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Plauti Orchestrate

Configure and run Plauti Orchestrate flows in Salesforce, including installation, permissions, validation, deduplication, routing, notifications, and processing results.

Configure your Org and apps for using the PO flow

Configure Salesforce permissions and app settings for the PO flow, including Direct Actions, Lead validation, deduplication scenarios, Plauti Assign routing, and email templates.

Running the PO flow

Learn how the PO flow is triggered, how notifications are sent, and how to review processing results in the PDO Flow Log.

Configuring the PO flow

Configure and activate a Plauti Orchestrate flow in Salesforce by selecting a template, adapting actions to your org, setting notifications and metadata, and resolving save errors.

Installing PO

Install Plauti Orchestrate flow templates and configure an automated Salesforce flow to validate leads, detect duplicates, assign records, and notify users.