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Handle data manipulation in single action executions!
Bulk updates, conversions, deletes, and owner changes, Ask AI - inside SF
Overview
From small fixes to major cleanups, Plauti runs bulk actions natively in Salesforce: update, delete, convert leads, reassign ownership, find/replace, trigger Flows, rollup values, AI prompts to enrich; built for large datasets within SF limits.
MASS / BULK ACTIONS ✓ Ask AI ✓ Mass Convert ✓ Mass Update ✓ Mass Delete ✓ Find & Replace ✓ Create tasks ✓ (Re-) Assign ownership ✓ Set Account hierarchy ✓ Macro: a saved configuration of any action ✓ Run a Flow ✓ Run an Apex class
RUN ACTIONS & CAP. FROM: ➤ List views ➤ Dynamic Related lists ➤ Batch jobs ➤ Reports ➤ Flows ➤ Apex classes
INITIATED BY: • Handpicked users • Chosen profiles • A Schedule • Record triggers • Platform events
BULK DATA ACTIONS ➤ Enrich with AI prompts (ChatGPT) ➤ Mass update ➤ Mass edit ➤ Mass delete ➤ Mass convert ➤ Mass create task ➤ Mass assign ownership ➤ Find & replace ➤ Set Account hierarchy ➤ Run a Flow ➤ Create a Customized Action ➤ Create a Macro: a saved configuration of any action RUN BULK ACTIONS FROM - List View - Batch Jobs (ad hoc, scheduled or recurring) USER-FRIENDLY & SECURE - Set up accessibility per bulk action from a list view or a batch job - Assign access to functionality per user and/or user profile - Set a maximum number of records to alter per user profile - Use Macros to save time in configuring your actions or create limited configurations for specific users - Use the Audit Log to conform to internal security and compliance requirements Say goodbye to mass editing records with Excel and Dataloader. Level up your game and use Plauti Manipulate for all your mass data manipulations, including mass convert, mass edit, mass delete, AI prompts (ChatpGPT) and many more. By installing the free version, you will automatically enter a 14-day Free Trial to experience all benefits. After this 14-day Free Trial, you automatically revert to the free edition.
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- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageSalesforce Mobile