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Plauti Data Management for Salesforce

April 04, 2022
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Plauti Data Management (PDM) is a complete data management solution that is native to Salesforce. Unify all customer data and create a trusted customer view, right within Salesforce.

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Blog How to Route Leads by Territory and Keep Round Robin Fair
March 24, 2026 How to Route Leads by Territory and Keep Round Robin Fair
Five practical methods for combining territory-based lead routing with fair round robin distribution in Salesforce, from native rules to Plauti…
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Blog How to Find Duplicates Across Entities in Dynamics 365
March 24, 2026 How to Find Duplicates Across Entities in Dynamics 365
Learn how to find duplicates across Contacts, Leads, Accounts & custom tables in Dynamics 365 using cross-entity rules and automated jobs.
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