Setup Guide

Configure Plauti Verify from the Verify Setup page, including general settings, object validation, licensing, automation, country and state codes, and transaction history.

Configure settings that apply to all of Plauti Verify in the general Settings. Object-specific settings are configured in Object Configuration.

Configure object-specific validation settings, add objects, map address, email, and phone fields, and set required validations and Direct Validate scenarios for record processing.

The Direct Validate feature automatically validates records that enter your Org through API insert, Web-to-Lead, or bulk upload.

Learn how to configure Record Validation for phone fields, map country values, standardize formats, and store validation status, messages, phone types, and timestamps.

Learn to configure address validations in Plauti Verify by mapping address, geocode, and metadata fields, enabling geocodes, and adding validation sets for multiple addresses and objects.

Learn to add email validation for custom objects, configure suggestions and metadata fields, and understand the syntax, DNS, and freemail checks used to assess addresses.

View your Plauti Verify license, credit bundles, services, and Salesforce org details, then refresh the license, buy credits, and understand Sandbox credit usage.

Learn how to link Salesforce Sandbox orgs to a Plauti Verify Production license, refresh or unlink licenses, manage multiple Sandbox connections, and restore links after a Sandbox refresh.

Review the Verify Setup Transactions page to audit validations, batch jobs, and Auto Processes, including costs, credits, timing, sources, statuses, bundles, IP addresses, and devices.

Configure Auto Process scenarios to automatically handle address, phone, and email validation results by choosing actions for each status and managing multiple address suggestions.

Configure Country/State Codes in Plauti Verify to map Salesforce and verification codes, customize labels, and manage overrides for orgs with or without picklists.

Transliteration in Plauti Verify converts supported scripts into one consistent script for validated addresses; learn which scripts are supported and how to enable it per org.

Learn when Plauti Verify temporarily processes data outside Salesforce, which validation and telemetry data are involved, and how to select the processing region.