Using Actions

Use the Action Launcher to apply bulk actions to selected Salesforce list view records, configure settings, review changes, and complete the update.

Learn how to configure and run Manipulate Jobs on large record sets, apply filters and actions, schedule eligible jobs, and monitor results in the Job Overview.

Learn how to apply a Manipulate Job to saved Salesforce report results, including prerequisites, selecting record ID columns, reviewing records, and resolving common availability issues.

Learn how to grant scheduling access, configure recurring Manipulate Jobs with filters and frequencies, review runs, and manage schedules by editing, pausing, running, or deleting them.

Plauti Manipulate's Direct Action is available for the Premium and PDM licenses. Direct Actions are automated executions of Manipulate actions on records, triggered by specific events such as API

Use Macros to run predefined, reusable action configurations quickly and consistently across users. If you find yourself running the same Plauti Manipulate action over and over with the same field

Field variables let bulk actions use values from current or related records, enabling personalized updates, tasks, and replacements with values inserted at execution.

Learn how to add a preconfigured Manipulate Action to a Salesforce Flow, configure record inputs and outputs, and track results for single-record or bulk processing.

Learn how to invoke Manipulate actions from Apex classes for single records or collections, track job status, configure macros, and interpret returned results and errors.

Data processing locations for Plauti apps, including when information leaves Salesforce or MS Dynamics, how AI features and telemetry handle data, and where to find security details.