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In this release, a few security improvements have been made and the bundle size of the UI has been reduced by removing several dependencies. As well as minor Plauti MCP improvements - which you can upgrade by updating Plauti Desktop.
Scroll through to see all the exciting new features, improvements & updates we've been working on!
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In this release, a few security improvements have been made and the bundle size of the UI has been reduced by removing several dependencies. As well as minor Plauti MCP improvements - which you can upgrade by updating Plauti Desktop.
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Fixed
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This release brings Desktop, Server and Cloud together into one connected experience, built around the full data lifecycle and also introduced the new Plauti MCP.
Plauti MCP: now available! Plauti MCP connects your AI assistant to your Salesforce org and to Plauti Deduplicate. You ask questions in plain language, and the assistant does the work for you. Jobs run locally on your own computer.
Job runs on new connections: choose automatic or manual runs when you create a connection. You can still change this in Settings.
Send logs to support: send job or system logs to Plauti from Desktop and Server. Logs from failed jobs are still sent automatically.
Dark mode: now available, uses system preference by default.
You can update now. This version will become required in a few weeks.
If you are not using the Plauti Verify permission set, add the following classes to the applicable permission sets:
BulkConversionService_v1BulkValidationInput_v1BulkValidationOutput_v1PlautiBulkAPI_v1PlautiBulkRestAPI_v1PlautiRecordAPI_v1PlautiRecordRestAPI_v1RecordValidationInput_v1RecordValidationOutput_v1New
Quality Scoring calculates a data quality score (1-100) for your objects, fields, and individual records, based on your analysis job results. Set which fields and checks matter most from the new Quality Score tab in Object Configuration. Download a PDF summary after each Monitor Job; this PDF report is sent to the user that started the job as well. And add the “Plauti Monitor Data Quality Score” component to record pages so your team can see a record’s score and how to improve it at a glance.
Default weights are already set for standard objects. Configure Quality Scoring and run a Configured job to see your first data quality scores.
Read more in Quality Score.
Retention Policy - Automatically delete analysis results after a set number of days. Delete results for specific fields, analysis types, or date ranges, or for all objects at once.
Scheduled Analysis - Run Analysis Jobs automatically, on a daily, weekly or monthly schedule.
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If you are not using the Plauti Monitor permission sets, add the following classes to the applicable permission sets:
If you are not using the Plauti Monitor permission sets, add the following objects and fields to the applicable permission sets:
Plauti Monitor Admin and Plauti Monitor End User:
MDQualityScore__c, MDLicense__c
Plauti Monitor Admin only:
MDRetentionPolicy__c, MDScheduledJob__c, MDScoreWeight__c
Plauti Monitor Admin and Plauti Monitor End User:
MDBatchResult__c.MergedThroughChunk__c, MDFieldMetadata__c.PreviousScore__c, MDFieldMetadata__c.ScoreHistory__c, MDFieldMetadata__c.Score__c, MDLicense__c.AnalysisSummary__c, MDLicense__c.CustomObjects__c, MDLicense__c.EditionLabel__c, MDLicense__c.FieldFilter__c, MDLicense__c.FieldInsights__c, MDLicense__c.HistoryView__c, MDLicense__c.IsSandbox__c, MDLicense__c.IsTrial__c, MDLicense__c.JobAnalysis__c, MDLicense__c.JobScheduling__c, MDLicense__c.LicenseEnd__c, MDLicense__c.OrganizationId__c, MDLicense__c.QualityScoring__c, MDLicense__c.RecordLimit__c, MDLicense__c.Refreshed__c, MDLicense__c.RetentionPolicy__c, MDLicense__c.StandardObjects__c, MDLicense__c.TrendAnalysis__c, MDObjectMetadata__c.LastConfigSavedAt__c, MDObjectMetadata__c.LastJobRunAt__c, MDObjectMetadata__c.PreviousScore__c, MDObjectMetadata__c.ScoreHistory__c, MDObjectMetadata__c.Score__c, MDObjectMetadata__c.ScoringEnabled__c, MDScheduledJob__c.Object__c
Plauti Monitor Admin only:
Account.QualityScore__c, Account.QualitySummary__c, Contact.QualityScore__c, Contact.QualitySummary__c, Lead.QualityScore__c, Lead.QualitySummary__c, MDFieldAnalysisResult__c.IsLatestForJobType__c, MDFieldAnalysisResult__c.PrimaryMetricValue__c, MDJob__c.IsOnboarding__c, MDJob__c.IsScheduled__c, MDObjectMetadata__c.ScoreStorage__c, MDQualityScore__c.ObjectPrefix__c, MDQualityScore__c.PreviousScore__c, MDQualityScore__c.RecordId__c, MDQualityScore__c.ScoreHistory__c, MDQualityScore__c.Score__c, MDQualityScore__c.Summary__c, MDRetentionPolicy__c.Object__c, MDRetentionPolicy__c.RetentionDays__c, MDScheduledJob__c.Day__c, MDScheduledJob__c.Enabled__c, MDScheduledJob__c.Frequency__c, MDScheduledJob__c.TimeZone__c, MDScheduledJob__c.Time__c, MDScoreWeight__c.AnalysisType__c, MDScoreWeight__c.ExternalKey__c, MDScoreWeight__c.Field__c, MDScoreWeight__c.Importance__c, MDScoreWeight__c.Object__c, Opportunity.QualityScore__c, Opportunity.QualitySummary__c
Fixed
Update Instructions
1,000 or $1,000) will stop matching after updating to this version. Review such rules and change the value to a plain number (1000).New
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Classes added
If you are not using the Plauti Assign permission sets, add the following classes to the applicable Admin permission sets:
srrDynamicQueryServicesrrFilterBuildersrrListViewControllersrrListViewRepositorysrrListViewServicesrrAssignmentOrderComparatorsrrObjectConfigRepositorysrrProcessingRuleControllersrrProcessingRuleEvaluatorsrrProcessingRuleOperatorServiceIf you are not using the Plauti Assign permission sets, add the following class to the applicable Admin and User permission sets:
srrProcessingRuleLogicValidatorOther Items added
If you are not using the Plauti Assign permission sets, add the following Object and Fields to the applicable Admin permission sets:
Object:
srrListView__cFields:
srrListView__c.Description__csrrListView__c.FilterCriteria__csrrListView__c.FilterLogic__csrrListView__c.ObjectType__csrrListView__c.SelectedFields__csrrListView__c.SortDirection__csrrListView__c.SortField__csrrListView__c.ViewName__cFixed
New
To determine which Merge Rule Set should be applied, add a priority and a condition, written as a Salesforce formula. When records are merged, Plauti Deduplicate evaluates the active merge rule sets in order of priority, and applies the first set whose condition is met by all records in the merge group. When no other sets match, the Default Merge Rules set is used.
Your existing merge rules are automatically converted to the Default Merge Rules set when you update. This set is always active and cannot be renamed, deleted, or given a condition. It can be cloned to create other merge rule sets.
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Merge Rules - The Master Record Rule, field merge rules, and field groups have been redesigned and offer more options:
Use the new Value based and Field based rule types. With Value based rules, the record where a field matches a specific value is selected, for example "City equals Arnhem". Field based rules can reference a different field than the field being configured.
Add up to five merge rules per rule: a primary rule, up to three additional rules, and a date-based rule that acts as the tiebreaker. For each additional rule, choose whether it applies to the records selected by the previous rule or to all records. If the primary rule is date-based, no additional rules are needed.
Salesforce Winter '27 - Plauti Deduplicate has been updated for compatibility with the Salesforce Winter '27 release.
Classes Added
If you are not using the Plauti Deduplicate permission sets, add the following classes to the applicable Admin/User permission sets:dc3ControllerMergeRuleSetdc3MergeRuleSetMigratordc3MergeRuleSetResolverBatchdc3MergeRuleSetSelectordc3MergeRuleSetValidatordc3MergeRuleSet
Other Items Added
If you are not using the Plauti Deduplicate permission sets, add the following field to the applicable Admin/User permission sets:dcGroup__c.AppliedMergeRuleSetId__c
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Update Instructions
New
This release introduces a new step for your data lifecycle management: Plauti Monitor. Monitor runs automated analyses across your Dataverse entities and fields, inside your environment. You pick the entity, the analyses, the specific fields each analysis runs against, and the thresholds. Every result displays as a meaningful indicator for your data quality: green, amber or red, not just a raw number. Then, the analysis results are stored in the Monitor Library, for a comparison over time and further analysis.
A few examples of the different analyses available:
Monitor runs inside Dataverse, within the security roles already present in your environment. It is included as an additional feature in your current Plauti for Dynamics installation, available after updating. Nothing new for IT to run or patch.
Monitor is where it starts. Clean and Prevent are the rest of it, and there's more coming to Monitor itself as well.
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Update Instructions
New
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{NumberOfAssignments}+1. Any errors are logged in the Assignment Notes field.1.0 correctly matches a rule value of 1. Text fields are unaffected and continue to match exactly.Classes added
If you are not using the Plauti Assign permission sets, add the following classes to the applicable Admin profiles:
srrFieldDescribeServicesrrILicenseRepositorysrrLicenseRepositorysrrMatchRuleHealthCheckControllersrrPackageLicenseDTOsrrUserPackageLicenseDTOIf you are not using the Plauti Assign permission sets, add the following classes to the applicable Admin and User profiles:
srrAccessServicesrrFormulaEvaluatorsrrMatchRuleFieldValidatorOther Items added
If you are not using the Plauti Assign permission sets, add the following fields to the applicable Admin profiles:
MatchGroup__c.Invalid_Fields__cMatchGroup__c.Last_Health_Check__cSLA__c.Hours_Of_Operation_End__cSLA__c.Hours_Of_Operation_Start__cIf you are not using the Plauti Assign permission sets, add the following fields to the applicable Admin and User profiles:
MatchLog__c.Assignment_Notes__cFixed
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Fixed
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In this release, we have added a connectivity check that verifies that the app can reach all the required URL endpoints. This check is done on startup, when adding a new connection and before starting a job.
Update instructions, you can update Plauti Desktop and Plauti Server using the in-app upgrade feature or using the fresh-installation method. Plauti Cloud is unaffected by this change.
Update Instructions
For Plauti Server, follow the update instructions in Update Plauti Server on Windows or Update Plauti Server on Linux. Plauti Desktop can be updated with the Update button in the top right of the app. Plauti Cloud is updated by Plauti.
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Update Instructions
For Plauti Server, follow the update instructions in Update Plauti Server on Windows or Update Plauti Server on Linux. Plauti Desktop can be updated with the Update button in the top right of the app. Plauti Cloud is updated by Plauti.
New
Improved
Fixed
Update Instructions
For Plauti Server, follow the update instructions in Update Plauti Server on Windows or Update Plauti Server on Linux. Plauti Desktop can be updated with the Update button in the top right of the app. Plauti Cloud is updated by Plauti.
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