PlautiSupport Portal

Using Plauti Cloud

Articles

Installer

Use the Plauti Cloud Installer service to quickly install or update multiple Plauti apps on one or more Salesforce ORGs simultaneously. Install or update Plauti apps on one or more Salesforce ORGs....

Adding Objects to your Plauti Deduplicate installation

Upon installation Plauti Deduplicate was installed for the Lead, Contact and Account Object by default. Perhaps you added additional Objects during install as well. After installation, you can...

Licenses

At 'Licenses', review the license information for your Plauti apps, and link Salesforce Sandbox organizations to your Salesforce production license for effortless testing with all licensed features...

Logging in

If you've used Plauti Cloud before, you can log in again as follows: Go to https://cloud.plauti.com. Click Salesforce Sign-in or Dynamics 365 Sign-in. In the pop-up, sign in using your Salesforce...

Getting Started with Plauti Cloud

To access Plauti Cloud: Click on the invitation link you received. This will make sure you are logged into your team straight away. Click the green tick mark at the right to log in. If you did not...

Team Management

Manage your team and its members in Team Management. At bottom left you'll find Team Management. Here you can manage and view the details of the team you are currently logged into. All team members...

Notifications

Stay in the loop with Notifications. Whenever a job is started or finished, or a member was added to the team, or another event happened, a notification is sent out to the team. Check your...

Teams

Create one or more Teams and add users to collaborate on tasks, such as starting jobs or keeping an eye on the job status. Plauti Cloud can have several Teams Plauti Server has one Team Plauti...

Connections

Once you are logged in, you already have one Connection to start with. Manage your Connections, or add more, via the bottom left menu option Connections . An Org or Environment can only be...