Usage Guide

Guidance on using Plauti Verify for address, phone, and email validation, including entry validation, jobs, filters, results, processing, and data regions.

Email Status Codes

Review Record Validation email status codes, their meanings and advice, learn how validation works across Salesforce entry points, and store results in a custom field.

Webinar: Intro to Record Validation for Salesforce

Learn how Record Validation for Salesforce validates and formats phone, email, and address data, and how it integrates with Duplicate Check.

Plauti Verify Job Filter

Configure Plauti Verify job filters to validate selected records, combine conditions with filter logic, and use relative dates or campaign membership to target specific data.

RV Job Configuration Modal

Configure Plauti Verify RV Jobs by selecting objects, validations, filters, and record statuses, then review estimated credits and start the job.

RV Entry - URL Addressable

Learn to build URL-addressable RV Entry links for creating or editing records, setting record types, pre-populating fields, and configuring success or cancel destinations.

Plauti Verify Entry page

Plauti Verify Entry validates addresses, phone numbers, and emails as you enter records, while letting you manage default countries and review validation statuses in Salesforce.

Plauti Verify Job Results page

Learn how to open and navigate the Plauti Verify Job Results page, review validation statuses, edit suggestions, and save, update, or delete record results.

Plauti Verify (RV) Job Overview page

Manage Plauti Verify jobs from the Job Overview page: create, sort, filter, monitor, review, process, report on, and delete jobs while protecting unprocessed results.

Record Validation Live

Record Validation Live shows field and record validation status in Salesforce and explains how to validate, review, edit, and save suggested address, phone, and email values.

Email validation upon insert

Email validation upon record entry covers validation methods, status codes, and guidance for interpreting whether addresses are valid and safe to contact.

Address validation upon insert

Learn how to validate addresses when inserting or editing records, with or without suggestions, and understand how Record Validation standardizes and verifies global address data.

Phone number validation upon insert

Learn how Record Validation parses, validates, and formats phone numbers on record entry, including changing formats and handling country codes shared by multiple countries.

Run an Auto Process job

Run Auto Process on validated records, select field-specific scenarios, review the processing details, and save validation results in bulk.

RV Job - Validate Records in Batch

Run batch record validation jobs in Plauti Verify, review results, apply suggestions or custom updates, and process validations manually or automatically.

Location of Plauti Verify Data Processors

Learn when Plauti Verify data leaves Salesforce or MS Dynamics, how temporary external processing works, and how to select the validation server region.