Audience
Companies wanting a complete data management solution that is native to Salesforce and Microsoft Dynamics 365 CE
About Plauti
For Salesforce and Microsoft Dynamics 365 CE teams who want to run reports, automation and AI only on data they can trust, Plauti is the native data-quality platform that diagnoses, cleans and makes data actionable without it ever leaving the CRM.
Unlike bolt-on tools that export your data or native features that stop at detection, Plauti gives configurable, governed control across Salesforce and Dynamics — so the AI, analytics, and revenue engine on top can finally trust the data underneath.
Integrations
Plauti Content Hub
Case Studies and Customer Success Stories
Videos and Screen Captures
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Online
Plauti Frequently Asked Questions
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: Which Microsoft D365 CE & Salesforce objects does Plauti support?
Plauti is a native suite for Salesforce and Microsoft D365 CE. It supports standard objects such as Leads, Contacts, Accounts, Opportunities, and Cases, as well as custom objects. Matching and routing can be configured across objects, including cross-object scenarios.
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.
Q: What kinds of users and organization types does Plauti work with?
Plauti works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Plauti support in their product?
Plauti supports these languages: English.
Q: What kind of support options does Plauti offer?
Plauti offers support via online.
Q: What other applications or services does Plauti integrate with?
Plauti integrates with: Microsoft Dynamics 365 and Salesforce.
Q: What type of training does Plauti provide?
Plauti provides training in the form of documentation, live online, webinars, in person, and videos.
Q: Does Plauti offer a free trial?
Yes, Plauti offers a free trial.
Plauti Product Features
Data Management
Customer Data
Supported
Data Quality Control
Supported
Match & Merge
Supported
Data Analysis
Not Supported
Data Capture
Not Supported
Data Integration
Not Supported
Data Migration
Not Supported
Data Security
Not Supported
Information Governance
Not Supported
Master Data Management
Not Supported
Data Management Platforms (DMP)
CRM
Supported
Ad Network Integration
Not Supported
Analytics / ROI Tracking
Not Supported
Audience Targeting
Not Supported
Behavioral Analytics
Not Supported
Campaign Management
Not Supported
Competitive Analysis
Not Supported
Customer Journey Mapping
Not Supported
Data Capture / Transfer
Not Supported
Data Classification
Not Supported
Data Visualization
Not Supported
Data Preparation
Data Cleansing
Supported
Data Transformation
Supported
Collaboration Tools
Not Supported
Data Access
Not Supported
Data Blending
Not Supported
Data Governance
Not Supported
Data Mashup
Not Supported
Data Modeling
Not Supported
Machine Learning
Not Supported
Visual User Interface
Not Supported
Data Quality
Address Validation
Supported
Data Deduplication
Supported
Match & Merge
Supported
Data Discovery
Not Supported
Data Profililng
Not Supported
Master Data Management
Not Supported
Metadata Management
Not Supported
Email Verification
Bulk Email Verification
Supported
Single Email Verification
Supported
Catch-all Server Detection
Not Supported
Disposable Email Detection
Not Supported
Domain Check
Not Supported
Mail Server Validation
Not Supported
Spam Trap Detection
Not Supported
Syntax Check
Not Supported
Lead Management
Lead Distribution
Supported
Activity Tracking
Not Supported
Campaign Management
Not Supported
Lead Capture
Not Supported
Lead Nurturing
Not Supported
Lead Scoring
Not Supported
Lead Segmentation
Not Supported
Pipeline Management
Not Supported
Prospecting Tools
Not Supported
Source Tracking
Not Supported
Master Data Management
Data Governance
Supported
Match & Merge
Supported
Data Masking
Not Supported
Data Source Integrations
Not Supported
Hierarchy Management
Not Supported
Metadata Management
Not Supported
Multi-Domain
Not Supported
Process Management
Not Supported
Relationship Mapping
Not Supported
Visualization
Not Supported