Plauti Manipulate release notes

Improved

• API - All of Plauti Manipulate’s triggers and Apex Classes have been updated to API version 66.0.
• Manipulate Setup - Quickly switch between Setup pages of all of Plauti’s Apps, and find out more about the ones you aren't using yet.

Fixed

• General - Some warning messages did not contain any text.

Improved

• Ask AI/ChatGPT - More field types were added that can be used as Result Field, e.g. URL, Email, Number, and more.

Fixed

• Job Overview - For Direct Actions and Scheduled Jobs, the Job Options drop-down menu was not visible in their Job Overview.
• Scheduled Jobs - Weekly returning scheduled jobs were incorrectly indicated as returning daily in the Scheduled Job Overview.

Improved

• General - As part of Plauti’s rebranding process, the Data Action Platform app is not available anymore in the App Launcher from now on. Find DAP in Salesforce’s App Launcher as ‘Plauti Manipulate’. Don’t forget to add it to your favorites!
  Read more about the new naming in this blog, and find a list of all new names in DAP and Plauti Manipulate old and new names‍.

New

• Plauti Restore - Undo Merges and other field and record changes with the new Plauti Restore solution. Keep track of changes: merges, inserts, updates and deletions, on Objects and Fields you define. Restore changes including related data to revert accidental modifications. Restore from the main Changes overview, or from a custom record tab. Read more here, or watch the video.

Fixed

• Direct Action - In some cases an error occurred incorrectly when applying a Direct Action in a batch job.

Other

• Flow Actions - From Salesforce’s Winter ‘26 release onwards, flow apex actions in record-triggered flows cannot be used anymore in an immediate path (synchronous path or non-scheduled path). To prevent your flows with Plauti apex actions from failing, change the Transaction Control settings of your existing record-triggered flows to 'Always continue in current transaction’.
  Note that screen flows and auto-launched flows are not affected.
  Read more about updating your flows here.

New

• Ask AI - Expand on the features of Ask ChatGPT by choosing from different AI model providers in the new “Ask AI” action. Use Azure OpenAI, Google Gemini, AWS Bedrock, or OpenAI as your AI endpoint provider and make use of the advantages each provider offers. For now this is only available for text-based AI processing, but Ask AI Vision will follow soon.
• Export Data - A new Data Flow is available: Export Data. Next to importing data into your Salesforce Org, you can now export data from any Object as well. Export a CSV file with data from the entire object or a subset of records, from selected fields including parent fields. Run the Export Data Flow in Plauti Cloud, or in the new Plauti Desktop or Plauti Server apps that run on your local machine instead of in the cloud. Read more here.

Classes added

If you are not using the DAP permission set, add the following class to the applicable profiles:

• dapAIProvider
• dapAIProviderException
• dapAskAIAction
• dapAskAIController
• dapAskAIService
• dapAwsAIProvider
• dapAzureAIProvider
• dapGoogleAIProvider
• dapInAppNotification
• dapInAppNotificationController
• dapInAppNotificationRepository
• dapInAppNotificationScheduler
• dapInAppNotificationService
• dapOpenAIProvider

Improved

• Ask ChatGPT Vision - The Ask ChatGPT Vision action can now process PDF files as well.
• Ask ChatGPT Vision - If you need to process files larger than 2MB, e.g. files that cannot be referred to with a Public Link such as PDF files, you can increase the max file size in some cases. See Ask ChatGPT Vision action‍ for the specifics.
• General - Labels have been updated to reflect the new naming. Find the settings in Manipulate Setup, run a job via Manipulate Job, etc. Read more about the new naming in this blog, and find a list of all new names in DAP and Plauti Manipulate old and new names‍.

New

• Plauti Manipulate, and can be found under that name in the Salesforce App Launcher.
  For now both apps can still be used, but later this year only the new Plauti Manipulate app will be available. So add it to your favorites! Read More.

Classes Added

If you are not using the DAP permission set, add the following class to the applicable profiles:

• dapCallableApi

Other Items Added

• Add the new Plauti Manipulate app to your list of favorite Salesforce apps to use instead of the Data Action Platform app.
• If you are not using the DAP permission set, assign the following app to the applicable profiles or permission sets:
  Plauti Manipulate (plauti__plauti_manipulate)
  if you currently have the Data Action Platform (plauti__dapApp_Lightning) app assigned there.

Fixed

• General - When searching for a lookup value within a Plauti Manipulate (DAP) component, results were retrieved from all fields instead of only the applicable field.
• Scheduled Jobs - When editing a scheduled job for a large Macro, the changes could not be saved.

New

Plauti is rebranding! Data Action Platform has been renamed to Plauti Manipulate, and can be found under that name in the Salesforce App Launcher.
For now both apps can still be used, but later this year only the new Plauti Manipulate app will be available. So add it to your favorites! Read More.

Items added

• Add the new Plauti Manipulate app to your list of favorite Salesforce apps to use instead of the Data Action Platform app.
• If you are not using the DAP permission set, assign the following app to the applicable profiles or permission sets:
  Plauti Manipulate (plauti__plauti_manipulate)
  if you currently have the Data Action Platform (plauti__dapApp_Lightning) app assigned there.

Improved

• Mass Update - Use an exact date or a relative date ('Today' or 'Today plus custom number of days') in a Macro or DAP Job that will mass update a date field. The relative date will be recalculated each time the Macro or DAP Job is executed. For example, run a weekly job to update a date field with the current date.

New

• Macros - Have a look at the new Macro Library, where you can download predefined macros to import in your DAP app. The Macro Library is a collection of pre-configured macros designed to simplify and standardize Salesforce data management. From correcting typos and cleaning URLs to leveraging AI for insights, these macros save time, improve accuracy, and ensure consistent, actionable data.

Improved

• DAP Actions - Apply DAP Actions such as Mass Delete, Mass Update or Ask ChatGPT to records of the Campaign Member object.
• General - A number of improvements were done to enhance performance and make DAP future-proof.
• Job Overview - Adjust the width of the columns in the DAP Job and Scheduled Job overviews. This improvement was made following a customer request at our Feedback Platform.

Classes Added

If you are not using the DAP permission set, add the following classes to the applicable profiles:

• dapAbstractStorageRepository
• dapDirectActionDefinitionRepository

Fixed

• Job Overview - If a scheduled job is based on a Macro, and at some point the Macro is edited, previous runs of the job will now display the Macro settings at the time of execution. This applies to all jobs that ran after DAP was updated to the current version.
• Scheduled Jobs - In some cases, the next run time according to the schedule displayed the computer time instead of the user’s time.

Improved

• Direct Action - A new trigger has been added: Apex Batch Insert. Use this trigger to execute a Direct Action after converting records with the DAP Mass Convert action. Read more about adding triggers here.
• General - DAP performance has been improved.
• Mass Update - Update controlling fields for dependent (controlled) picklists with the Mass Update action.
• General - Discover Data Flows, Plauti’s new import feature for Salesforce and Microsoft Dynamics. In Plauti Cloud, in the Data Importer menu, create Data Flows to process data in bulk. Import CSV or Excel files of any size into a Salesforce or Dynamics environment, with support for any Object or Entity type, and handy features like previous mapping memory. Perfect for data migration projects. Read more here.
  For now you can only insert data as new records into a Dynamics or Salesforce environment, but in the future updating, exporting and other data processing options will be available.

Fixed

• Action Grid - The Action Grid can now be filtered on fields that are not displayed in the listview.
• Field Variables - When using the Insert Field Variable option to add variables in a DAP action text field, all field variables that the user has access to are now available to use.

New

• Ask ChatGPT Vision - Let ChatGPT analyze images attached to records, and apply its conclusions to your workflows. This new action can be used in combination with ChatGPT models that accept image input.
  For example: use the Ask ChatGPT Vision action to check whether attachments of Cases are in line with the cases' subject and description. If an attached screenshot in a case matches the content then automatically send the case to a customer support agent; if not then flag it for somebody to take a look at it first. Read more here.
• Ask ChatGPT - Add data from related records. Extend the prompt with follow-up prompts that contain data from related records. This extends the possibilities for using ChatGPT. For example, use the Ask ChatGPT action to analyze all related Opportunities and create a financial report, or analyze all related Cases from the last 3 months to discover trends. Read more here.
• Mass Update - Add conditions to Mass Update actions to combine similar mass updates in one job. Conditions can also be added to your existing scheduled jobs, macros and direct actions.
  For example, in one Mass Update job, on each of the selected records, update field ‘Season’ to value ‘Summer’ if field ‘Hemisphere’ has value ‘Northern’, or to value ‘Winter’ if field 'Hemisphere’ has value ‘Southern’. Read more here.

Improved

• Action Grid - Improved filter use and display in the Action Grid.
• DAP Maintenance - Free up memory: remove unused DAP Flow Data records by starting a cleanup job in the DAP Settings.
• Mass Update - The Mass Update action will process large numbers of records significantly faster than before.
• Rollup - The Rollup action is now available for Direct Action. Read more about the Rollup action.

Classes Added

If you are not using the DAP permission set, add the following classes to the applicable profiles:

• dapOpenAiGPTVision
• dapDeleteFlowDataQueueable
• dapConditionService
• dapOpenAiActionRepository
• dapOpenAiController
• dapDateLiteralHelper

Bugfixes

• Action Launcher - The Action Launcher now closes properly when clicking 'Finish'.
• Assign Ownership - The Assign Ownership action will now distribute records according to its settings when started from a (DAP Job) Flow. Read more about Starting an Action from a Flow.

Improved

• Ask ChatGPT - No need to wait for Plauti to add compatibility with a new OpenAI model anymore. From now on the latest text-based OpenAI model is automatically supported; simply update the model in DAP Setup.
• Direct Action - Direct Actions can now trigger on SOAP API Update (for all Objects) and Web to Case (for Cases).

Bugfixes

• Action Launcher - In console apps such as Sales or Service Console, the Action Launcher now correctly returns to the List View after finishing.
• Macros - It was not possible to create an Ask ChatGPT macro for the Email Message object.
• Mass Update - Mass Update actions did not update number fields.

New

• Macros - Import and export DAP Macros to seamlessly transfer macros within or between Salesforce Orgs. Exported macros are saved as a file, which can then be shared or stored for later use. Import macros into your Action Library from a previously exported file. Read more here‍.
• DAP Analytics - On the DAP Setup Home page, keep track of what’s happening in your Data Action Platform app with several analytics widgets. View how many DAP Jobs you ran, which Actions were used and how, which DAP features are being used, and more.

Improved

• DAP Job - You can now filter the records for a DAP Job on having an empty picklist value.

Bugfixes

• DAP Job - The option to filter jobs so that only Leads or Contacts that are part of a certain Campaign are selected is back again.
• Mass Update - When you have a picklist with a lot of values (500+ values), the Mass Update action did not always work.

New

• Direct Action - Set up automated executions of DAP Actions, triggered by specific events such as API Single Insert, Update, record modifications, etc.; no flows or coding knowledge needed. Read more here.
• Rollup Action - The new Rollup action provides advanced data aggregation for single or multiple records. Calculate total, average, count, min, max, etc. values across related records and records with lookup relationships. Easily configure custom rollup logic using AND and OR filters, apply dynamic filters, and perform bulk record processing. Schedule rollups via Scheduled Jobs. Read more here.

Improved

• Ask ChatGPT - The Ask ChatGPT action is now available for GPT4 Turbo as well.
• General - Next to English, Dutch, French, German and Spanish, DAP is now available in Chinese (Simplified) as well. Translations for the other languages have been improved. However, if you still encounter any translation mistakes, do let us know!

Classes

If you are not using the DAP permission set, add the following classes to the applicable profiles:

• dapDirectActionController
• dapDirectActionService
• dapDirectActionWorker
• dapMacroActionService
• dapRollupAction
• dapRollupActionController
• dapRollupAtionHelper
• dapRollupActionRepository
• dapRollupActionService
• dapTrigger
• dapTriggerProcessor

Other Items

If you are not using the DAP permission set, add the following objects to the applicable profiles:

• dapDirectActionRecord
• dapMutex

Bugfixes

Scheduled Jobs - In some cases, scheduled jobs with 0 records selected did not complete right away.

New

• DAP Action Grid - Upgrade your list views with features such as improved filtering, drag-and-drop copy-paste, in-line field editing, and integrated DAP actions. Read more here.

Classes

If you are not using the DAP permission set, add the following classes to the applicable profiles:

• dapActionGridRepository
• dapActionGridWebController
• dapActionGridWebService
• dapControllerKoalaHost
• dapHttpPipeline
• dapLookupController
• dapWeb
• dapWebHttpRequest
• dapWebHttpResponse
• dapWebVfEntry

Other Items

If you are not using the DAP permission set, add the following object to the applicable profiles:

• dapGrid

Bugfixes

• DAP Job - With a large number of DC Jobs present, DC Job results could not be selected to use in a DAP Job.
• Mass Update - Mass Update can now be used again for updating picklist fields that get an empty dependent picklist field.
• A number of minor bugfixes.

New

• Ask Chat GPT - Use the new 'Ask Chat GPT' action to have Chat GPT answer prompts with input from selected records. The answers are then stored in the records for further use.
  For example, let Chat GPT assign departments to contacts based on the contacts' job title, so you can tailor communication to different target groups. The possibilities are endless! Read more here.
  Have a look at these videos for some ideas on how you can use this to improve your workflows in Salesforce:
  Assign departments to contacts
  Assign cases to departments

Improved

• DAP Job - Applying a DAP Job to records listed in a saved report has been improved.

Classes

If you are not using the DAP permission set, add the following classes to the applicable profiles:

• dapAssignService
• dapOpenAiGPT

Bugfixes

• Assign Ownership - Open activities could not be transferred along to the new owner for a number of objects.
• Assign Ownership - The Assign Ownership action did not work when used as a macro in a job of flow.
• Find & Replace - The “Street" field can be used again in the Find & Replace action.

New

• Start Action in Flow - In a Flow, run a DAP Action (preconfigured in a Macro) on one or more records gathered earlier in the Flow. Read more here.
• Start Action from Apex Class - Start a DAP Action from an Apex Class. The actions are provided as Macros for easy configuration. Read more here.

Improved

• DAP Job - Apply a DAP Job to records listed in a saved report. The job is applied to records in a RecordID column of the report, so these can also be records related to the report object (e.g. a list of Parent Accounts in an Account report).
  When selecting records for a DAP Job, users can choose from the saved reports they have access to. Read more here.
• DAP Job - When configuring a DAP Job filter, use the Preview Record Selection feature to verify which records will be processed by the job.
• General - DAP is optimized for the Salesforce Summer '23 release.

Classes

If you are not using the DAP permission set, add the following classes to the applicable profiles:

• dapApexApiV1
• dapFlowApiJobOnRecordsV1
• dapFlowApiSingleRecordV1
• dapFlowApiV1
• dapPreviewRecordsController
• dapReportIntegration

New

• Run Apex Class Action - Run an Apex Class as an action. Select an Apex Class from the Action Launcher, apply it to a job, create a macro for it, etc. Read more here.

Improved

• Exclude fields from editing - In the Mass Update and Find & Replace actions, limit the fields that are available for updating. This way users cannot update certain fields in bulk, but can still edit these fields on single records. Note that the excluded fields can still be set for updating in the Macros of these actions.
• Action Assignment - Determine whether an action is available for a certain object, per user or profile.
• DAP Job - Optimized filter logic.

Classes

If you are not using the DAP permission set, add the following classes to the applicable profiles:

• dapApexClassInfoService, dapCustomApexActionInputV1, dapCustomApexActionOutputV1, dapInterfaceCustomApexActionV1, dapJarvisClient, dapJarvisHttpMock, dapLicenseApiKeyStore, dapPlautiSecretStore, dapRunApexClassAction, dapRunApexClassController, plautiLicenseClient, plautiSobjectLookupService

Fixed

Assign Ownership - The Assign Ownership action sometimes assigned records via an incorrect split when license and process limits were reached.
DAP Job - Scheduled jobs could fail if zero records were selected.
Find & Replace - Replacing a field value by using a field variable did not work if the variable returned no value.
Mass Update - In some cases it was possible to insert a field variable into a restricted picklist.