How-To's

Learn how to enable API access in Salesforce Lightning through a profile or permission set for use with Record Validation for Salesforce.

Learn how to store Plauti Verify status codes, messages, validation dates, and phone types in custom fields for reporting and other uses.

Learn how to add Plauti Verify Live to Salesforce record layouts and configure validation settings for address, phone, and email fields, including validation metadata storage.

Configure Plauti Verify for any Salesforce object by mapping fields, overriding record actions, adding required status and validation fields, and deploying the Apex trigger.

Plauti Verify can be integrated with Plauti Deduplicate. Validate your records, and at the same time check whether the record you're creating or updating already exists in Salesforce.

Deploy the Plauti Verify Entry Lightning Component by overriding Salesforce New and Edit buttons, repeat setup for other objects, and understand compatibility with Deduplicate Entry.

Find your Salesforce Organization ID in Salesforce Classic, Lightning, or RV Setup by following the relevant navigation steps.

Learn how to grant Plauti Support login access in Salesforce Classic or Lightning and provide your ORG ID so the team can investigate your support case.