Plauti Manipulate

Documentation for Plauti Manipulate for Salesforce

Introduction to Plauti Manipulate

1

Overview of Plauti Manipulate’s bulk data actions, supported operations, and key features for managing records in Salesforce.

Installing Plauti Manipulate

5

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

Configuring Plauti Manipulate

14

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.

Using Actions

10

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.

The Manipulate Actions

13

Guidance for configuring and using Plauti Manipulate actions for AI analysis, rollups, bulk record updates, ownership, conversions, deletions, tasks, hierarchies, flows, and Apex automation.

The Action Grid

5

Learn to access, configure, and use the Action Grid to filter, edit, copy, and process Salesforce records efficiently.

Videos

10

Watch practical examples of Plauti Manipulate actions, including Mass Update, Find & Replace, Mass Convert, record assignment, task creation, and ChatGPT-powered data workflows.

Release Notes

1

Updates on Plauti Manipulate releases, including schedules, automatic updates, patch releases, and where to find release notes.

Troubleshooting

17

Troubleshoot Plauti Manipulate actions, pages, permissions, Salesforce setup, reports, flows, analytics, and common errors.