Installing Plauti Manipulate

Install Plauti Manipulate from Salesforce AppExchange, choose the target environment and user access, then add the Action Launcher to the objects where you want to use it.

Set up Plauti Manipulate in Salesforce by adding the Action Launcher and, for Premium or PDM, Action Grid buttons, then granting users access.

Learn how to add the Action Launcher to Leads, Accounts, and Contacts in Salesforce so it appears in their list views and action menus.

Learn how to add the Action Launcher to supported Salesforce objects by creating a Visualforce page and custom list button, configuring access, and completing the object setup.

Learn how to add the Action Grid to Leads, Accounts, and Contacts, configure DAP Action button visibility by user or profile, and understand its List View limitations.

The Plauti Manipulate Action Grid is available for the Premium and PDM editions. As described in Add the Action Grid to Leads, Accounts and Contacts‍, the Action Grid can readily be added to list

Grant action, app, and execution access in Salesforce by configuring profiles, users, permission sets, process limits, and object permissions for Plauti Manipulate actions.