Installing PDM

Last published at: April 3rd, 2025

Welcome!

To install PDM:

  1. Install the PDM app
  2. Configure PDM and the different Plauti apps
 

Install PDM

To install PDM in your Salesforce ORG:

  1. Go to the AppExchange and click Get it now . 
  2. Decide if you want to install in Sandbox or Production.
  3. Read and confirm the Terms and Conditions and click Confirm and Install.
  4. Decide if you want to install for Administrators only, All Users, or Specific Profiles. We advise to install for Administrators only.
  5. Click Install.

Repeat the steps above for each ORG where you want to use PDM and its apps. You can link your Sandboxes to your Production license to make use of all your license's features in Sandbox as well.

You have now installed the Plauti Data Management framework app. You can find the app via the Salesforce App Launcher. When you open it for the first time, the Getting Started module will help you configure the app. 

Continue in the Configuring PDM knowledge article.

If you install PDM via the AppExchange, initially only the PDM app itself will be installed, not yet the Plauti apps it contains.