Plauti Context
Documentation for Plauti Context for Salesforce
Introduction to Plauti Context
2Learn how Plauti Context documents Salesforce metadata, assesses data quality, and supports monitoring, compliance, AI readiness, and informed CRM management. Includes an overview of getting started.
Installing Plauti Context
2Install Plauti Context from AppExchange, configure access and objects, and manage user permissions for running Context Jobs.
Configuring Plauti Context
3Configure general settings and object analysis options, including fields, analysis types, parameters, and setup preferences in Plauti Context.
The Context Library
1Explore Salesforce object and field metadata, review analysis results, search library assets, and create field filters to assess data quality across your organization.
Analyzing your data with Context Jobs
4Create, run, and manage Context Jobs, including Configuration Analysis and Ad Hoc analyses. Review job details, graphs, field-level results, and save analyses to the Context Library.
The Analysis Types
13Learn how Analysis Types assess field completeness, uniqueness, validity, patterns, dates, defaults, and value distributions to identify data quality issues and improvement opportunities.