Setup Guide
Configure Plauti Verify settings, licenses, data regions, objects, and validation fields. Set up address, phone, and email validation, automation, country and state codes, and sandbox connections.
Location of Plauti Data Processors
Learn when Plauti apps process data outside Salesforce or Microsoft Dynamics, where it is processed, and how temporary processing, AI features, telemetry, and exports affect data location.
Linking a Sandbox org to your Plauti Verify License
Learn how to link Salesforce Sandbox orgs to a Plauti Verify Production license, refresh or unlink licenses, manage multiple Sandbox connections, and restore links after a Sandbox refresh.
Transliterate entries
Transliteration in Plauti Verify converts supported scripts into one consistent script for validated addresses; learn which scripts are supported and how to enable it per org.
Country/State Codes
Configure Country/State Codes in Plauti Verify to map Salesforce and verification codes, customize labels, and manage overrides for orgs with or without picklists.
The Verify Setup page
Configure Plauti Verify settings, object validations, licenses, automated processing, country and state codes, and review validation transactions from the Verify Setup page.
Auto Process
Configure Auto Process scenarios to automatically handle address, phone, and email validation results by choosing actions for each status and managing multiple address suggestions.
Transactions
The Transactions page provides an audit of validations, batch jobs, and Auto Processes, including usage, credits, execution details, status, user, IP address, and device information.
License
View your Plauti Verify license, credit bundles, services, and Salesforce org details, then refresh the license, buy credits, and understand Sandbox credit usage.
Email validations
Learn to add email validation for custom objects, configure suggestions and metadata fields, and understand the syntax, DNS, and freemail checks used to assess addresses.
Address validations
Learn to configure address validations in Plauti Verify by mapping address, geocode, and metadata fields, enabling geocodes, and adding validation sets for multiple addresses and objects.
Phone number validations
Learn how to configure Record Validation for phone fields, map country values, standardize formats, and store validation status, messages, phone types, and timestamps.
Direct Validate
The Direct Validate feature automatically validates records that enter your Org through API insert, Web-to-Lead, or bulk upload.
Object Configuration
Configure object-specific validation settings, add objects, map address, email, and phone fields, and set required validations and Direct Validate scenarios for record processing.
General Settings
Configure Plauti Verify’s general settings, including validation behavior, API processing, address handling, data regions, execution order, and Salesforce metadata caching.