and use reusable Macros to run predefined actions consistently in Jobs, List Views, and Salesforce Flows.
Execute an action with DAP Job
Learn how to run DAP Jobs on large batches of records, apply filters, schedule eligible jobs, select actions, and monitor results in the Job Overview.
Execute an action in list view
Run bulk actions from a list view by selecting up to 200 records, choosing an action, configuring its settings, and confirming the changes.
Location of Plauti Manipulate Data Processors
Data processing locations for Plauti apps, including when information leaves Salesforce or MS Dynamics, how AI features and telemetry handle data, and where to find security details.