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Plauti Monitor

Documentation for Plauti Monitor for Salesforce

Introduction to Plauti Monitor

2

Explore Plauti Monitor, including metadata documentation, data quality analysis, monitoring, AI readiness, compliance, and informed CRM management.

Installing Plauti Monitor

2

Install Plauti Monitor from the AppExchange and configure access.

Configuring Plauti Monitor

8

Configure general settings and object analysis options, including fields, analysis types, quality scoring, and setup preferences in Plauti Monitor.

The Monitor Library

1

Explore Salesforce object and field metadata, review analysis results and quality scoring, search library assets, and create field filters to assess data quality across your organization.

Analyzing your data with Monitor Jobs

5

Create, run, and manage Monitor Jobs, including Configuration Analysis and Ad Hoc analyses. Review job details, graphs, field-level results, and save analyses to the Monitor Library.

The Analysis Types

25

Learn how Analysis Types assess field completeness, uniqueness, validity, patterns, dates, defaults, and value distributions to identify data quality issues and improvement opportunities.