How-To's
Step-by-step guidance for configuring Plauti Verify, enabling Salesforce access, deploying validation features, integrating Duplicate Check, and managing validation information.
How to enable API access on a Salesforce account (in Salesforce Lightning)
Learn how to enable API access in Salesforce Lightning through a profile or permission set for use with Record Validation for Salesforce.
Storing Status Code and other PV info in a custom field
Learn how to store Plauti Verify status codes, messages, validation dates, and phone types in custom fields for reporting and other uses.
Add and configure Verify Live
Learn how to add Plauti Verify Live to Salesforce record layouts and configure validation settings for address, phone, and email fields, including validation metadata storage.
Applying Plauti Verify to your Objects
Configure Plauti Verify for any Salesforce object by mapping fields, overriding record actions, adding required status and validation fields, and deploying the Apex trigger.
Integrate Duplicate Check with Record Validation
Configure Record Validation with Duplicate Check to detect and prevent duplicates during record creation and updates by using the RV Entry page and applying scenarios to RV Insert and RV Update.
How to deploy the Plauti Verify Entry page
Deploy the Plauti Verify Entry Lightning Component by overriding Salesforce New and Edit buttons, repeat setup for other objects, and understand compatibility with Deduplicate Entry.
How to find your Salesforce Organization ID
Find your Salesforce Organization ID in Salesforce Classic, Lightning, or RV Setup by following the relevant navigation steps.
How to grant login access to Record Validation Support
Learn how to grant Plauti Support login access in Salesforce Classic or Lightning and provide your ORG ID so the team can investigate your support case.