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Getting Started with Plauti Monitor

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Plauti Monitor is a Salesforce-native data quality intelligence platform. It helps you understand and monitor the health of your Salesforce data by running analysis jobs across your objects and fields, and storing the results in a centralized Monitor Library.

This article walks you through the steps to get up and running. Each step links to one or more dedicated articles with full details.

It's recommended to start small: set it up one object. Measure completeness on the fields you actually use, duplicate rate, and how old the records are. Run your first jobs, and watch it for a month. Then use those results for further configuration.

Your first results show where your data stands today. You do not need perfect data; the goal is to know how reliable it is.

1 Install Plauti Monitor

Install the app from the Salesforce AppExchange.

Start with Admin Only

Tip: During installation, select ‘Administrators only’. Add broader access only after you have finished configuring the app.

Read more in Install Plauti Monitor.

2 Configure Objects

Before running any analysis, tell Plauti Monitor which Salesforce objects and fields to analyze, and which analysis types to apply.

➡ If you don't see the 'Monitor Setup' tab in Plauti Monitor, assign yourself the Plauti Monitor Admin permission set.

In Monitor Setup > Object Configuration, you can:

  • Add the Objects you want to analyze.
  • Enable or disable individual fields per object for analysis.
  • Enable or disable analysis types per field.
  • Adjust default settings such as thresholds or case sensitivity; either as an exception for certain fields, or for use as the new default settings.
  • Enable and configure Quality Scoring.

Each object comes with sensible defaults, so you can start with minimal configuration and refine later.

Read more in Object Configuration.

3 Run a Monitor Job

Once your objects are configured, run a Monitor Analysis job to analyze your data.

  • You can start with an Ad Hoc Job, to see what job results will look like. Results from an Ad Hoc job are not stored in the Monitor Library, so you can use them to try out different configurations.
  • Then, when you're happy with the results, run a Configured Job for each Object. The results of these are stored in the Monitor Library for further use.

Read more about Ad Hoc Jobs in Create an Ad Hoc Monitor Job.
Read more about Configured Jobs, also known as Library Jobs, in Create a Monitor Job for use in the Library.

4 Grant Access to Users

After configuring the app and running your first jobs, grant other users access via one of two permission sets:

  • Plauti Monitor End User: read access to the Monitor Library and job analysis results.
  • Plauti Monitor Admin: full configuration and Monitor Job access.

Using the provided permission sets is recommended over custom profiles, as they are automatically updated with each new release.

Read more in Grant Access.

What's Next?

Once you have your first results in the Monitor Library, you can: