Plauti Orchestrate

Configure your Org and the different Plauti apps to be able to use the PO flow. Configure or check the following as explained below: Permissions for PO, Flows, and PM A PM Direct Action (or Macro)...

Triggering the PO flow Once you activated the Direct Action as explained in Configure your Org and apps for using the PO flow, the flow will be triggered automatically each time a Lead is created...

To be able to configure the Plauti Orchestrate flow: You have installed the PO flow templates. You have access to Salesforce Flows. You have installed the PM, PD, PV and PA apps in your org (in the...

Plauti Orchestrate for Salesforce, or PO for short, combines the strengths of Plauti's Salesforce apps in one flow. Use one of the templates in the PO package to set up a flow that combines...