Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Plauti: the complete data quality lifecycle • all within Salesforce
Monitor. Clean. Prevent. Act. 100% in Salesforce.
Overview
Monitor. Clean. Prevent. Act. Plauti is the complete & native data quality lifecycle for Salesforce. Unify all customer data and create a trusted customer 360 view for humans and AI, right within Salesforce.
MONITOR: KNOW WHAT'S IN YOUR DATA Get a data quality score. Diagnose data quality: see fill rates, duplicate values, unused fields, and more on every object. Document your metadata in one place. Know what to fix before you clean, automate or run AI.
CLEAN: FIX IT AT SCALE Merge duplicates, verify emails and addresses, mass-update records. Millions in a single native job. Turn the problems Monitor found into data teams trust.
PREVENT: STOP BAD DATA AT THE DOOR Catch duplicates and errors as records enter, from web forms, imports, APIs and integrations. Data stays clean after the cleanup, not just during it.
ACT: PUT CLEAN DATA TO WORK Assign, route and trigger on data you can trust. Rules run headless across the UI, API and every entry point. Sales, automation and AI work from one source of truth.
MOVE FAST WITHOUT FEAR Undo any merge, edit, delete or insert, down to a single field, right inside Salesforce. Full audit trail, no IT ticket, no restoring a whole org backup.
YOUR DATA QUALITY, SCORED 1 TO 100 Get a 1 to 100 score for your CRM data health at record, field and object level, as a PDF you can share with leadership. Know where you stand before AI runs on it.
HAPPY END-USERS Empower your teams with deduplicated, standardized, verified and precisely routed records. Marketing, sales and service are guaranteed unique records with valid contact data.
SEAMLESS CUSTOMER EXPERIENCE No more duplicate outreach by Marketing or Sales. No more wasted time on Leads or Contacts that cannot be contacted. No more missing of ART targets.
INCREASE SALESFORCE ROI Bad data ruins forecasting, decision-making, automation, and (Einstein) AI efforts. Implement a data hygiene system and increase the ROI of your Salesforce.
DATA MANAGEMENT Deduplication & Consolidation => advanced matching engine | advanced merge rules | batch jobs | schedule Verification, Standardization => batch jobs | email, phone, addresses | schedule Mass actions => update | delete | convert | assign ownership | change hierarchy | find & replace | schedule Deduplication & Consolidation => direct processing | live alerts & suggestions | analytics & reports Validation, Standardization => direct validate | live alerts & suggestions | analytics & reports Customized routing => skills | territory | proximity | live alerts Dynamic capping => workloads based on team capacity | availability SLA reassignment => automatic reassignment Apex Plugins, Apex API, REST API, and SFDX Plugins. Dynamic Assignment=> bulk import Use cases: ✔ Merging multiple CRM databases ✔ Database migrations ✔ Cleanse legacy bad data quality ✔ Prevent bad data quality ✔ Account matching ✔ Enable Master Data Management (MDM) ✔ Seamless customer & employee experience ✔ Improved email deliverability & sender reputation ✔ Sales rep efficiency & productivity ✔ Accurate forecasting & reporting ✔ Salesforce adoption & ROI
Categories
- Business Needs
- IT & AdministrationData ManagementData Cleansing
- Personas
- AdministratorBusiness Operations ManagerExecutive
- 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.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile