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 DAP licensing works after the trial and where to view your license, limits, organization details, and available or unavailable features and actions.

Feature availability by Plauti Manipulate license is outlined, helping you compare Free, Advanced, Premium, and PDM editions and identify the actions and tools included with each.

Refresh your DAP license after changes, verify the updated license details, and learn how to upgrade to a more extensive license.

Link Salesforce sandboxes to a Plauti Manipulate production license through Plauti Cloud, refresh sandbox licenses, and learn how to unlink or manage connections after a refresh.

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.

Macros are available for the Advanced, Premium and PDM licenses. Define a Macro based on an existing action, to execute recurring tasks without the need to configure a new action each time.

Learn how to export and import DAP Macros between Salesforce Orgs or from the Macro Library, then assign, edit, and enable them for use.

Configure fields excluded from Find & Replace and Mass Update actions, while understanding macro exceptions and separate settings for Account and Person Account records.

Learn how chunk size controls batch processing and how to set defaults, let users override them, or configure different values for flows and Apex classes.

Learn how to activate, view, filter, delete, and deactivate DAP Action and Record Audit Logs while tracking user actions, changed records, and storage usage.

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 how to build Salesforce Apex Classes for Data Action Platform actions, implement required methods, handle record-level errors, add summaries and permissions, and run classes in jobs or macros.

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.