Plauti Manipulate is a Salesforce-native application designed to streamline data management processes for administrators. It provides a suite of tools for performing bulk updates, deletions, conversions, and other actions on Salesforce records, all within a single interface. This eliminates the need for complex coding or external tools, making data manipulation accessible to users of all technical skill levels. The platform offers advanced customization options, allowing administrators to tailor actions to their specific business needs. With Plauti Manipulate, administrators can delegate specific access and limits to end-users, maintaining control over data while empowering teams to manage their own data. The platform integrates with ChatGPT, enabling users to leverage record-specific data for generating AI-driven content or actions. This integration allows for the creation of personalized emails and other communications, leading to increased engagement and stronger connections. Plauti Manipulate helps organizations save costs by consolidating data manipulation tasks into a single tool and reducing Salesforce storage fees. The platform's features include scheduled jobs, record events, and macros to automate and coordinate workflows. It also offers a wide selection of customizable actions designed to adapt to specific business needs. Plauti Manipulate enhances team cooperation, streamlines operations, and protects data, ensuring its integrity and security. The Action Grid feature offers an advanced approach to managing records in list views, providing Excel-like capabilities such as inline editing and copying row values. Administrators can also create shortcuts to DAP actions, reducing clicks and improving data handling efficiency. The Rollup action enables quick and easy data aggregation, allowing users to calculate totals, averages, and counts across related records. The Direct Action feature simplifies the workflow by enabling users to execute actions automatically on incoming records based on custom triggers. The platform also supports the import and export of macros, allowing users to store or share macros as files and load them into other environments.

Features & Benefits

• Mass Actions
  • Enables mass delete, update, convert, create tasks, and assign ownership of Salesforce records.
• Controlled Delegation
  • Allows administrators to assign specific access and limits to end-users, maintaining control and oversight.
• Premium Automation & Customization
  • Integrates with ChatGPT to generate AI-driven content or actions using record-specific data.
• Custom Actions
  • Allows users to write their own custom processes using Apex Class and add them to their library.
• Macros
  • Enables users to set up predefined actions that can be reused, saving time and ensuring consistency.
• Action Grid
  • Provides Excel-like capabilities for managing records in list views, such as inline editing and copying row values.
• Rollup Action
  • Enables quick and easy data aggregation, allowing users to calculate totals, averages, and counts across related records.
• Direct Action
  • Simplifies the workflow by enabling users to execute actions automatically on incoming records based on custom triggers.