How-To's

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

Find your Salesforce Organization ID in Salesforce Setup or Plauti Verify by following the steps to locate it in Company Information or License settings.

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.

Integrate Plauti Deduplicate with Plauti Verify by configuring the Verify Entry page and applying Deduplicate scenarios to prevent duplicate records during manual inserts and updates.

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

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

Enable Salesforce API access for Plauti Verify by updating a user profile or permission set, with steps for finding the setting and saving the change.