Configuring Plauti Manipulate
Articles
Deploying Changes to Production
To deploy Plauti Manipulate actions from Sandbox to Production, create Macros based on the actions and export those to your Production Org. Plauti Manipulate does not yet have a full import/export...
Creating a Named Credential for Ask AI
The Ask AI action in Salesforce connects with AWS Bedrock via an External Credential linked to a Named Credential, instead of via a Remote Site configuration as is the case for other AI model...
Linking a Sandbox org to your PM License
Every paid Plauti Manipulate subscription comes with complementary sandbox licenses for testing purposes. You can link one or more sandboxes via Plauti Cloud. If you are using more Plauti apps in...
Importing and Exporting Macros
Importing and Exporting Macros is available for Premium and PDM licenses. Import and export DAP Macros to seamlessly transfer Macros within or between Salesforce Orgs, or to add preconfigured...
Chunk Size
In some actions, such as Run a Flow or Run an Apex Class, you will see a setting for the Chunk Size. The Chunk Size sets the number of records processed at a time in a batch job (DAP Job)....
Create your own actions with Apex Classes
The Run An Apex Class action is available for the Premium and PDM licenses. With Salesforce's Apex Classes you can execute apex code for almost any purpose you want. By running an Apex Class as a...
Excluding Fields from Editing
For the Find & Replace and Mass Update actions, you can limit the fields that are available for updating. This way users cannot update certain fields in bulk, but can still edit these fields on...
Plauti Manipulate Settings
The Settings page lets you configure general settings for Plauti Manipulate. Make sure to click Save after making any changes. Available for Premium and PDM. See The Audit Log for more information...
Updating your license
If you changed your license type, or any other adjustments were made to your license, you might be asked to update or refresh your license. You can do this as follows: In the DAP app, go to tab DAP...
The Manipulate Setup page
This article explains about the settings within Plauti Manipulate itself. For information about setting up Plauti Manipulate in Salesforce, see Installing Plauti Manipulate. After installing...
The Action Library
The Action Library is available for the Advanced, Premium and PDM editions. The Action Library shows information and configuration options for all actions that are available for your license. Here...
DAP features per license
DAP has different features available depending on your subscription type. This overview shows which features are available with which license. Read more about the different editions: Free,...
Your license
You can start exploring DAP with the Trial license, which is automatically installed. The Trial license contains all available DAP features, identical to the Premium license. After the 14-day trial...
The Audit Log
The Audit Log is available for Premium and PDM. In the Audit Log, DAP can keep track of all DAP actions executed by users via a list view or DAP Job. The Action Audit Log keeps track of the actions...
Plauti's AI-Assisted Features
Find out more about the different AI-assisted features in the Plauti apps, and when to apply them. Plauti offers several AI‑assisted features across its data management apps, and more are on the...
Macros
Macros are available for the Advanced, Premium and PDM licenses. Define a Macro based on an existing action, to execute recurring tasks without the need to configure a new action each time. Do you...