Installation Guide
Install or upgrade Plauti Deduplicate for Salesforce, configure required Salesforce settings, and manage user access, licensing, and package removal.
User access options
Learn how to grant users access to Plauti Deduplicate using permission sets or profile settings, and understand the differences in access scope and update maintenance.
User access via Deduplicate Permission Set
Learn how to grant Plauti Deduplicate access with the permission set, benefit from automatic updates, and hide specific pages from users.
Uninstall Duplicate Check from Salesforce Lightning
Remove Duplicate Check buttons, merge actions, and DC Entry overrides from Salesforce Lightning, then uninstall the package from Installed Packages.
Getting started with the Premium Edition
Learn how to activate and use Premium features, including fuzzy matching, cross-object checks, automated deduplication, duplicate prevention, exports, custom objects, API integration, and auditing.
User access via profile settings
Configure Salesforce profiles for limited Plauti Deduplicate access by enabling required Visualforce pages, Apex classes, objects, and tabs, and reviewing update and permission requirements.
Step 2. Configure your Salesforce organization
Configure Salesforce page layouts and list views for Plauti Deduplicate, add the required check, convert, and merge buttons, and learn how to enable Deduplicate Entry.
Step 1. Install the Plauti Deduplicate for Salesforce Package
Install Plauti Deduplicate for Salesforce from AppExchange, select a production or sandbox environment and user access, and complete the installation to prepare for configuration.
Install Guide
Follow the Install Guide to install or upgrade Plauti Deduplicate for Salesforce, including package installation and Salesforce organization configuration.
Grant access to Plauti Deduplicate in the App Launcher
Learn how to re-grant profile access to Plauti Deduplicate, make it visible in Salesforce’s App Launcher, and keep it readily available after an update.