The Manipulate Actions

Configure and use Ask AI in Salesforce to query records, include related data, save responses, and automate repeatable prompts with macros.

Learn to configure and use the Ask ChatGPT action in Salesforce, add field and related-record data to prompts, save responses, and create macros for repeatable automation.

Learn to configure and use Ask ChatGPT Vision in Salesforce to analyze attachments, apply prompts and field variables, save results, and automate image-based workflows with macros.

Assign record ownership evenly or by custom percentages to users, groups, and queues, with options for notifications and related records.

Create identical tasks for multiple records, assign them to users, and configure task details such as status, due date, priority, and comments.

Use Find & Replace to locate values in selected records using operators or regular expressions, then replace full or partial values in bulk with fixed values or field variables.

Learn how to use Mass Convert to bulk-convert Leads into Accounts, Contacts, or Person Accounts, create related Opportunities, assign owners, and review conversion results.

Mass Delete lets you remove multiple records from a list view or job, choose whether to bypass the recycle bin, confirm deletion settings, and review the action results.

The Mass Update action is available for all license types. Setting conditions to only update records if certain criteria are met, is available for the Premium and PDM editions.

Configure Plauti Manipulate Rollup actions to aggregate related records with flexible filters, multiple calculation types, lookup support, bulk processing, and scheduled updates.

Learn how to configure and run Salesforce autolaunched Flows as Plauti Manipulate actions, apply them to multiple records, use macros, and monitor executions.

Learn how to run eligible Apex Classes as Manipulate actions, apply them to multiple records, configure chunk sizes, control access, and monitor executions in the Audit Log.

Set account hierarchies for multiple accounts using a drag-and-drop interface, review existing parent-child relationships, and apply the updated structure from the Action Launcher.