Step 1. Install the Plauti Deduplicate for Salesforce Package
This How-To is available as a video:
You have made the right decision to start using Plauti Deduplicate for Salesforce. Follow these simple steps to install the application and get ready to get rid of your duplicate records!
In the Salesforce AppExchange, find the Plauti Deduplicate for Salesforce application.
Click 'Get it Now'.
Choose to install Plauti Deduplicate for Salesforce in your production organization or in a sandbox environment.
Agree to the terms and conditions and click 'Confirm and Install'.
Determine for which users you would like to install Plauti Deduplicate for Salesforce.
| Install for Admins only | Only Salesforce Administrators will be able to configure and use Plauti Deduplicate. |
| Install for All Users | All Users can configure and use Plauti Deduplicate for Salesforce. |
| Install for Specific Profiles | Define the accessibility per user. |
| You can change these settings after installing the application. | 6. Click 'Install'. Installing Plauti Deduplicate for Salesforce may take some time. You will receive an email when the installation is finished. :::info Nice! The first step in installing Plauti Deduplicate for Salesforce is behind us. Let's proceed to step 2 for Configure your Salesforce organization. ::: |