Contact us when you require more macros or a higher record limit or for integration with Duplicate Check and/or Record Validation.
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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 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.
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
Save actions and their configurations as a macro to save time
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.
Run data modification jobs on large sets of data. Use filters to create your selection.
Schedule DAP jobs to run at specific intervals.
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.
Save actions you perform regularly as a macro to save time.
See which actions were performed per user, per action, or per record.
Limit to the number of Macros you can save. Contact us if you need more.
Custom Actions Limit
Limit to the number of Custom Actions you can save. Contact us if you need more.
Record Limit per Action
The number of records you can alter in a single action (list or job). Contact us if you need more.
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Start with Plauti
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.