
Learn more about our products by reading blog posts, white papers. View webinar recordings and register for upcoming webinars.
We have experience improving the employee and customer experience for a large range of verticals and organization sizes. Contact us to see how we can create a unified and valid view of your customers.
Learn how our customers create a unified and validated view of the customer.
We have experience improving the employee and customer experience for a large range of verticals and organization sizes. Contact us to see how we can create a unified and valid view of your customers.
Plauti offers a broad range of native data management solutions for Salesforce. All solutions give end-users, admins, and developers powerful options to improve data quality and are extensible through a complete API and Flow Actions library.
Plauti offers a broad range of native data management solutions for Salesforce. All solutions give end-users, admins, and developers powerful options to improve data quality and are extensible through a complete API and Flow Actions library.
Plauti data management (PDM) enables a unified and trusted customer 360 in Salesforce by deduplicating, consolidating, formatting, validating, and mass editing siloed customer data.
Find, clean and prevent duplicates. The most advanced duplicate management native to Salesforce.
Contacting your leads and customers is the number one requisite for successful marketing and sales campaigns. By validating and formatting your email, phone number, and address fields, you will decrease bounce rates, increase delivery rates, introduce new segmentation options and reduce data entry time.
Save tons of time and boost productivity with the most complete bulk data action solution for Salesforce. No more switching between multiple apps, components or the time-intensive use of Data Loader, but a single solution, backed by a highly configurable and secure framework.
Very often, we have to deal with wrong data and the wrong mask of phones. We are more happy using this solution for a very good price. Thanks for the great support.
The solution works very well with the Lightning platform and allows users to validate an individual record while allowing admins to run batch validations. Best of all, the tool is very affordable and operates on an easy-to-understand credit model.
Our SF administrator introduced us to this tool and it has helped us by leaps and bounds to manually clean up our key contact and account records. We recently upgraded to the premium version and are looking forward to applying automerge rules on several thousand records based on earlier patterns that we've seen in our data.
We used the enterprise/premium version to manage duplicate record creation and simple stewardship rules in Service org. The duplicate check algorithm is quite powerful and the premium version has some amazing feature if you are limited by org limits. Very easy to install, configure and manage reporting on de-duplications.
Duplicate Check has great functionality, miles ahead of anything that we were using native to Salesforce. It does take quite a bit of trial and error to get the rules set-up according to your organisations specific needs. However once we had them set-up, our auto-merges and jobs run quietly in the background to keep our data clean.
Pieter was very helpful during our demo sessions and I was able to fairly quickly set up a few scenarios for Leads, Contacts, and Accounts to begin experimenting with and getting the "knobs" adjusted correctly. I was able to identify and merge several large chunks of existing duplicates and I think this app will become a big win for us when it comes to proactive duplicate handling and management.
I highly recommend Plauti's Duplicate Check. It offers the possibility to create merge jobs based on many duplicate scenarios. You can then choose to run the jobs immediately or schedule them. It's a complete tool. We couldn't clean our contact and lead duplicates without it. Their sales and support teams are also very professional and helpful.
I've implemented DuplicateCheck in a handful of Orgs, all with incredible success. The interface is easy and intuitive - and provides an immense amount of control and oversight over the merges and auto-converts.
I really like the flexibility and ease of use. As a Salesforce consultant, I have used Duplicate Check to clean up more orgs than I can count. This is my go to tool!Makes finding and merging much easier
This is a great tool from proactively managing duplicates from outside sources. Gives you the ability to get ahead of them instead of reacting to an problem.
It was awesome working with the Duplicate Check team. Their availability and flexibility was instrumental in our decision to purchase. The DC tool is what we were looking for and apparently much more! Looking forward to using the tool for our deduplication project. Thank you for the wonderful help and tutorials, Robert!
We use PDM to remove existing and prevent new duplicated Household Contacts in our NPSP use case (mostly Fundraising). It does what it's supposed to do, the rules to identify duplicates are very customizable, and the mass merge just works.
It makes merging easy for everyone. The best thing I can say about it is the support. They are always responsive to any questions or job setups. We merged 3 databases into Salesforce. This product has helped free up storage and get rid of the dupe data.
Great to have on hand. Especially well-appreciated by Admins like me. Plauti's more intuitive, comprehensive approach has really paid off. I would absolutely recommend the 360 Package if the option arises.
Customer experience is top tier. I cannot say enough good things about the customer success manager paired with our organisation. Their commitment to the success of our team has been outstanding.
The service desk of Plauti really goes far and beyond to make sure you are being assisted and helped with your functional requirements.
The fact that their tool had what I was looking for: Mass Update, Edit, and Delete options. Not only that, but they offered a wide range of possibilities and opportunities through their "Variables" menu.
Ease of use. The user interface is simple and intuitive. Plauti's powerful analytics and reporting capabilities provide valuable insights into our software systems, allowing us to identify and address issues quickly and efficiently.
A perfect product to merge the different records. Is easy and intuitive to use, and people can do different changes to the process using different actions such as Apex code or standard tool configuration.
It's native to Salesforce and easy to set up and use. It also has a ton of flexibility to create matching rules that make sense for your business and data.
Pre-sales and onboarding engagement were good. Support, when needed, has been great, too—a very useful tool.
We love working with Plauti. It gives us all the tools we want and more to keep our data clean. Their support is very good, accurate, and fast.
The solution is simple to understand, configure, implement, and do what was promised. The support provided during implementation was great.
The time saved cleaning up duplicate entries and mass editing/deleting records. Direct Processing with cross-object functionality is a game-changer.
Specifically, using the de-duping product in conjunction with Salesforce Service Cloud.
We've been using DC for a couple of years. We've been impressed with Plauti's customer support and online documentation. The product has been easy to maintain and very helpful to our efforts to maintain data quality.
Love this tool for my clients. Keeps the data really clean, and whenever there's an issue the customer service is so fast and helpful. Highly recommend.
I love the granular control this app gives to alerting to duplicates in our org. There is so much it can do and I am excited to continue working with it. The training and support provided has been very helpful as well!
Data flows into your Salesforce database from everywhere. DC can easily check where there are duplicates in your system, making it easy to merge leads from your website with an existing customer, for example. This powerful tool makes you aware of your data quality.
We use Duplicate Check to automatically identify identical records in our system and merge them. For that purpose, it does its job very well. The tool has a "set it and forget it" mentality.
First of all, it's completly native integrated into Salesforce. That's a significant advantage because your confidential data are not leaving your Org. It's not all about merging. They also offer great options for prevention and handling false positives.
The app is really useful and is a great time-saver as it allows to merge records with all related records. Customer Support is outstanding and always very responsive.
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.
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.
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.
This app has been a game changer for us. Now we can simply run a validation job and send the mailing out with confidence!
I have chosen this solution among other validation tools, is quite helpful and accurate, UI Friendly, and a good technical support is given.
Works very well with the Lightning platform and allows users to validate an individual record while allowing admins to run batch validations. Best of all, the tool is very affordable and operates on an easy-to-understand credit model.
Amazing Solution - helping so much to maintain data integrity in our organization.
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.
It worked as advertised and was super easy to set up. It's been great!
The validation has really improved the user experience & accuracy of data. No more duplicates either. Thanks to the team for all your excellent support.
This app is handy for taking action on Salesforce records in bulk, filling the gaps of some salesforce limitations. Being able to do it directly in Salesforce it extremely helpful.
I tried this app for clients who work in lightning experience and wanted to validate their (address) data. Installation is easy. Support is also great.
Very often, we have to deal with wrong data and the wrong mask of phones. We are more happy using this solution for a very good price. Thanks for the great support.
The solution works very well with the Lightning platform and allows users to validate an individual record while allowing admins to run batch validations. Best of all, the tool is very affordable and operates on an easy-to-understand credit model.
Our SF administrator introduced us to this tool and it has helped us by leaps and bounds to manually clean up our key contact and account records. We recently upgraded to the premium version and are looking forward to applying automerge rules on several thousand records based on earlier patterns that we've seen in our data.
We used the enterprise/premium version to manage duplicate record creation and simple stewardship rules in Service org. The duplicate check algorithm is quite powerful and the premium version has some amazing feature if you are limited by org limits. Very easy to install, configure and manage reporting on de-duplications.
Duplicate Check has great functionality, miles ahead of anything that we were using native to Salesforce. It does take quite a bit of trial and error to get the rules set-up according to your organisations specific needs. However once we had them set-up, our auto-merges and jobs run quietly in the background to keep our data clean.
Pieter was very helpful during our demo sessions and I was able to fairly quickly set up a few scenarios for Leads, Contacts, and Accounts to begin experimenting with and getting the "knobs" adjusted correctly. I was able to identify and merge several large chunks of existing duplicates and I think this app will become a big win for us when it comes to proactive duplicate handling and management.
I highly recommend Plauti's Duplicate Check. It offers the possibility to create merge jobs based on many duplicate scenarios. You can then choose to run the jobs immediately or schedule them. It's a complete tool. We couldn't clean our contact and lead duplicates without it. Their sales and support teams are also very professional and helpful.
I've implemented DuplicateCheck in a handful of Orgs, all with incredible success. The interface is easy and intuitive - and provides an immense amount of control and oversight over the merges and auto-converts.
I really like the flexibility and ease of use. As a Salesforce consultant, I have used Duplicate Check to clean up more orgs than I can count. This is my go to tool!Makes finding and merging much easier
This is a great tool from proactively managing duplicates from outside sources. Gives you the ability to get ahead of them instead of reacting to an problem.
It was awesome working with the Duplicate Check team. Their availability and flexibility was instrumental in our decision to purchase. The DC tool is what we were looking for and apparently much more! Looking forward to using the tool for our deduplication project. Thank you for the wonderful help and tutorials, Robert!
We use PDM to remove existing and prevent new duplicated Household Contacts in our NPSP use case (mostly Fundraising). It does what it's supposed to do, the rules to identify duplicates are very customizable, and the mass merge just works.
It makes merging easy for everyone. The best thing I can say about it is the support. They are always responsive to any questions or job setups. We merged 3 databases into Salesforce. This product has helped free up storage and get rid of the dupe data.
Great to have on hand. Especially well-appreciated by Admins like me. Plauti's more intuitive, comprehensive approach has really paid off. I would absolutely recommend the 360 Package if the option arises.
Customer experience is top tier. I cannot say enough good things about the customer success manager paired with our organisation. Their commitment to the success of our team has been outstanding.
The service desk of Plauti really goes far and beyond to make sure you are being assisted and helped with your functional requirements.
The fact that their tool had what I was looking for: Mass Update, Edit, and Delete options. Not only that, but they offered a wide range of possibilities and opportunities through their "Variables" menu.
Ease of use. The user interface is simple and intuitive. Plauti's powerful analytics and reporting capabilities provide valuable insights into our software systems, allowing us to identify and address issues quickly and efficiently.
A perfect product to merge the different records. Is easy and intuitive to use, and people can do different changes to the process using different actions such as Apex code or standard tool configuration.
It's native to Salesforce and easy to set up and use. It also has a ton of flexibility to create matching rules that make sense for your business and data.
Pre-sales and onboarding engagement were good. Support, when needed, has been great, too—a very useful tool.
We love working with Plauti. It gives us all the tools we want and more to keep our data clean. Their support is very good, accurate, and fast.
The solution is simple to understand, configure, implement, and do what was promised. The support provided during implementation was great.
The time saved cleaning up duplicate entries and mass editing/deleting records. Direct Processing with cross-object functionality is a game-changer.
Specifically, using the de-duping product in conjunction with Salesforce Service Cloud.
We've been using DC for a couple of years. We've been impressed with Plauti's customer support and online documentation. The product has been easy to maintain and very helpful to our efforts to maintain data quality.
Love this tool for my clients. Keeps the data really clean, and whenever there's an issue the customer service is so fast and helpful. Highly recommend.
I love the granular control this app gives to alerting to duplicates in our org. There is so much it can do and I am excited to continue working with it. The training and support provided has been very helpful as well!
Data flows into your Salesforce database from everywhere. DC can easily check where there are duplicates in your system, making it easy to merge leads from your website with an existing customer, for example. This powerful tool makes you aware of your data quality.
We use Duplicate Check to automatically identify identical records in our system and merge them. For that purpose, it does its job very well. The tool has a "set it and forget it" mentality.
First of all, it's completly native integrated into Salesforce. That's a significant advantage because your confidential data are not leaving your Org. It's not all about merging. They also offer great options for prevention and handling false positives.
The app is really useful and is a great time-saver as it allows to merge records with all related records. Customer Support is outstanding and always very responsive.
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.
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.
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.
This app has been a game changer for us. Now we can simply run a validation job and send the mailing out with confidence!
I have chosen this solution among other validation tools, is quite helpful and accurate, UI Friendly, and a good technical support is given.
Works very well with the Lightning platform and allows users to validate an individual record while allowing admins to run batch validations. Best of all, the tool is very affordable and operates on an easy-to-understand credit model.
Amazing Solution - helping so much to maintain data integrity in our organization.
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.
It worked as advertised and was super easy to set up. It's been great!
The validation has really improved the user experience & accuracy of data. No more duplicates either. Thanks to the team for all your excellent support.
This app is handy for taking action on Salesforce records in bulk, filling the gaps of some salesforce limitations. Being able to do it directly in Salesforce it extremely helpful.
I tried this app for clients who work in lightning experience and wanted to validate their (address) data. Installation is easy. Support is also great.
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.