Installation Guide
Install Record Validation in Salesforce, configure your organization, manage user access, activate RV Live, update components, and safely uninstall the package.
Step 1. How to install Plauti Verify
Install Plauti Verify from Salesforce AppExchange by selecting a Sandbox or Production environment, confirming the terms, choosing user access, and completing the installation before configuration.
Step 2. Configure your Salesforce organization
Configure Salesforce for Plauti Verify by enabling API access, granting user permissions, deploying Verify Entry, and setting up Verify Live for record validation.
User access options
Learn how to grant Record Validation access using permission sets, profiles, or custom permissions, including differences in access scope and maintenance after updates.
User acces via Verify Permission Set
Learn how to grant Plauti Verify access with the managed permission set, hide sensitive tabs, and understand when manual profile or custom permission updates are required.
Update to the new Verify Live
Learn how to replace the deprecated Record Validation component with the new Verify Live component in Salesforce Lightning App Builder and activate it for each object.
How to uninstall Plauti Verify
Uninstall Plauti Verify by restoring Salesforce’s default New and Edit buttons for verified objects, then removing the package from Installed Packages.