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How-To's | Plauti Verify for Salesforce

Step-by-step articles on how to configure Record Validation

How-To's Usage Guide Installation Guide Setup Guide Development Guide Flow Actions Release Notes Troubleshooting
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  • Plauti Verify for Salesforce
  • How-To's

How-To's

  • How to grant login access to Record Validation Support
  • How to find your Salesforce Organization ID
  • How to deploy the Plauti Verify Entry page (in Salesforce Lightning)
  • How to deploy the Record Validation Entry page (in Salesforce Classic)
  • Integrate Duplicate Check with Record Validation
  • How to apply Record Validation to your Objects
  • How to add and configure RV Live to your page layout in SF Lightning
  • How to add and configure Record Validation Live to your page layout in Salesforce Classic
  • How to add Record Validation Live to Standard Object page layout in Salesforce Classic
  • How to store Status Code and other RV info in a custom field
  • How to enable API access on a Salesforce account (in Salesforce Lightning)
  • How to enable API access on a Salesforce account (in Salesforce Classic)

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