Configuring Plauti Manipulate

Learn how to open Manipulate Setup, navigate its configuration options, review license details and release updates, and use analytics to monitor usage and activity.

Learn how Plauti Manipulate licenses work, when your trial ends, and how to view license details, record limits, and available or unavailable features and actions.

Plauti Manipulate has different features available depending on your subscription type. This overview shows which features are available with which license.

Learn how to refresh your Manipulate license after a change, verify the updated details, and upgrade to a more extensive license.

Every paid Plauti Manipulate subscription comes with complementary sandbox licenses for testing purposes. You can link one or more sandboxes via Plauti Cloud.

Learn how to use the Action Library to control action access for profiles and users, configure object availability and process limits, and customize action-specific settings.

Learn how to create, configure, assign, import, and use reusable Macros to run predefined actions consistently across Jobs, List Views, and Salesforce Flows.

Learn how to export Manipulate Macros as JSON files and import them into Salesforce Orgs or from the Macro Library, including overwrite, setup, assignment, and license limits.

Configure field exclusions for Find & Replace and Mass Update actions, including object-specific settings, while understanding how macros and mixed Account records affect editing.

Learn how chunk size controls batch processing and configure defaults, user overrides, and flow- or class-specific values for optimal performance.

The Audit Log is available for Premium and PDM. In the Audit Log, Manipulate can keep track of all Manipulate actions executed by users via a list view or Manipulate Job.

Configure Plauti Manipulate settings for audit logging, analytics sharing and storage, and scheduled cleanup of unused flow data, then save changes to apply them.

Learn to build Apex classes for Plauti Manipulate, implement required methods, handle record errors, add summaries, and control user access for custom batch actions.

Configure Salesforce Named and External Credentials for AWS Bedrock, grant principal access, and connect the setup to the Ask AI action.

Learn how to deploy Plauti Manipulate actions from Sandbox to Production by creating, exporting, and importing Macros, then configuring one-off or scheduled Jobs from them.