Getting started with PDM
Learn about Plauti Data Management, including installation, configuration, app access, dashboard use, updates, and the tools for managing trusted customer data in Salesforce.
Introduction to PDM
Plauti Data Management brings Plauti’s Salesforce-native apps together to unify customer data, manage records, and create a trusted customer view, with guidance for installation and configuration.
Installing PDM
Learn how to install PDM in Salesforce, configure it and its Plauti apps, and link Sandboxes to your Production license for full Sandbox functionality.
Configuring PDM
Configure Plauti Data Management and its apps using the Getting Started modules, install the product suite, set up individual tools, and access guidance for launching your data processes.
Using PDM
Learn how to access Plauti’s data management apps and PDM Dashboard in Salesforce, use quick links, and review analytics for deduplication, assignment, bulk actions, and record verification.
Updating PDM
PDM updates are delivered automatically for minor and patch releases; if auto-updates are disabled, learn how to install the latest version through AppExchange or Plauti Cloud.
Location of Plauti Data Processors
Learn when Plauti data leaves Salesforce or MS Dynamics, where it is processed, how long it is retained, and which settings, exports, or AI features affect data handling.