Q: Which data quality problems does Plauti solve?
Plauti offers a data quality platform that works natively inside Microsoft Dynamics 365 CE and Salesforce. 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 CRM 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 CRM Admins, RevOps/Sales Ops, Marketing Ops, Customer Success, CRM/IT owners, and Data Governance teams in SMB and Enterprise Salesforce & Microsoft 365 CE orgs. It is ideal for data-intensive and regulated industries that depend on accurate customer data and reliable routing.
Q: Is Plauti only for Salesforce?
Plauti offers data quality functionality for both Microsoft Dynamics 365 CE and Salesforce. Plauti is not an ETL, MDM, or CDP platform.
Q: How does Plauti detect and merge duplicate records?
Plauti 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 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?
Plauti is installed from the Salesforce AppExchange and from the Microsoft Marketplace. 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.
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 & Dynamics 365CE governor limits. Jobs can be tuned for processing windows and volumes, and cross‑object and custom‑object scenarios are supported.
