Getting Started with Plauti SDK
Learn how to integrate Plauti Tools
The Plauti SDK brings powerful data quality tools into every layer of your Salesforce environment. Whether you're building in Apex, integrating with external systems, or automating with DevOps, the SDK gives you clean, reliable data where you need it most.
🧩 Apex API
Use the Apex API to embed data quality logic directly into your Salesforce code.
- Search and define duplicate records
- Use different methods to merge or convert duplicate records based on match results
- Validate email, phone, or address fields
- Trigger deduplication and indexing in real time
🔌 Apex Plugins
When our out-of-the-box features are not able to meet a specific requirement, Apex Plugins let you hook into and customize Plauti Deduplicate operations. You can inject your logic at key stages like:
Plugin | Summary |
---|---|
Search Plugin | Intercept every Plauti Deduplicate search so your Apex can inspect, score, or trim the results. |
Prevention Plugin | Fire custom Apex on record save to label it (UNIQUE, DUPLICATE, etc.) and control the outcome. |
Merge Plugin | Hook into pre-, post-, or failed merges. |
Convert Plugin | Run code around conversions to adjust mappings, ownership, or handle errors. |
Direct Process Plugin | Rewire automatic merge/convert flows on the fly—approve, skip, or reshape duplicates. |
Plugins keep your logic upgrade-safe and isolated, so you can tailor how Plauti behaves without touching core code.
🌐 REST API
Expose Plauti Deduplicate and Plauti Verify features to any platform with the REST API. It’s secured with Salesforce OAuth and gives you external access to:
- Run duplicate search and upsert scenarios
- Execute validation for email, phone, or address fields
- Retrieve match results and job statuses
Perfect for integrating with portals, mobile apps, or external CRMs, the REST API brings Salesforce-grade data hygiene to wherever your data lives.
🛠️ Plauti CLI
Automate your data quality workflows with the Plauti CLI—a Salesforce CLI plugin designed for DevOps and CI/CD pipelines. It lets you:
- Export and import Duplicate Check configurations
- Index duplicate result jobs using CSV files
- Manage sandbox licenses and Plauti components
- Script common tasks across environments
The CLI makes data quality management repeatable, trackable, and automatable across dev, test, and production orgs.
Updated 15 days ago