Configure your Org and the different Plauti apps to be able to use the PO flow. Configure or check the following as explained below:

• Permissions for PO, Flows, and PM
• A PM Direct Action (or Macro)
• PV validation settings for Leads
• Scenarios and Cross Object settings in PD
• PA setup
• The provided email templates

Configuring your Org and app settings

1. Assign the Plauti Data Orchestration permission set to users or profiles that create Leads which will be processed by the PO flow.
   Alternatively, if you do not want to use the permission set, give the applicable users or profiles access to all "plauti.pdo" apex classes, as well as Modify All access to the PDO Flow Logs object and all its fields. In that case, don't forget to add access to any new apex classes that might be added with new PO versions in the future.
2. Assign the Run Flows app permission to users or profiles that create Leads which will be processed by the PO flow.
3. Assign the Plauti Manipulate permission set to users or profiles that create Leads which will be processed by the PO flow.
   Alternatively, if you do not want to use the permission set, give the applicable users or profiles access to all “plauti.dap” apex classes, as well as full access to the Plauti Manipulate objects (access to the Manipulate Job and Manipulate Setup objects is not needed).
   Access to Plauti Deduplicate, Plauti Verify or Plauti Assign is not needed to run the flow.
   
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   • If you assign the Plauti Manipulate permission set, you might want to revoke access to the Manipulate Setup (plauti__dapSetup) and Manipulate Job (plauti_dapJobOverview) tabs; 
   • If you instead grant access to the apex classes, don't forget to add access to any new apex classes that might be added with new Plauti Manipulate versions in the future.
     Read more about these options in Grant Access: Access to the app. 
4. Open the Plauti Manipulate app and go to Manipulate Setup > Direct Action. Create a new Direct Action for the flow with the following settings:
   1. Select Object: "Lead"
   2. Add a filter if you want to apply the flow only to certain Lead records.
   3. Select one or more Triggers that indicate when the flow should be executed.
   4. In the next window, select the Run a Flow action.
   5. Select Flow: select the flow that you saved in Configuring the PO flow‍.
      Note that you can only select active flows.
   6. Map the Record ID to a Flow Variable: "LeadInsert".
   7. Do not activate the Direct Action yet!
   For more information see Direct Action‍.
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   Other execution methods

   It is recommended to start the PO flow via a Direct Action, so that it is started as soon as a Lead is created. But you can also use the "Run a Flow" action in a (scheduled) job, or from a list view for example. In that case you can create a Macro‍ so that your users don't need to set up the action themselves. Make sure the "Run a Flow" action's Chunk Size is set to 1.

5. Open the Plauti Verify app and go to Verify Setup > Object Configuration.
6. At 'Lead', click Configure.
7. Check or create validation settings for the fields you want to validate at tabs Address, Email, and/or Phone.
   For more information see Address validations‍, Email validations‍, and Phone number validations‍.
8. Open the Plauti Deduplicate app and go to Deduplicate Setup > Object Configuration.  
   1. In the Lead, Contact, Account, and Person Account (if applicable) configurations, at tab Settings, make sure Cross Object is enabled.
   2. In the Lead configuration, on tab Cross Object, configure Cross Object for “Lead to Contact”, “Lead to Account”, and/or “Lead to Person Account” (depending on the flow you will be using).
   For more information see Cross Object.
9. Still in Deduplicate Setup, in each of the Lead, Contact, Account, and Person Account (if applicable) configurations, go to tab ‍Scenarios. Find or create at least one scenario per object that you want to use in the flow. At Apply To, make sure at least "Flow" is selected.
   For more information see Scenarios.
   
   
   
10. Make sure Plauti Assign is set up to route new Leads via the flow. 
    1. Have at least one active Match Group that will find the Leads that are processed with the PO flow.
    2. Check that there is sufficient Plauti Assign license capacity. The user or administrator who created the flow will need an Plauti Assign license if they don't have it yet.
    3. Set the default field value‍ of the Use Plauti Assign field for Leads to FALSE.
    Follow the directions in the PA Quick Setup Guide‍ if you weren't using Plauti Assign yet.
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    You can route the Leads that were processed via the PO flow in the same way as you route other Leads, or set up one or more Match Groups for these Leads specifically.
    Read more in Plauti Assign for Salesforce.

11. Edit the email templates provided in the PO install to meet your Org specifics:
    Go to Salesforce Setup > Classic Email Templates > Folder: PlautiDataOrchestration, and make changes to the different email templates if needed.
    The user notification can be edited in the flow itself; see Configuring the PO flow‍‍.
12. Now Activate the Direct Action you created in step 3. once everything is set up.

After activating the Direct Action, the flow will run‍ automatically each time a Lead is created.