Q: What data quality problems does Plauti solve?
Plauti provides Salesforce native solutions for data quality, including duplicate detection and merging, data validation and standardization, contact data verification (email, phone, address), bulk cleanup, routing/assignment, and safe rollback of changes. It helps keep Salesforce Leads, Contacts, Accounts, and custom objects clean, consistent, and reliable for reporting and AI/Agentforce use cases.
Q: Who is Plauti designed for?
Plauti is built for Salesforce Admins, RevOps/Sales Ops, Marketing Ops, Customer Success, CRM/IT owners, and Data Governance teams in SMB and Enterprise Salesforce orgs. It is ideal for data-intensive and regulated industries that depend on accurate customer data and reliable routing.
Q: Which Salesforce clouds and objects does Plauti support?
Plauti is a Salesforce native suite for Sales Cloud and Service Cloud. It supports standard objects such as Leads, Contacts, Accounts, Opportunities, and Cases, as well as custom objects in Lightning. Matching and routing can be configured across objects, including cross-object scenarios.
Q: Is Plauti only for Salesforce?
Plauti is Salesforce‑first and runs natively inside Salesforce. For non‑Salesforce use cases, Plauti offers Deduplicate for Microsoft Dynamics via AppSource. Plauti is not an ETL, MDM, or CDP platform.
Q: How does Plauti detect and merge duplicate records?
Plauti Deduplicate uses configurable matching rules and scoring to find duplicates across Leads, Contacts, Accounts, and custom objects. Admins can define field weights, fuzzy matching, and thresholds, and can run both one‑time and recurring deduplication jobs. Merges respect Salesforce sharing rules and field‑level security, and all mass actions are logged for auditability.
Q: Can Plauti prevent duplicates in real time?
Yes. Plauti can prevent duplicates at key touchpoints such as Web‑to‑Lead, API integrations, imports, ETL tools, and manual entry. Real‑time prevention and verification can be implemented via Salesforce Flows, Apex, and the Plauti SDK, including Agentforce actions.
Q: Can Plauti validate and standardize contact data?
Plauti Verify supports localized address, email, and phone validation to improve deliverability and reachability. It can standardize formats and flag invalid or risky records, helping maintain global data quality while staying GDPR friendly.
Q: How does Plauti help with lead assignment and routing?
Plauti Assign provides flexible, no‑code assignment rules for leads and other objects, supporting territory models, ownership rules, and high‑volume go‑to‑market teams. It integrates with your deduplication and verification setup so only clean, qualified records are routed.
Q: How is Plauti deployed in Salesforce?
Plauti is installed from the Salesforce AppExchange (and from AppSource for Dynamics Deduplicate). Best practice is to install in a sandbox first, configure matching and verification rules, test jobs, and then deploy to production. Admins assign permission sets, set up flows or Apex actions if needed, and can see first results in hours to days.
Q: How does Plauti handle scale and large data volumes?
Plauti is built for mid‑market and enterprise scale, handling millions of records through batch and scheduled jobs that respect Salesforce governor limits. Jobs can be tuned for processing windows and volumes, and cross‑object and custom‑object scenarios are supported.
