Installing Plauti Manipulate

To use Plauti Manipulate, your users need access at three different levels: At app level Overall access to the Plauti Manipulate app. At action level - Access to the different actions. Applies to...

To add the Action Launcher to objects other than Leads, Accounts, or Contacts, you first need to create a Visualforce page and a custom button for that object. First, create a Visualforce page for...

Leads, Accounts, and Contacts already have the custom button for the Action Launcher available. Add the Action Launcher to these objects as follows: Go to the Salesforce Setup. Find the Object...

To install Plauti Manipulate: Go to the AppExchange and click Get it now . Decide if you want to install in Sandbox or Production. Read and confirm the Terms and Conditions and click Confirm and...

This article gives an explanation about setting up Plauti Manipulate in Salesforce. For information about configuring settings within PM, see Configuring Plauti Manipulate. Before you can start...