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Data Action Platform

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Free

Starts at

$0 / mo

No credit card required

Install Go to AppExchange
Including:
  • Max. 200 records / action
    For actions launched from List View
  • Unlimited Users
    All licenses include unlimited users
  • Run Actions from List View or Dynamic Related Lists
    Adds the Action Launcher button to your List View pages to access your bulk actions
  • Mass Update
    Mass update records with new values for one or more fields
  • Mass Convert
    Mass Convert your Leads to Contacts and, if you choose, Opportunities
  • Mass Delete
    Clean up your data by swiftly deleting + optional skipping of the recycle bin
  • Mass Create Task
    Save time when following up on events by mass-creating tasks for a selection of records

Advanced

Starts at

$125 / mo

billed annually

Buy now Try for free
Free plan, plus:
  • Mass Assign Ownership
    Use the Assign Ownership action to assign ownership of records to users, groups or queues, dividing the records evenly between users or based on a custom distribution
  • Mass Set Account Hierarchy
    See how accounts are related and change the hierarchy of multiple accounts in one go. Define the hierarchy for a selection of Accounts via a drag & drop-interface
  • Find & Replace
    Use the Find & Replace action to find records with a specific value in a field, and replace them with a given value or field variable in bulk
  • Run Batch Jobs
    Run data modification jobs on large sets of data. Use the advanced filters to create a subset of records. Choose and configure a data action, and run a batch job in the background
  • Configure Actions
    Provide easy access to your actions from a record, list view, or job. Control access and functionality per user profile. Set a maximum number of records to alter to prevent large-scale data loss
  • 5,000 records / action
    Record limit per action in a Batch Job. Contact us if you need a higher limit
  • 5 macros
    Save actions and their configurations as a macro to save time
Most popular

Premium

Starts at

$250 / mo

billed annually

Buy now Try for free
Advanced plan, plus:
  • Personal onboarding
    1:1 Session to help you set-up Data Action Platform.
  • Ask ChatGPT
    Integrate prompts into Salesforce processes. You can retrieve company info and update the description field or assign cases based on it. This can be done manually or automatically for multiple records.
  • Assign actions to user profiles
    Control access to mass actions per user profile and set a maximum number of records that can be altered.
  • Audit log
    See which actions are performed per user, per action, or per record.
  • Scheduled Jobs
    Schedule a preconfigured DAP Job to run at a set frequency and time.
  • Run a flow
    Bring all flow capabilities to any user in Salesforce.
  • 10,000 records / action
    Record limit for Mass Action Jobs. Contact us if you need a higher limit.
  • 20 macros
    Save actions and their configurations as a macro to save time.
  • 5 custom actions
    Write your own custom actions using Apex Class.

Enterprise

Custom
Talk to expert Contact us

Contact us when you require more macros or a higher record limit or for integration with Duplicate Check and/or Record Validation.

COMPARE OUR PLANS
Comparison
Free
Advanced
Premium
Actions
Mass Update
There are so many use cases for this, we are sure you can think of a few in your own Salesforce org. Mass update records with new values for one or more fields., all with a few clicks.
Mass Convert
Mass Convert your Leads to Contacts and, if you choose, Opportunities. Choose to convert them as Contacts for an existing Account, or create a new Contact and Account. The same goes for Opportunities: don't create an Opportunity, convert them all to the same Opportunity (new or existing) or create a new Opp for each convert in your run.
Mass Delete
One of our basic actions. Clean up your data by swiftly deleting a double import or similar. You can opt to skip the recycle bin if you wish for total deletion.
Mass Create Task
Save time when following up on events by mass-creating tasks for a selection of records.
Mass Assign Ownership
Assign Ownership of selected records. Decide how the records should be assigned in percentages (for example 50/50 or 25/75). Assign to users or groups.
Set Account Hierarchy
Create account hierarchies in bulk. Just select a number of Accounts and add them as subsidiaries to a parent Account.
Find & Replace
Use the Find & Replace action to find records with a specific value in a field, and replace them with a given value or field variable in bulk
Macros
Save actions and their configurations as a macro to save time
Ask Chat GPT
Integrate prompts into Salesforce processes. You can retrieve company info and update the description field or assign cases based on it. This can be done manually or automatically for multiple records.
Custom Actions
Write your own custom actions using Apex Class.
Run a Flow
Bringing all flow capabilities to any user in Salesforce
Action Launcher
List View
Add the Action Launcher button to your List View pages to access your actions. Select records, press the button, select and configure your action and go.
Job
Run data modification jobs on large sets of data. Use filters to create your selection.
Scheduled job
Schedule DAP jobs to run at specific intervals.
Action Library
Configure Actions
Configure the different actions to perform your business logic.
Assign action to user profiles
Provide easy access to your actions from a record, list view, or job. Control access and functionality per user profile. Set a maximum number of records to alter to prevent large-scale data loss.
Governance
Audit log
See which actions were performed per user, per action, or per record.
Limits
Record Limit per Action
The number of records you can alter in a single action (list or job). Contact us if you need more.
200
5000
10000
Macro Limit
Limit to the number of Macros you can save. Contact us if you need more.
5
20
Custom Actions Limit
Limit to the number of Custom Actions you can save. Contact us if you need more.
5

Customer satisfaction in their own words

David Cockrum
Amazing Solution
David Cockrum / Founder & CEO at Vantage Point Consulting
Amazing Solution - helping so much to maintain data integrity in our organization.
Rahael Ross
Great!
Rahael Ross / Customer Data Manager at what3words
This app has everything we need to reduce admin time and has a great UI! Testing, setting up and all communications with Plauti have been really simple.
Hollis Malkowski
Works!
Hollis Malkowski / Salesforce Administrator at Ethic
It worked as advertised and was super easy to set up. It's been great!
Forrest Lee
Easy and native in Salesforce
Forrest Lee / Development coordinator at los angeles cleantech incubator
Used this for mass editing records. Very useful to do this within Salesforce rather than exporting and re-uploading data. Plauti team was extremely responsive.
McKay Howell
Good features, great support
McKay Howell / Administrator at Irby Group
Our users love having the mass update capability and as the admin I appreciate not needing to use data loader for these every-day record updates.
Aaron Harrell
Great time saver
Aaron Harrell / Program & Product Management at Miratech
I like how simple it makes it to mass transfer records and search and destroy data 'ugliness'. You can use DAP to find and replace all to standardize accounts and contacts quickly.
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We'll use this time to evaluate your current processes, understand your interests and needs, and discuss how Plauti helps you to improve your data.

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