Using Actions
Articles
Direct Action
DAP Direct Action is available for the Premium and PDM licenses. Direct Actions are automated executions of DAP actions on records, triggered by specific events such as API Single Insert, record...
Applying a DAP Job to Report results
Running a DAP Job on the results of a report is available for Premium and PDM licenses. The records that you can run a DAP Job on can come from several different sources, such as a simple list...
Start an Action in a Flow
Starting an Action in a Flow is available for the Premium and PDM licenses. Execute a DAP Action (preconfigured in a Macro) as a flow action, on one or more records gathered earlier in the flow....
Start an Action from an Apex Class
Starting an Action from an Apex Class is available for the Premium and PDM licenses. Start any DAP action from an Apex Class. The actions are provided as macros, reducing the need for...
Field Variables
With field variables, you can use values from fields of an object and related objects in actions such as Mass Update, Create Tasks, and Find & Replace. Even though you are performing a bulk...
Scheduling a DAP Job
Scheduling a DAP Job is available for the Premium and PDM editions of DAP. You can schedule a DAP Job to be repeated at regular intervals, such as every day or every month. Note that jobs on DC or...
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...
Execute an action with DAP Job
First, make sure you or your users have permission to run a DAP job. Go to DAP Setup > Action Library. Click Assignment at the action you want to use. At your Profile or User, at Enable Action...
Execute an action in list view
There are several ways to run actions, for example by selecting records from a list view. Execute an action from list view as follows: Open a list view that contains the object records you want to...
Location of Plauti Data Processors
Where is your data processed in those cases where it leaves Salesforce or MS Dynamics? Most of Plauti's apps are native, meaning the data that they handle does not leave your Salesforce Org or MS...