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Plauti Assign

Plauti Assign: Faster, Smarter, No-Code Automation!

Accelerate speed to lead with automatic, precise assignment - any standard or custom object with precision. No manual effort, just efficient and flexible rules.

Plauti Assign - New UI

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.

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Remove outdated tasks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 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

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

Plauti Restore - Overview video

Plauti Restore allows users to revert specific changes without waiting for IT ticket escalations or performing full-object recovery. Plauti Restore keeps all actions, changes, and restorations securely within Salesforce, ensuring no data ever leaves the platform.

Plauti Agentforce

Plauti Agentforce - Quick tour

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

Plauti Verify

Plauti Verify - Quick tour

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

Plauti Deduplicate

Plauti Deduplicate - Overview video

Plauti Deduplicate helps you find and merge duplicates quickly, at scale and inside of Salesforce. With it’s best-in-class matching engine that’s highly configurable for any database Plauti Deduplicate offers a smarter way to automate merges and stop duplicate data for good

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.