Setup Guide
Everything about setting up Record Validation
Articles
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...
Linking a Sandbox org to your PV License
Every paid Plauti Verify subscription comes with complementary sandbox licenses for testing purposes. This way you can use your Production PV credits in your Sandbox as well. You can link one or...
Transliterate entries
'Transliteration' means converting fields or characters from one script type to another. Plauti Verify can transliterate field entries from and to several different scripts: Arabic, Simplified...
Country/State Codes
The Country/State Codes setting has a different use depending on whether you have Country/State Picklists enabled in your Salesforce org or not. You can either map PV country and state codes with...
The Verify Setup page
Configure the different Plauti Verify options and tailor the app to your specific needs. To access Verify Setup: In the App Launcher, open Plauti Verify. In Plauti Verify, go to tab Verify Setup....
Auto Process
The Plauti Verify Auto Process feature automatically processes address, phone number, and email address validations, based on rules defined in a scenario for each field. You can find the scenarios...
Transactions
On the Record Validation Transactions page, you can see an audit of every validation, batch job and Auto Process with the following details: Feature Name of the executed service. Cost Credits used...
License
At the License page in Verify Setup you will find information about your current Plauti Verify edition. You can buy validation credits or refresh your license. Action Buttons Click to refresh your...
Email validations
Record Validation has configured the email fields for your Lead, Contact, and Account Object. You can add Email validation for other objects. Contrary to Phone and Address validation, Email...
Address validations
Learn how to set up Address Validation. If you want to know how to use Address Validation, please read the Usage Guide. Plauti Verify automatically configures and maps your standard address fields...
Phone number validations
Learn how to set up Record Validation for validating phone numbers. If you're interested in how to use phone number validation, read our Usage Guide. For Phone number validation, Record Validation...
Direct Validate
The Direct Validate feature automatically validates records that enter your Org through API insert or bulk upload. Use Direct Validate to validate your data immediately at the point of entry. Click...
Object Configuration
Object-specific settings can be configured in the Object Configuration. Object-specific settings can be configured here. Edit existing Object configurations, and add new Objects to validate records...
General Settings
Configure settings that apply to all of Plauti Verify in the general Settings. Object-specific settings are configured in Object Configuration. To access Plauti Verify's general Settings: In Plauti...