Demo HUB

Plauti Assign

Plauti Assign - Quick overview

Automate the assignment and routing of leads, cases or any record in Salesforce – with extreme flexibility.

Plauti Assign - Advanced Cloning

Effortlessly duplicate all MatchGroup configurations and save time.

Plauti Assign - Distance routing

Assign records to the closest team member.

Plauti Assign - Dynamic Assignees

Add users to your MatchGroups in bulk based on criteria such as profile, role, division, country, or specific skills.

Temporarily pause assignments

When some users are unavailable, you can pause new assignments for them.

Plauti Assign - AI-powered contextual routing

Triage incoming records and use context to route them for the best possible match.

Plauti Assign - AI-powered case triage & assignment

Use AI actions to analyze and triage incoming cases, update them, and route them for optimal distribution.

Plauti Manipulate

Remove outdated tasks

In this video, we’ll set up a scheduled job in Manipulate that automatically clears any Task older than a year with a “Completed” status.

Case routing with AI

The most accurate routing happens when AI interprets the full context of a Case’s text, to understand its intent and urgency.

Re-assign leads

In this video, we’ll evenly reassign John’s records to the Sales team directly in Salesforce, in bulk, with Manipulate.

Find & Replace - Email Typos

A Find & Replace tool lets you scan for obvious misspellings like “gmial.com,” “yaho.com,” or “outlok.com” and instantly correct them across thousands of records.

Mass update Salesforce records without exporting to Excel

In this video, we’ll set up a daily scheduled job in Manipulate that automatically refreshes the “Rating” field on every Lead based on recent activity.

Plauti Deduplicate

Plauti Deduplicate - Quick Tour

Find, clean, and prevent duplicates in bulk, real-time, and with live prevention. The most advanced deduplication app that is native to Salesforce.

Plauti Deduplicate - AI merge recommendations

Plauti AI Merge Recommendation analyzes every field in context and shows why each choice is the best fit, giving you clearer, smarter merge decisions.

Plauti Deduplicate - AI match recommendations

Plauti AI Match Recommendation evaluates every field in context and predicts which records truly match. See the reasons and confidence score before you decide, so you spend less time sifting and more time fixing data.

Plauti Deduplicate - Scheduled Jobs with Auto Merge

See how Plauti Deduplicate keeps your CRM clean automatically. We’ll set up a Scheduled Job that runs every night, uses AI Match Recommendations, and safely auto‑merges duplicates for you.

Plauti Deduplicate - Real-time Lead Duplicate Prevention

See how Plauti Deduplicate stops duplicate Leads as reps type. We’ll use smart matching to flag potential duplicates in real time, so your CRM stays clean from the start.

Plauti Restore

Plauti Restore - Quick tour

Meet Plauti Restore, our new Salesforce-native solution with instant merge reversal: one click to restore merged records and relationships, plus field level selective undo, for updates and deletions. 

Plauti Restore - Tracking setup with retention controls

Set retention by days or number of changes, with auto-purge and on-demand manual purge to manage storage and compliance.

Plauti Restore - Undo Merge

How to undo a merge in one click and bring back the previously merged record with all related data reattached.

Plauti Restore - Instantly see and reverse any change

Instantly see every change on the record page - merges, deletions, restores - along with who made it, when, and the before/after values.

Plauti Agentforce

Plauti Agentforce - Quick tour

Real-time data management actions inside Agentforce: Verify phone numbers and email addresses upon entry.

Plauti Agentforce - Capture only valid emails with Agentforce

Verify them instantly as they're entered in the chat.

Plauti Agentforce - Capture only valid phone numbers with Agentforce

Verify them instantly as they're entered in the chat.

Plauti Verify

Plauti Verify - Quick tour

Verify email, phone, and address from within Salesforce for accurate, compliant, business-ready data for every team.

Plauti Verify - Easily validate and standardize emails

Every email is accurate, formatted correctly, and verified for deliverability

Plauti Verify - Easily fix and validate addresses

Validate addresses on entry (import, webform, or API) to keep your operations running smoothly.

Plauti Verify - Trust every phone number

Validate phone numbers on entry (import, webform, or API) to keep your Salesforce data accurate.

Plauti Verify - Batch validation & legacy data

Is all your data validated: old and new? Check both your newest and legacy records for guaranteed accuracy.

Plauti Deduplicate for Dynamics

Plauti Deduplicate - Keep Your APIs from Polluting Dynamics

In this demo, you’ll set up API prevention rules that automatically catch and block duplicates before they hit your Dynamics 365 database.

Plauti Deduplicate - D365 Find & Auto Merge duplicates in bulk

Run Auto Merge to clear Dynamics 365 duplicates and keep every merge in an audit trail.

Plauti Deduplicate - Real-time Lead Duplicate Prevention

Plauti Deduplicate checks for existing leads as users type, using fuzzy matching across leads, contacts, and accounts to flag duplicates on the spot. Reps pick the right record instead of creating a new one, so admins get cleaner data and fewer clean-up projects.

Clean up duplicates in Dynamics 365

In this short walkthrough, you’ll see how Plauti Deduplicate finds, reviews, and merges duplicate records directly in Microsoft Dynamics 365.

Demo Hub