Step 2. Configure your Salesforce organization

To use Plauti Verify, you need to enable API access on your Salesforce account.

• Enable API access on a Salesforce account

Grant your users access via the Plauti Verify Permission Set, or with profile settings or custom permissions.

• User acces via Plauti Verify Permission Set‍

Learn more about user access options on this page‍.

To use Plauti Verify, you need to override your 'Edit' and 'New' button and use our Plauti Verify Entry page.

• Deploy Verify Entry

Learn more about Verify Entry on this page.

Verify Live lets you validate fields upon opening up a record.

• Add and configure Verify Live

Learn more about Verify Live on this page.