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Plauti
Добавлен 18 авг 2022
Explore Data Management like never before on Plauti's RUclips Channel. We bring you the ins and outs of enhancing Data Quality with our robust suite. Our content-from hands-on tutorials to in-depth webinars-empowers you to craft a flawless customer data view.
Connect for insights into seamless data integration that levels up your business across the board. What you get here is more than just tips; it's a roadmap to data mastery.
Stay updated, learn with our experts, and make every byte of data count. Check out more at Plauti.com and join our community!
Connect for insights into seamless data integration that levels up your business across the board. What you get here is more than just tips; it's a roadmap to data mastery.
Stay updated, learn with our experts, and make every byte of data count. Check out more at Plauti.com and join our community!
❄️ Winter Release 2024 Webinar: Transform Your Salesforce Workflows ❄️
Catch the exclusive recording of our Winter '24 product update webinar! 🎉 Explore the latest innovations, including:
✨ Flow Templates for Data Orchestration
📚 The Public Macro Library
🚀 DC Entry
🔄 Enhanced Super Round Robin
See these powerful tools in action and discover how they can solve real-world business challenges by:
✅ Ensuring cleaner data
✅ Enabling smarter routing
✅ Boosting workflow efficiency
Perfect for Salesforce users looking to streamline processes and maximize productivity. Watch now to stay ahead of the game! 🚀
#Salesforce #Winter24Updates #Webinar
✨ Flow Templates for Data Orchestration
📚 The Public Macro Library
🚀 DC Entry
🔄 Enhanced Super Round Robin
See these powerful tools in action and discover how they can solve real-world business challenges by:
✅ Ensuring cleaner data
✅ Enabling smarter routing
✅ Boosting workflow efficiency
Perfect for Salesforce users looking to streamline processes and maximize productivity. Watch now to stay ahead of the game! 🚀
#Salesforce #Winter24Updates #Webinar
Просмотров: 98
Видео
Winter Release 2024: Plauti's Latest Features for Salesforce
Просмотров 13321 день назад
Discover how Plauti's Winter ’24 product updates are transforming your Salesforce experience! 🚀 💡 Data Orchestration Flows: Streamline your data management with automated processes for validation, duplicate handling, and flawless lead routing. 📚 Public Macro Library: Access ready-to-use macros to standardize, clean, and optimize your Salesforce data with ease. 🔍 DC Entry for Duplicate Check: Pr...
Getting Started with DC Jobs - for Salesforce Admins
Просмотров 41Месяц назад
Take your Salesforce data management to the next level! In this video, Nick shows you how to run an ADC job using Duplicate Check to streamline merging, reduce duplicates, and maintain clean, accurate data. Perfect for Salesforce Admins looking to boost efficiency and gain total control over their data processes. Watch now and see how you can make data merges easier than ever! Stay connected on...
Empower Your Support Team with Clean Data in Salesforce’s Agentforce - Plauti Can Help!
Просмотров 50Месяц назад
Is your support team using Salesforce’s Agentforce to streamline customer inquiries? Don’t let data issues like duplicate records or misspelled emails limit its potential. Agentforce can efficiently resolve routine issues-but only if the data is accurate. With Plauti’s data management solutions, your support team can maintain clean, reliable data in Salesforce, helping Agentforce operate at its...
Empower Your Business with Salesforce’s Agentforce & Plauti: The AI and Data Management Revolution
Просмотров 165Месяц назад
In today’s AI-driven world, Salesforce is transforming how businesses connect with customers through innovative tools like Agentforce. Join us as we explore how AI enhances customer experiences while emphasizing the critical role of accurate data in driving successful initiatives. Learn how Plauti's data management solutions ensure data hygiene, empowering businesses to unlock the full potentia...
Maximize Salesforce Lead Assigment | Webinar with RevGenius
Просмотров 672 месяца назад
Join us for an insightful webinar with RevGenius, where we dive into smarter lead distribution strategies, automation tips, and how to fully leverage Salesforce for lead management. Hosted by experts Nico and Ed, this session covers: ▶︎ Smarter lead distribution with Super Round Robin ▶︎ Automation tips to save time and resources ▶︎ Maximizing Salesforce for lead management Watch now to elevate...
Duplicate Check - Product Overview: Join Our Data Koala in the Quest to Achieve Data Koalaty!
Просмотров 1583 месяца назад
Join our Plauti Koala on an epic adventure to conquer the nightmare of duplicate data in Salesforce! 🌟 🧩 Uncover the six powerful features of Duplicate Check that will transform your data management: 1. Find & Merge: Unearth hidden duplicates and merge them with ease. 2. Prevention: Shield your data from chaos with intelligent algorithms. 3. Automation: Let real-time automation take over the re...
Summer Release 2024 Webinar: Improve your Salesforce data hygiene - Set for merge 🏄♂️
Просмотров 464 месяца назад
Have you heard? 🏖️ We've upgraded our Plauti arsenal! Join us for an exclusive webinar where we reveal: 🌴 Ask ChatGPT Vision: Automatically analyze and extract information from images attached to records, such as errors from screenshots or line items from invoices. 🌴 Mass Update Conditions: Add conditions to mass update actions. 🌴 Enhanced RV Job Feature: Quickly see validation results per reco...
Summer Release 2024: Improve your Salesforce data hygiene - Set for merge 🏄♂️
Просмотров 1034 месяца назад
Hello and welcome! In this highlight video, we proudly present the latest additions to Plauti's summer release. Get ready to enhance your workflows and streamline your processes with these powerful new features: 🔍 Ask ChatGPT Vision: Improve your processes with this new action in the Data Action Platform. Automatically analyze and extract information from images attached to records, such as err...
The Challenge of Big Data- A Live Session
Просмотров 225 месяцев назад
Can’t Handle Your Salesforce Data? Learn the fix! Join us for a Plauti live on the challenges and opportunities of big data. Nico, our Account Executive, covers: • The importance of big data today. • Key challenges in managing big data. • Practical solutions and strategies. • Expert insights on the future of big data. • Interactive Q&A session. Subscribe for more: Stay updated with our latest c...
How to set up and configure a scenario for Duplicate Check
Просмотров 1315 месяцев назад
How to set up and configure a scenario for Duplicate Check
How to find and merge duplicate records in Duplicate Check
Просмотров 2285 месяцев назад
How to find and merge duplicate records in Duplicate Check
How to install Duplicate Check for Salesforce
Просмотров 795 месяцев назад
How to install Duplicate Check for Salesforce
How to decide your record limit with Duplicate Check
Просмотров 235 месяцев назад
How to decide your record limit with Duplicate Check
How to set up DC Live, DC Search and DC Convert
Просмотров 225 месяцев назад
How to set up DC Live, DC Search and DC Convert
Instant Summary of Incoming Cases - Customer Support | Spring Release 2024 Webinar Excerpt
Просмотров 226 месяцев назад
Instant Summary of Incoming Cases - Customer Support | Spring Release 2024 Webinar Excerpt
Automatically Distribute Records to Your Sales Team | Spring Release 2024 Webinar Excerpt
Просмотров 246 месяцев назад
Automatically Distribute Records to Your Sales Team | Spring Release 2024 Webinar Excerpt
Witness the Power: New Roll-Up Action in DAP | Spring Release 2024 Webinar Excerpt
Просмотров 416 месяцев назад
Witness the Power: New Roll-Up Action in DAP | Spring Release 2024 Webinar Excerpt
Improve Salesforce Copilot Support: Fix Data Quality Issues for Better Customer Service
Просмотров 586 месяцев назад
Improve Salesforce Copilot Support: Fix Data Quality Issues for Better Customer Service
Improve Salesforce Copilot Lead Scoring: Eliminate Duplicate Data for Accurate Results
Просмотров 316 месяцев назад
Improve Salesforce Copilot Lead Scoring: Eliminate Duplicate Data for Accurate Results
Fix your Salesforce Copilot Data issues: Eliminate duplicate leads for better targeting
Просмотров 426 месяцев назад
Fix your Salesforce Copilot Data issues: Eliminate duplicate leads for better targeting
Plauti Spring Release 2024: Improve your Salesforce data hygiene
Просмотров 647 месяцев назад
Plauti Spring Release 2024: Improve your Salesforce data hygiene
Plauti & SalesforceBen Presents: Data Quality Strategies for Superior AI Outcomes in Salesforce
Просмотров 497 месяцев назад
Plauti & SalesforceBen Presents: Data Quality Strategies for Superior AI Outcomes in Salesforce
Plauti研讨会精华: 在阿里巴巴云上的Salesforce ISV生态系统
Просмотров 237 месяцев назад
Plauti研讨会精华: 在阿里巴巴云上的Salesforce ISV生态系统
Plauti's Webinar Recap: Salesforce ISV Ecosystem in China on Alibaba Cloud
Просмотров 767 месяцев назад
Plauti's Webinar Recap: Salesforce ISV Ecosystem in China on Alibaba Cloud
Spring Release 2024: Improve your Salesforce data hygiene - Deduping your data! 🌸
Просмотров 1358 месяцев назад
Spring Release 2024: Improve your Salesforce data hygiene - Deduping your data! 🌸
Duplicate Check for Dynamics 365: Streamlined Data Quality Management
Просмотров 1248 месяцев назад
Duplicate Check for Dynamics 365: Streamlined Data Quality Management
Duplicate Prevention in Duplicate Check for Dynamics 365
Просмотров 558 месяцев назад
Duplicate Prevention in Duplicate Check for Dynamics 365
Duplicate Check for Dynamics 365: The quickest and easiest way to dedupe Dynamics 365
Просмотров 1989 месяцев назад
Duplicate Check for Dynamics 365: The quickest and easiest way to dedupe Dynamics 365
0 Bounce Maximum Reach! Email verification tips to boost your business opportunities
Просмотров 479 месяцев назад
0 Bounce Maximum Reach! Email verification tips to boost your business opportunities
Speed to lead for the win! 🎉
Who says you can’t have your cake and share it too? 💪
Hey, I want to merge if the contact name and related account name are the same. Can we set up that condition?
Hi there! 😊 You can absolutely set this up! Just create a Cross Object job between Contact and Account. Here’s the step-by-step guide: www.plauti.com/support/en_US/35how-tos/how-to-enable-and-configure-cross-object In your case, make sure to map the Account Name and Contact Name fields with each other. Once that’s done, you can start the job by following this guide: www.plauti.com/support/en_US/55usage-guide/how-to-start-a-cross-object-job From there, you’ll be able to merge the results. Hope this helps, and happy merging! 🎉 If you’re already a customer, feel free to reach out to us at support@plauti.com for further assistance. If you’re interested in trying Duplicate Check, we offer a 14-day free trial that you can start here: appexchange.salesforce.com/appxListingDetail?listingId=a0N300000058vzKEAQ
That's my boi Nico!
Sales is like catching an apple - act fast, or someone else takes the bite! 🍎
Indeed 😮💨
This can make life so much easier
Ll)l