How-To's
Step-by-step articles on how to configure Record Validation
Articles
How to enable API access on a Salesforce account (in Salesforce Classic)
This tutorial is for Salesforce Classic. If you are using Salesforce Lightning, read this article. After installing the Record Validation for Salesforce package, you need to enable API access to...
How to enable API access on a Salesforce account (in Salesforce Lightning)
This tutorial is for Salesforce Lightning. If you are using Salesforce Classic, read this article. After installing the Record Validation for Salesforce package, you need to enable API access to...
Storing Status Code and other PV info in a custom field
Store the Status Code or Phone Type that was returned upon record validation in a custom field, so you can use this information for reporting or any other purpose. You can store any status code...
How to add Record Validation Live to Standard Object page layout in Salesforce Classic
This tutorial is for Salesforce Classic. If you are using Salesforce Lightning, please read this article instead. Before starting this tutorial, locate the API name of the standard Object you wish...
How to add and configure Record Validation Live to your page layout in Salesforce Classic
This tutorial is for Salesforce Classic. If you are using Salesforce Lightning, read this article. Record Validation Live is a feature that can be added to any record page layout in your Salesforce...
How to add and configure RV Live to your page layout in SF Lightning
This tutorial is for Salesforce Lightning. If you are using Salesforce Classic, please read this article instead. Record Validation Live is a feature that can be integrated into any record page...
Applying Plauti Verify to your Objects
Do you want to use Plauti Verify for an Object (standard or custom) other than Lead, Contact or Account? Use this guide to configure Plauti Verify for your other Objects. In Plauti Verify, go to...
Integrate Duplicate Check with Record Validation
Record Validation can be integrated with Duplicate Check. Validate your records, and at the same time check whether the record you're creating or updating already exists in Salesforce. To have...
How to deploy the Record Validation Entry page (in Salesforce Classic)
To make use of Record Validation upon inserting or editing a record, you need to replace your current entry page with the Record Validation Entry page. This how-to will show you how in a few simple...
How to deploy the Plauti Verify Entry page (in Salesforce Lightning)
Using Salesforce Classic? Read our guide for deploying Plauti Verify Entry in Salesforce Classic. To make use of Plauti Verify upon inserting or editing a record, you need to replace your current...
How to find your Salesforce Organization ID
A Salesforce.com Org ID is a sequence of numbers and letters. An Org ID looks like this: 00A6A000002fFTL. You can retrieve your Salesforce Organization ID (also known as "Org ID") from the...
How to grant login access to Record Validation Support
We probably asked you to grant us login access to investigate your support case. This article will show you how you can grant external access to the Plauti Support Team in Salesforce Classic and...