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Installing Plauti Orchestrate

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Plauti Orchestrate for Salesforce combines the strengths of Plauti's Salesforce apps in one flow.

Use one of the templates in the Plauti Orchestrate package to set up a flow that combines features of Plauti Manipulate, Plauti Deduplicate, Plauti Verify and Plauti Assign:

  • Trigger the flow with a Direct Action when a Lead is created
  • Let Plauti Verify validate the Lead's address details
  • Let Plauti Deduplicate check for duplicate Contact, Account, or Lead records and merge or convert if applicable
  • If no duplicates are found, let Plauti Assign assign the Lead
  • Keep users informed with email or in-app notifications

All fully automated and daisy-chained.

Install Plauti Orchestrate

To install the Plauti Orchestrate flow templates:

  1. Click the install link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tIV000000DHPdYAO
  2. Select “Install for Admins Only”
  3. Tick the box at “I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program.”
  4. Click “Install”

When installing is completed:

  1. Create a flow based on one of the templates
  2. Configure the flow to match your ORG settings

Read more about steps 5. and 6. in Configuring the Plauti Orchestrate flow.