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Resources

Blog How to assign leads to users in Salesforce: native vs. Plauti Assign
October 09, 2025 How to assign leads to users in Salesforce: native vs. Plauti Assign
Stop being the “lead routing help desk”. See what native assignment can do, where it struggles, and how Plauti Assign helps route fairly, and at…
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Blog Why bad data in agent chat hurts your business, and how to fix it
October 06, 2025 Why bad data in agent chat hurts your business, and how to fix it
Unverified emails, phone numbers, and addresses captured during support or sales chats don’t just create minor inconveniences; they trigger bounces,…
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Blog A step by step guide on how to standardize fields in Salesforce
September 26, 2025 A step by step guide on how to standardize fields in Salesforce
Eliminate messy values in Salesforce. Use picklists, validation, flows, and Plauti Manipulate to standardize fields and scale clean data across your…
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Webinars Product Update: Smarter merges and data management with AI-assisted tools
September 24, 2025 Product Update: Smarter merges and data management with AI-assisted tools
In this webinar, we present the latest additions to the Plauti platform: smarter merge recommendations and other AI-assisted workflows, designed to…
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Blog How to deduplicate in Salesforce like a pro - a step by step guide
September 22, 2025 How to deduplicate in Salesforce like a pro - a step by step guide
Duplicates sneak into Salesforce from forms, imports, and manual entry. The result? Confused sales reps, broken automations, and reports you can’t…
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Blog The secret sauce behind AI that actually works, and it's not what you think
September 19, 2025 The secret sauce behind AI that actually works, and it's not what you think
While everyone's obsessing over the latest LLMs or generative AI features in Salesforce, the real winners are quietly perfecting something far less…
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Blog From rules to intelligence: The next step in deduplication
September 08, 2025 From rules to intelligence: The next step in deduplication
Deduplication has always been about trust. Users want clean data, but they also want to know how that data is being handled. For years, Plauti…
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Blog Your first Dreamforce: what to expect and how to make it count
September 03, 2025 Your first Dreamforce: what to expect and how to make it count
If you’ve never been to Dreamforce, the first thing to know is this: it’s not just a conference, it’s a citywide takeover. And yes, it’s a lot. But…
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Blog Dreamforce tips for first-timers: Essential do’s & don’ts guide
September 02, 2025 Dreamforce tips for first-timers: Essential do’s & don’ts guide
Dreamforce can be both exciting and a little overwhelming at the same time. Here’s a human-first guide to the do’s and don’ts that will help you soak…
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