Installing Plauti Manipulate
Articles
Grant Access
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...
Add the Action Launcher to other objects
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...
Add the Action Launcher to Leads, Accounts and Contacts
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...
Install Plauti Manipulate
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...
Set up PM in Salesforce
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...
Add the Action Grid to Leads, Accounts and Contacts
The DAP Action Grid is available for the Premium and PDM editions. Leads, Accounts, and Contacts already have the Action Grid custom button ready to add to their list views. For other objects,...
Add the Action Grid to other Objects
The DAP Action Grid is available for the Premium and PDM editions. As described in Add the Action Grid to Leads, Accounts and Contacts, the Action Grid can readily be added to list views of...