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Plauti Orchestrate

Configure and run Plauti Orchestrate flows in Salesforce, including installation, permissions, validation, deduplication, routing, notifications, and processing results.

Installing Plauti Orchestrate

Learn how to install Plauti Orchestrate, create a flow from a template, and configure automated Salesforce processes to validate, deduplicate, assign, and notify users.

Configuring the Plauti Orchestrate flow

Prerequisites To be able to configure the Plauti Orchestrate flow: You have installed the Plauti Orchestrate flow templates. You have access to Salesforce Flows.

Configure your Org and apps for using the Plauti Orchestrate flow

Configure permissions, actions, validations, deduplication, assignment, and email templates across Plauti apps so the Plauti Orchestrate flow can process new Leads automatically.

Running the Plauti Orchestrate flow

Learn how to run Plauti Orchestrate automatically or through Macros, understand notifications, check flow results, and avoid processing issues with country data and Plauti Assign settings.