Release Notes Plauti Data Management

Last published at: February 6th, 2025

Release notes for the PDM app

Please find the release notes for the PDM app below.  
Release notes for the Salesforce apps it contains are available here:

 


Release Spring '25 Maintenance, February 3, 2025

Release Spring '25 Maintenance release (0.13.0) 
 
Release date January 20, 2025 (Sandbox) / February 3, 2025 (Production)
New
  • PDO - Plauti Data Orchestration for Salesforce, or PDO for short, combines the strengths of Plauti's Salesforce apps in one flow. Use one of the templates in the PDO package to set up a flow that combines features of DAP, DC, RV and SRR:
    • Trigger the flow with a Direct Action when a Lead is created
    • Let RV validate the Lead's address details
    • Let DC check for duplicate Contact, Account, or Lead records and merge or convert if applicable
    • If no duplicates are found, let SRR assign the Lead
    • Keep users informed with email or in-app notifications

All fully automated and daisy-chained. Read more here. 
 

  • General - When opening PDM for the first time, you will be greeted by a Getting Started modal. Even if you are already using PDM and its apps, it might be interesting to check out this introduction to the different Plauti apps. Or use it to install the apps you currently do not have yet in your Org. 

    After closing, the modal can be accessed by clicking ‘Getting Started with Plauti Data Management’ on the PDM home page.
Classes added

If you are not using the PDM permission set, add the following classes to the applicable profiles: 

  • pdmWebInstallController
  • plautiPdmWeb
  • plautiPdmWebLwcEntry
  • plautiPdmWebVfEntry
  • plautiPdmHttpPipeline
  • plautiPdmWebHttpRequest
  • plautiPdmWebHttpResponse 


Release Summer '24 Features, August 5, 2024

Release Summer '24 Feature release (0.12.0) 
 
Release date July 25, 2024 (Sandbox) / August 5, 2024 (Production)
New
  • PDM Dashboard - Find Data Action Platform analytics data on the PDM Dashboard, such as Recent DAP Jobs, DAP Actions Used, and more.
Improved
  • PDM Menu - Access DAP information such as DAP Jobs, DAP Setup, and DAP documentation via the left-hand menu options.