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Data Action Platform

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Free

Starts at

$0 / mo

No credit card required

Install Go to AppExchange
Including:
  • Max. Salesforce org size: 100k records
  • Max. 200 records / action
    For actions launched from List View
  • Unlimited Users
    All licenses include unlimited users
  • Run Actions from List View or Dynamic Related Lists
    Adds the Action Launcher button to your List View pages to access your bulk actions
  • Mass Update
    Mass update records with new values for one or more fields
  • Mass Convert
    Mass Convert your Leads to Contacts and, if you choose, Opportunities
  • Mass Delete
    Clean up your data by swiftly deleting + optional skipping of the recycle bin
  • Mass Create Task
    Save time when following up on events by mass-creating tasks for a selection of records
Advanced

Starts at

$125 / mo

billed annually

Buy now Try for free
Free plan, plus:
  • Max. Salesforce org size: 250k records
  • Mass Assign Ownership
    Use the Assign Ownership action to assign ownership of records to users, groups or queues, dividing the records evenly between users or based on a custom distribution
  • Mass Set Account Hierarchy
    See how accounts are related and change the hierarchy of multiple accounts in one go. Define the hierarchy for a selection of Accounts via a drag & drop-interface
  • Find & Replace
    Use the Find & Replace action to find records with a specific value in a field, and replace them with a given value or field variable in bulk
  • Run Batch Jobs
    Run data modification jobs on large sets of data. Use the advanced filters to create a subset of records. Choose and configure a data action, and run a batch job in the background
  • Configure Actions
    Provide easy access to your actions from a record, list view, or job. Control access and functionality per user profile. Set a maximum number of records to alter to prevent large-scale data loss
  • 5,000 records / action
    Record limit per action in a Batch Job. Contact us if you need a higher limit
  • 5 macros
    Save actions and their configurations as a macro to save time
Most popular
Premium

Starts at

$250 / mo

billed annually

Buy now Try for free
Advanced plan, plus:
  • Max. Salesforce org size: 750k records
  • Personal onboarding
    1:1 Session to help you set-up Data Action Platform.
  • Ask ChatGPT
    Integrate prompts into Salesforce processes. You can retrieve company info and update the description field or assign cases based on it. This can be done manually or automatically for multiple records.
  • Ask ChatGPT Vision
    This new action lets ChatGPT analyze images attached to records and provides findings that you can use in your workflows. It can be used in combination with ChatGPT models that accept image input. Save time with automated verification, handle support cases more accurately, and make your customer support more efficient.
  • Assign actions to user profiles
    Control access to mass actions per user profile and set a maximum number of records that can be altered.
  • Audit log
    See which actions are performed per user, per action, or per record.
  • Scheduled Jobs
    Schedule a preconfigured DAP Job to run at a set frequency and time.
  • Action Grid
    An advanced approach to managing records in the list views that goes beyond what Salesforce provides. It comes with excel-like capabilities that enable interaction with large datasets such as inline editing and copying row values. Admins can also create shortcuts to the actions of their choice.
  • Rollup Action
    Quick and easy data aggregation with Rollup action. Without coding calculate totals, averages, counts and more across not only related records but also lookup relationships. Scheduled or real-time, it empowers businesses to measure and analyze their effectiveness.
  • Direct Action
    Simplifies the Data Action Platform’s workflow by reducing even further manual tasks. Execute actions automatically on any incoming records by setting your own custom triggers tailored to your needs.
  • Run a flow
    Bring all flow capabilities to any user in Salesforce.
  • 10,000 records / action
    Record limit for Mass Action Jobs. Contact us if you need a higher limit.
  • 20 macros
    Save actions and their configurations as a macro to save time.
  • 5 custom actions
    Write your own custom actions using Apex Class.
  • Import and Export Macros
    Just with a few clicks you can store or share macros as files and load them into other environments to ease your workflow.
Enterprise
Custom
Talk to expert Contact us

Contact us when you require more macros or a higher record limit or for integration with Duplicate Check and/or Record Validation.

Compare all plans ↓
“Great time saver. I like how simple it makes it to mass transfer records and search and destroy data 'ugliness'.”
Aaron Harrell
Aaron Harrell Program & Product Management at Miratech
“Nice to have these features directly in Salesforce. This app is handy for taking action on Salesforce records in bulk, filling the gaps of some Salesforce limitations. Being able to do it directly in Salesforce it extremely helpful.”
Josh Flexen
Josh Flexen Director of Marketing Operations & RevOps at Pecan AI
COMPARE OUR PLANS
Comparison
Free
Advanced
Premium
Actions
Mass Update
There are so many use cases for this, we are sure you can think of a few in your own Salesforce org. Mass update records with new values for one or more fields., all with a few clicks.
Mass Convert
Mass Convert your Leads to Contacts and, if you choose, Opportunities. Choose to convert them as Contacts for an existing Account, or create a new Contact and Account. The same goes for Opportunities: don't create an Opportunity, convert them all to the same Opportunity (new or existing) or create a new Opp for each convert in your run.
Mass Delete
One of our basic actions. Clean up your data by swiftly deleting a double import or similar. You can opt to skip the recycle bin if you wish for total deletion.
Mass Create Task
Save time when following up on events by mass-creating tasks for a selection of records.
Mass Assign Ownership
Assign Ownership of selected records. Decide how the records should be assigned in percentages (for example 50/50 or 25/75). Assign to users or groups.
Set Account Hierarchy
Create account hierarchies in bulk. Just select a number of Accounts and add them as subsidiaries to a parent Account.
Find & Replace
Use the Find & Replace action to find records with a specific value in a field, and replace them with a given value or field variable in bulk
Macros
Save actions and their configurations as a macro to save time
Ask ChatGPT
Integrate prompts into Salesforce processes. You can retrieve company info and update the description field or assign cases based on it. This can be done manually or automatically for multiple records.
Ask ChatGPT Vision
Improve your (customer support) processes with Ask ChatGPT Vision. This new action lets ChatGPT analyze images attached to records and provides findings that you can use in your workflows. It can be used in combination with ChatGPT models that accept image input. Save time with automated verification, handle support cases more accurately, and make your customer support more efficient.
Rollup Action
Without coding calculate totals, averages, counts and more across not only related records but also lookup relationships. Scheduled or real-time, it empowers businesses to measure and analyze their effectiveness.
Direct Action
Execute actions automatically on any incoming records by setting their own custom triggers tailored to their needs.
Custom Actions
Write your own custom actions using Apex Class.
Run a Flow
Bringing all flow capabilities to any user in Salesforce
Action Launcher
List View
Add the Action Launcher button to your List View pages to access your actions. Select records, press the button, select and configure your action and go.
Action Grid
An advanced approach to managing records in the list views that goes beyond what Salesforce provides. It comes with excel-like capabilities that enable interaction with large datasets such as inline editing and copying row values. Admins can also create shortcuts to the DAP actions of their choice.
Job
Run data modification jobs on large sets of data. Use filters to create your selection.
Scheduled job
Schedule DAP jobs to run at specific intervals.
Action Library
Configure Actions
Configure the different actions to perform your business logic.
Assign action to user profiles
Provide easy access to your actions from a record, list view, or job. Control access and functionality per user profile. Set a maximum number of records to alter to prevent large-scale data loss.
Governance
Audit log
See which actions were performed per user, per action, or per record.
Limits
Salesforce org size limit
100k records
250k records
750k records
Record Limit per Action
The number of records you can alter in a single action (list or job). Contact us if you need more.
200
5000
10000
Macro Limit
Limit to the number of Macros you can save. Contact us if you need more.
5
20
Custom Actions Limit
Limit to the number of Custom Actions you can save. Contact us if you need more.
5

Customer satisfaction in their own words

David Cockrum
Amazing Solution
David Cockrum / Founder & CEO at Vantage Point Consulting
Amazing Solution - helping so much to maintain data integrity in our organization.
Rahael Ross
Great!
Rahael Ross / Customer Data Manager at what3words
This app has everything we need to reduce admin time and has a great UI! Testing, setting up and all communications with Plauti have been really simple.
Forrest Lee
Easy and native in Salesforce
Forrest Lee / Development coordinator at los angeles cleantech incubator
Used this for mass editing records. Very useful to do this within Salesforce rather than exporting and re-uploading data. Plauti team was extremely responsive.
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We'll use this time to evaluate your current processes, understand your interests and needs, and discuss how Plauti helps you to improve your data.

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