RightRev and Plauti Data Quality

VIDEO TRANSCRIPT | Recorded: 2025-12-17 | Verify against current system state

Abstract¶

Combined overview of RightRev revenue recognition and Plauti data quality tools within the Salesforce environment

This article was auto-generated from the video transcript. Review and enhance the content based on the full video.

Plauti is a managed package for duplicate management - installed at org level with automatic updates
Monitor Plauti release notes and test updates in staging before production rollout (same process as Chargent)
Supports person accounts for duplicate detection and merging
Premium package provides ability to create custom Apex code that hooks into the merge process
Contact Plauti support: support@plauti.com (Netherlands-based - different business hours)
Support portal doesn't require authentication - include name, email, org ID in all requests to avoid back-and-forth
Fuzzy matching available for duplicate detection - not available in previous Aptify system
Before merging: verify all related objects will reparent correctly (memberships, subscriptions, orders, custom objects)
Custom objects with complex relationships may not auto-reparent - test thoroughly to avoid orphaned records
Standard Salesforce objects (Account, Order, Products) reparent automatically; custom objects require verification
Common duplicate scenario: Members change organizations, lose access to old email, create new account instead of contacting support
McKenna has most knowledge of membership/subscription object relationships for merge processes

0:52 "account duplicates, because that's the most common."
2:50 "And you need to to verify it before that happens, OK."
5:48 "you know, with different people who come in because"
8:28 "You know, all these different items. You've got to start checking to make sure"
9:52 "Well, Cloudy has fuzzy matching, which we've never had before,"
13:42 "Specific dulicates because of this limit."
21:55 "Because each time a member comes in a person account is created for that person"
27:12 "because I don't know much about it. I'm going to be honest. That's, you know,"

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