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

• Permissions for PDO and DAP
• A DAP Direct Action (or Macro)
• RV validation settings for Leads
• Scenarios and Cross Object settings in DC
• SRR 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 PDO flow.
   This permission set also contains “run a flow” access, needed to be able to run a flow.
2. Assign the Data Action Platform for Salesforce permission set, or access to all “plauti.dap” apex classes, to users or profiles that create Leads which will be processed by the PDO flow.
   Access to DC, RV or SRR is not needed to run the flow.
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   • If you assign the DAP permission set, you might want to revoke access to the DAP Setup and DAP Job 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 DAP versions in the future.
     Read more about these options in Grant Access: Access to the app. 
3. Open the Data Action Platform app and go to DAP 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 Configure the PDO 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!
   Read more in Direct Action‍.
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   Other execution methods

   It is recommended to start the PDO 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.

4. Open the Record Validation app and go to RV Setup.
   At left, go to Lead. Verify or create validation settings for the fields you want to validate: Address, Email, and/or Phone.
   Read more in Address validations‍, Email validations‍, and Phone number validations‍.
5. Open the Duplicate Check app and go to DC Setup. 
   1. In the Lead, Contact, Account, and Person Account (if applicable) settings, make sure Cross Object is enabled.
   2. In the Lead settings, 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).
   Read more in Cross Object.
6. Still in DC Setup, for each of the Lead, Contact, Account, and Person Account (if applicable)  objects, 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.
   Read more in Scenarios.
7. Make sure SRR is set up to route new Leads. 
   1. Have at least one active MatchGroup that will find the Leads that are processed with the PDO flow.
   2. Set the default field value‍ of the Use Round Robin field for Leads to FALSE.
   Follow the directions in the SRR Quick Setup Guide‍ if you weren't using Super Round Robin yet.
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   You can route the Leads that were processed via the PDO flow in the same way as you route other Leads, or set up one or more MatchGroups for these Leads specifically.
   Read more in Super Round Robin for Salesforce.

8. Edit the email templates provided in the PDO 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 PDO flow‍.
9. 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.